Customer Service Advisor - Financial Services. Job in Holywood 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.

Note: After successful completion of an assessment an interview via Teams will take place.

Firstly, what you get from us!

• Perks at Work - Savings Discounts / Free Online Classes
• Help@Hand - Savings Discounts / Podcast / Wellbeing Resources / Webinars / Access to GP's, Mental Health Support, Financial Advice, Legal Advice
• Critical Illness - up to £10,000
• Cycle to Work Scheme
• Eyecare support voucher
• Holiday Purchase Scheme
• Length of Service Awards
• Workplace Pension
• Monthly Inspire Awards - For the best of the best
• Refer-A-Friend earns up to £1,200 for you
• Monthly Wellbeing Webinars
• Dedicated Employee Experience Progress - Here to support TP journey

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.

Join us as a Customer Service Advisor. We'll look to you to deliver excellent service to our customers, keeping their needs and financial goals in mind at all times. You’ll be educating customers in the different ways they can do their banking and supporting them in choosing the options that work best for them.

We’re looking for a detail-orientated person to compliantly complete processes and procedures, while providing each customer with a seamless experience.

What you'll do:

• In this role, you'll conduct financial reviews with customers and provide them with accurate information, allowing them to make informed decisions on financial products and services.
• You'll hone your organisational skills as you manage your diary and balance proactive conversations with planned customer meetings.
• Your duties will include supporting the bank’s way of working to help as many customers as possible.
• Maintaining relationships with colleagues in your department to support customers and maintain an awareness of the wider aims of the business.
• Resolving complaints and errors quickly and making sure that the relationship with the customer is fully restored.
• Ensuring 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.