Trainee Customer Executive

Trainee Customer Executive

Cheadle Full-Time 25000 - 35000 £ / year (est.) No home office possible
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Together - Loans, Mortgages & Finance

At a Glance

  • Tasks: Support customers through inbound and outbound calls, making appointments for our sales team.
  • Company: Join a diverse and inclusive company that values your unique background.
  • Benefits: Starting salary of £25,000 with potential earnings of £35,000 plus great perks.
  • Why this job: Kickstart your career in customer service with opportunities for growth and qualifications.
  • Qualifications: Passion for customer service and strong communication skills are essential.
  • Other info: Enjoy 26 days holiday, free gym access, and a supportive work environment.

The predicted salary is between 25000 - 35000 £ per year.

Job Description

As a Customer Executive, you will work as part of our Direct Sales team supporting customers. You will be taking inbound calls from potential customers and making appointments for the Business Development Managers & Mortgage Advisors with these customers to discuss their needs. You will also make proactive outbound calls to existing customers who may be coming to the end of their mortgage term or looking to refinance etc with the view to getting repeat business.

This role is focused on providing an exceptional customer experience and supporting the sales team to deliver against our lending goals.

We want you to have a long career with us. We promote from this team and you will have the opportunity to go down multiple career avenues, one of which includes gaining qualifications in Mortgage Advice Practice (CeMAP).

As a Customer Executive, we are looking for you to:

  • Make outbound calls to existing customers to fact find about additional lending we maybe able to offer them
  • Take inbound calls from new customers and make appointments with the most suitable Business Development Manager or Mortgage Advisor
  • Have an appetite to learn about Together’s products and underwriting criteria (you would be given full training) so you are able qualify a customers suitability for a loan with Together
  • Consistently provide a high level of service to all customers, to maximise the potential from each call and help customers achieve the best outcome
  • Ensure all policies and procedures are adhered to with all contacts so that regulatory requirements are met

Qualifications

Essential

  • Passion to deliver the best possible customer outcome
  • Ability to ask probing questions and actively listen to best act on the answers given
  • Attention to detail with administration and information
  • Gifted in rapport building and gaining trust

If you feel you have some of the skills mentioned above, but not all, please do still apply and we would be happy to discuss your suitability for the role.

Benefits

  • Salary starting at £25,000 with OTE at £35,000
  • Based on site in Cheadle – Monday to Friday
  • 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays
  • Free access to company holiday homes
  • Buy & sell holidays
  • Discretionary annual bonus plus an additional Shared Reward Bonus
  • Matched pension contribution
  • Health cash plan plus Private medical insurance
  • Life assurance and Critical illness cover
  • Travel season ticket loans and Ride to work scheme
  • Free local gym access
  • Local bar / restaurant discounts

Equal Opportunity

Together embraces diversity and inclusion, and is proud to be an equal opportunity workplace. We welcome difference, celebrate it, support it and value colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills. If you need any support or reasonable adjustments during any stage of the recruitment process, please let us know when applying.

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Trainee Customer Executive employer: Together - Loans, Mortgages & Finance

Together is an exceptional employer that prioritises employee growth and development, offering a clear pathway for career advancement within the Direct Sales team. Located in Cheadle, we provide a supportive work culture with comprehensive training, competitive salaries starting at £25,000, and a range of benefits including generous holiday allowances, health plans, and local discounts, ensuring our employees feel valued and motivated to deliver outstanding customer experiences.
Together - Loans, Mortgages & Finance

Contact Detail:

Together - Loans, Mortgages & Finance Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Customer Executive

✨Tip Number 1

Get to know the company inside out! Research Together’s products and values so you can chat confidently during your interviews. This shows you’re genuinely interested and ready to hit the ground running.

✨Tip Number 2

Practice your phone skills! Since you'll be taking inbound calls and making outbound ones, try role-playing with a friend or family member. This will help you get comfortable asking questions and building rapport.

✨Tip Number 3

Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider tips and might even lead to a referral, which is always a bonus!

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining our team at Together!

We think you need these skills to ace Trainee Customer Executive

Customer Service Skills
Active Listening
Probing Questions
Attention to Detail
Rapport Building
Trust Gaining
Outbound Calling
Inbound Call Handling
Sales Support
Knowledge of Mortgage Products
Regulatory Compliance
Adaptability
Learning Agility

Some tips for your application 🫡

Show Your Passion: When writing your application, let your enthusiasm for delivering exceptional customer service shine through. We want to see that you genuinely care about helping customers achieve the best outcomes.

Tailor Your Application: Make sure to customise your application to highlight relevant skills and experiences that match the role. Mention any experience with customer interactions or sales, as this will resonate with us.

Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key points stand out. This will help us quickly see why you’d be a great fit!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at Together - Loans, Mortgages & Finance

✨Know the Company Inside Out

Before your interview, take some time to research the company and its products. Understanding Together’s offerings and underwriting criteria will not only impress your interviewers but also help you answer questions more confidently.

✨Practice Active Listening

During the interview, show that you can listen actively. This means not just hearing the questions but also understanding them fully. Respond thoughtfully and ask follow-up questions to demonstrate your engagement and ability to build rapport.

✨Showcase Your Customer Service Skills

Be ready to share examples of how you've provided exceptional customer service in the past. Highlight your ability to ask probing questions and your attention to detail, as these are crucial for the role of a Customer Executive.

✨Prepare Questions to Ask

At the end of the interview, you’ll likely have the chance to ask questions. Prepare thoughtful queries about the team dynamics, training opportunities, or career progression. This shows your enthusiasm for the role and helps you gauge if it’s the right fit for you.

Trainee Customer Executive
Together - Loans, Mortgages & Finance
Location: Cheadle
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