At a Glance
- Tasks: Become the expert in Mortgage and Savings Accounts while delivering top-notch customer service.
- Company: Join a dynamic team focused on providing exceptional financial services.
- Benefits: Enjoy a competitive salary, annual bonus, and generous benefits.
- Why this job: Experience a supportive culture with varied tasks that keep every day exciting.
- Qualifications: Detail-oriented and customer-focused individuals are encouraged to apply.
- Other info: Flexible working hours available; perfect for students seeking valuable experience.
The predicted salary is between 20000 - 30000 £ per year.
Location: Epsom
Hours: 9:00 – 5:30 OR 8:00 – 4:30
Salary: £25,000 (plus annual bonus & generous benefits)
Your Role: Join our dynamic team and become the go-to expert for Mortgage and Savings Accounts! We’re looking for a detail-oriented, customer-focused individual to deliver top-tier service and seamless administration.
What You'll Be Doing:
- Handle inquiries with confidence—whether over the phone or in person—ensuring every customer feels heard and supported.
- Stay up to date with all our offerings and provide accurate information without giving financial advice.
- Manage accounts, process completions, redemptions, payments, transfers, and customer updates.
- Investigate lost accounts, process ISA transfers, and support mortgage arrears operations.
- Assist with cashiering, liaise with external suppliers, and collaborate across departments to keep things running smoothly.
- Handle administrative amendments, prepare customer correspondence, and review reports to maintain accuracy.
- Participate in system testing, ensuring new products and updates function seamlessly.
Why Join Us?
- Be part of a supportive and friendly team
- Gain valuable experience in financial services
- Enjoy varied tasks that keep every day interesting
- Develop your expertise in mortgages and savings
If you thrive in a fast-paced environment and love delivering exceptional customer service, we’d love to hear from you!
Locations
Customer Service Representative (Epsom) employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Representative (Epsom)
✨Tip Number 1
Familiarise yourself with the mortgage and savings products offered by StudySmarter. Understanding these services will not only help you answer customer inquiries confidently but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Practice your communication skills, especially in handling customer inquiries. Role-playing different scenarios with friends or family can help you feel more prepared to manage various customer interactions effectively.
✨Tip Number 3
Showcase your attention to detail by preparing for potential administrative tasks. Brush up on your organisational skills and be ready to discuss how you’ve successfully managed similar responsibilities in past roles.
✨Tip Number 4
Network with current or former employees of StudySmarter if possible. They can provide insights into the company culture and expectations, which can be invaluable when tailoring your approach during the interview process.
We think you need these skills to ace Customer Service Representative (Epsom)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service, especially in financial services. Use specific examples that demonstrate your ability to handle inquiries and manage accounts effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer service and your attention to detail. Mention why you are interested in the role and how your skills align with the responsibilities outlined in the job description.
Showcase Relevant Skills: In your application, emphasise skills such as communication, problem-solving, and teamwork. These are crucial for a Customer Service Representative role, so provide examples of how you've successfully used these skills in past positions.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for the role.
How to prepare for a job interview at Tate Recruitment
✨Know Your Stuff
Familiarise yourself with the company's mortgage and savings products. Being able to discuss these confidently will show your genuine interest and preparedness for the role.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you successfully handled customer inquiries or resolved issues. This will demonstrate your ability to provide top-tier service.
✨Be Detail-Oriented
Since the role requires managing accounts and processing various transactions, highlight your attention to detail. Mention any relevant experiences that showcase your organisational skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, company culture, and growth opportunities. This shows your enthusiasm for the position and helps you assess if it's the right fit for you.