Customer Services - ISA Transfers Apply now
Customer Services - ISA Transfers

Customer Services - ISA Transfers

London Full-Time 28000 - 42000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Join our team to provide top-notch customer service for ISA transfers via phone, email, and more.
  • Company: Sterling Williams partners with a City-based Bank, offering a dynamic work environment.
  • Benefits: Enjoy a competitive salary of £35,000 - £40,000 plus great benefits.
  • Why this job: Be part of a reputable bank, enhancing your skills in a supportive culture focused on customer satisfaction.
  • Qualifications: Experience in banking or financial services, especially with ISAs, is essential.
  • Other info: Strong multitasking and administrative skills are a must; knowledge of banking systems is a plus.

The predicted salary is between 28000 - 42000 £ per year.

Customer Services – ISA Transfers Sterling Williams are working closely with a City based Bank who are looking to hire into their Customer Services department. Salary circa £35,000 – £40,000 pa plus benefits. The successful candidate will have experience (Specifically within the Isa field) and demonstrable experience of providing an excellent level of customer service across all channels; Phone, Email, Secure Message & Letter. Taking of new deposits both fixed and notice accounts, rollovers and repaymentsKeeping customers records up to date at all timesThe ability to multitask, servicing numerous customers via different contact channelsDemonstrate sound understanding of the Bank’s products and services; articulating these to your customer in an engaging and confident manner.Inputting of daily transactions into the banking systemPreparing and inputting daily transfers and payments Technical Skills sought: A strong understanding of the end to end process of an ISA journey, between ceding and acquiring partiesISA administration knowledgePSW – BACS payment system understandingTISA (The Investing and Saving Alliance) UK knowledgeExcellent administrative skillsMicrosoft Office: Word, Excel, OutlookBanking Systems (Including Online Banking) The successful candidate will have experience in Banking, or a Financial Services call centre or client services team, and will have prior experience with ISA\’S …

Customer Services - ISA Transfers employer: Sterling Williams LTD

Sterling Williams is an exceptional employer, offering a dynamic work environment within a prestigious City-based Bank. With a competitive salary and comprehensive benefits, employees enjoy a culture that prioritizes professional growth and development, particularly in the specialized field of ISA transfers. The company fosters a collaborative atmosphere where your contributions are valued, and you can enhance your skills while providing top-notch customer service across various channels.
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Contact Detail:

Sterling Williams LTD Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Services - ISA Transfers

✨Tip Number 1

Familiarize yourself with the ISA journey and the specific processes involved in transferring ISAs. Understanding the nuances of ceding and acquiring parties will help you articulate this knowledge confidently during your interactions.

✨Tip Number 2

Brush up on your knowledge of the TISA guidelines and the BACS payment system. Being able to discuss these topics fluently will demonstrate your expertise and commitment to the role.

✨Tip Number 3

Practice your multitasking skills by simulating customer service scenarios where you handle inquiries through various channels simultaneously. This will prepare you for the fast-paced environment of the role.

✨Tip Number 4

Engage with current trends in banking and financial services, especially those related to ISAs. Showing that you are informed about the industry will set you apart as a candidate who is genuinely interested in the field.

We think you need these skills to ace Customer Services - ISA Transfers

Customer Service Excellence
ISA Administration Knowledge
Multitasking Abilities
Strong Communication Skills
Technical Proficiency in Banking Systems
Understanding of BACS Payment Systems
Knowledge of TISA (The Investing and Saving Alliance)
Attention to Detail
Proficient in Microsoft Office (Word, Excel, Outlook)
Experience with Online Banking
Record Keeping and Data Management
Ability to Articulate Financial Products
Problem-Solving Skills
Time Management Skills

Some tips for your application 🫡

Highlight Relevant Experience: Make sure to emphasize your experience specifically within the ISA field. Detail your previous roles in customer service, especially in banking or financial services, and how they relate to the responsibilities outlined in the job description.

Showcase Customer Service Skills: Demonstrate your ability to provide excellent customer service across various channels. Use specific examples from your past experiences where you successfully handled customer inquiries via phone, email, or secure messaging.

Technical Skills Emphasis: Clearly outline your understanding of the ISA journey and any relevant technical skills, such as knowledge of the PSW - BACS payment system and familiarity with banking systems. This will show that you are well-prepared for the role.

Tailor Your Application: Customize your CV and cover letter to reflect the specific requirements mentioned in the job description. Use keywords from the listing to ensure your application stands out and aligns with what the company is looking for.

How to prepare for a job interview at Sterling Williams LTD

✨Showcase Your ISA Knowledge

Make sure to highlight your understanding of the ISA journey, including the processes involved between ceding and acquiring parties. Be prepared to discuss specific examples from your past experience that demonstrate your expertise in ISA administration.

✨Demonstrate Excellent Customer Service Skills

Prepare to share instances where you provided exceptional customer service across various channels like phone, email, and secure messaging. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.

✨Familiarize Yourself with Banking Systems

Brush up on your knowledge of banking systems, especially online banking and transaction inputting. Be ready to discuss how you've used these systems in previous roles and how you can apply that knowledge in this position.

✨Highlight Your Multitasking Abilities

Since the role requires servicing multiple customers simultaneously, prepare examples that showcase your multitasking skills. Discuss how you prioritize tasks and manage time effectively while maintaining a high level of service.

Customer Services - ISA Transfers
Sterling Williams LTD Apply now
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  • Customer Services - ISA Transfers

    London
    Full-Time
    28000 - 42000 £ / year (est.)
    Apply now

    Application deadline: 2027-02-01

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    Sterling Williams LTD

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