Customer Service Representatives
Customer Service Representatives

Customer Service Representatives

Full-Time 20000 - 30000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Become the expert in Mortgage and Savings Accounts while delivering top-notch customer service.
  • Company: Join Tate, a company committed to equal opportunities and a supportive work environment.
  • Benefits: Enjoy a competitive salary, bonuses, and a generous pension scheme with flexible hours.
  • Why this job: Gain valuable experience in financial services and enjoy varied tasks in a friendly team.
  • Qualifications: Detail-oriented and customer-focused individuals are encouraged to apply, no prior experience required.
  • Other info: We prioritise your comfort and accessibility during the application process.

The predicted salary is between 20000 - 30000 £ per year.

Location: Epsom

Hours: 9:00 - 5:30 OR 8:00 - 4:30

Salary: £25,000 (+Bonus and generous pension scheme)

Your Role: Join our dynamic team and become the go-to expert for Mortgage and Savings Accounts! We are 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!

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Customer Service Representatives employer: Tate

At our Epsom location, we pride ourselves on being an excellent employer, offering a supportive and friendly work environment where every team member is valued. With competitive salaries, bonuses, and a generous pension scheme, we provide not only financial benefits but also opportunities for personal and professional growth in the dynamic field of financial services. Join us to enjoy varied tasks that keep your role engaging while developing your expertise in mortgages and savings, all within a culture that prioritises inclusivity and employee well-being.
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Contact Detail:

Tate Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Service Representatives

✨Tip Number 1

Familiarise yourself with our products, especially mortgages and savings accounts. Understanding the details will help you answer questions confidently during the interview.

✨Tip Number 2

Practice your customer service skills by role-playing common scenarios. This will prepare you to handle inquiries effectively and demonstrate your ability to provide top-tier service.

✨Tip Number 3

Showcase your attention to detail by preparing examples of how you've managed accounts or processed transactions in previous roles. This will highlight your suitability for the administrative aspects of the job.

✨Tip Number 4

Research our company culture and values. Being able to articulate why you want to join our supportive team will make a positive impression during your interview.

We think you need these skills to ace Customer Service Representatives

Excellent Communication Skills
Customer Service Orientation
Attention to Detail
Problem-Solving Skills
Time Management
Ability to Handle Inquiries
Knowledge of Financial Products
Administrative Skills
Team Collaboration
Adaptability in a Fast-Paced Environment
Technical Proficiency with Software Systems
Report Reviewing and Accuracy
Cashiering Experience
Investigative Skills for Lost Accounts

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Customer Service Representative position. Tailor your application to highlight your relevant experience in customer service and administration.

Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your customer service experience, particularly in handling inquiries and managing accounts. Use bullet points to make it easy to read and focus on achievements that demonstrate your attention to detail and customer focus.

Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how you've successfully handled customer inquiries or administrative tasks in the past. This is your chance to show your personality and why you would be a great fit for the team.

Proofread Your Application: Before submitting your application, take the time to proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for the role of a Customer Service Representative.

How to prepare for a job interview at Tate

✨Know Your Stuff

Familiarise yourself with the company's mortgage and savings products. Being able to discuss these confidently will show your commitment and understanding of the role.

✨Practice Active Listening

During the interview, demonstrate your ability to listen carefully. This is crucial for a customer service role, so make sure to engage with the interviewer and respond thoughtfully to their questions.

✨Showcase Your Problem-Solving Skills

Prepare examples of how you've handled difficult customer situations in the past. Highlighting your problem-solving abilities will illustrate your readiness for the challenges of the role.

✨Ask Insightful Questions

Prepare a few questions about the team dynamics or the company's approach to customer service. This shows your interest in the role and helps you gauge if it's the right fit for you.

Customer Service Representatives
Tate
T
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