Customer Service Advisor - Financial Services. Job in Glengormley LilyLifestyle Jobs

Looking for a permanent, rewarding role in Belfast City Centre that fits around your life and saves you money? We're hiring Financial Services Contact Centre Agents to join our supportive, fast paced customer service team.

Why work with us?

• £27,976.00 annual salary
• Save on commuting costs with only 2 days in the office each week once you have successfully completed 3 weeks training and 4 week grad bay (training and grad bay will be fully office based)
• Cut down on daily expenses - less spent on travel, lunches and workwear
• Ideal for maintaining a work life balance while still being part of a team

Details:

• Start date: Various start dates from June 2026
• Location: Natwest, Belfast City Centre
• Shifts: Full time - 40hrs per week - hours worked between the hours of 07:00 and 23:00
• Probity Requirements: Credit, Criminal, Sanctions and Fraud check will be completed. Also must be able to provide physical documentation to evidence the last 2 years employment history and the last 5 years address history

Now about the Job!

You will provide a proactive and reactive service to make sure that our customers meet all of their financial arrangements in-line with their own financial goals. You will receive all the tools you need to be able to do this role in your company lead Training and time in Grad Bay.

Key Responsibilities:

• At first point of contact, provide outstanding customer service and help the organisation to achieve its goals.
• Educate customers in the different ways they can do their banking, supporting them in choosing the right service options for their personal needs.
• Accurately and compliantly complete processes and procedures, while providing the customer with a seamless and positive experience.
• Take the correct actions to deliver good customer outcomes for any customer needs, regularly reviewing and taking mitigating actions when gaps are identified to ensure good customer outcomes.

What you'll do:

• Conduct financial reviews with customers and provide them with accurate information, allowing them to make informed decisions on financial products and services.
• Hone your organisational skills as you manage your diary and balance proactive conversations with planned customer meetings.
• Support the bank’s way of working to help as many customers as possible.
• Maintain relationships with colleagues in your department to support customers and maintain an awareness of the wider aims of the business.
• Resolve complaints and errors quickly and make sure that the relationship with the customer is fully restored.
• Ensure each customer interaction leaves the customer satisfied that their needs have been met.

The skills you’ll need:

• Experience of working in a customer service environment and managing relationships with customers.
• Excellent organisational and time management skills to meet performance measures and customer needs.

Values we look for you to have:

• Process Excellence: Doing things well means something to you and you will always strive to improve on your work.
• Collaboration: You enjoy working with others and you like working as a team player.
• Communication: You can speak and write clearly and in a confident manner.
• Emotional Intelligence: You possess the ability to be emotionally intelligent meaning you are able to empathise, be kind and be good with others.
• Open-Mindedness: You are able to be open to different ways of thinking and new ideas.
• Critical Thinking: You are able to think logically when making decisions.
• Solution Orientation: Having a forward thinking mindset focused on resolving challenges.
• Entrepreneurship: Taking ownership, not being afraid to take on new tasks, develop and have a self-driven mindset.

We're also looking for you to demonstrate:

• Excellent communication skills, both verbal and written.
• A background of working within a regulatory environment.
• Good technology skills with the ability to use Microsoft Office.
• A customer focused attitude.