At a Glance
- Tasks: Support mortgage customers via phone and digital channels, handling queries and ensuring smooth experiences.
- Company: Join YBS, a supportive company that values growth and teamwork.
- Benefits: Enjoy 25 days holiday, bonuses, pension contributions, and health benefits.
- Other info: Hybrid working available after training, with opportunities for personal development.
- Why this job: Make a real difference in people's lives while developing valuable skills.
- Qualifications: No prior experience needed; just a passion for helping others and a willingness to learn.
The predicted salary is between 24000 - 28000 £ per year.
At YBS, we believe great things happen when people are supported, encouraged, and given the chance to grow. Whatever stage of your career you’re at, this is an opportunity to build meaningful skills, gain confidence, and be part of something you can truly feel proud of. We’re looking for people to join our Mortgage Advice Team as Mortgage Customer Service Representatives on a permanent basis. While this isn’t a Mortgage Advisor role, you’ll work closely with our advisors, supporting them behind the scenes to ensure a smooth and seamless experience for our customers.
You don’t need previous financial services experience or years in customer service. From day one, you’ll receive full training and ongoing development to help you build confidence and develop the skills needed to succeed. What matters most to us is your attitude: a willingness to learn, a genuine passion for helping customers even when queries are complex, and enthusiasm for making a real difference in people’s lives. In return, you’ll be part of an ambitious and supportive culture, helping our members with real help for real life.
About the Role
As a Mortgage Customer Service Representative, you’ll be the first point of contact for our mortgage customers, supporting them via phone and digital channels. You’ll play an important role in helping people at key moments in their lives from buying their first home to managing an existing mortgage. Every interaction is an opportunity to make a positive difference.
What You’ll Be Doing
- Supporting new and existing mortgage customers via phone and digital channels
- Handling a wide range of queries, including first-time buyers and product rate changes
- Completing eligibility and affordability checks
- Working closely with Mortgage Advisors to deliver a smooth, joined-up customer journey
- Providing clear, accurate, and empathetic support tailored to individual needs
About You
We’re looking for someone who:
- Is motivated to go the extra mile for colleagues and members, contributing to shared goals
- Thrives in a dynamic, changing environment and embraces change with curiosity and positivity
- Values diversity and appreciates different perspectives, experiences, and skills
- Demonstrates empathy and emotional intelligence, creating a welcoming and supportive experience
- Builds strong, respectful relationships with both members and teammates
- Has a growth mindset and is eager to learn through training and development opportunities
- Is confident using digital tools and open to learning new technologies
- Is committed to personal development and staying future ready
Note: The initial training period will require full time attendance in the office. This role does offer hybrid working once fully competent in the role, however you will still be expected to be in the office 2-3 days a week.
About the Benefits
We offer lots of fantastic rewards that you can make the most of in and out of work, including:
- Holiday: You’ll get 25 days plus Bank Holidays, as well as the option to buy up to a further 5 days.
- Bonus: At YBS we work collaboratively and share in our success together, so when we reach our goals we’re all rewarded with an on target bonus of 7% of eligible pay (with the opportunity to earn up to a maximum 15%).
- Pension: We know how important it is to save towards the future, that’s why we’ll contribute up to 11% into your YBS pension.
- Healthcare: Health and wellbeing are an important part of life at YBS, when you join us you’ll have access to a range of health benefits to suit your life including private medical insurance, dental and healthcare plans.
- My Benefits: When you join YBS you’ll have access to our self-service benefits portal, where you can access a range of retail, hospitality and health discounts.
Note: If successful in the role, you may be issued a refreshed contract. If you’d like to talk to us about this and any impact there may be on your current benefits get in touch.
Customer Service Representative (Mortgage Advice Team) in Bradford employer: Yorkshire Building Society
At YBS, we pride ourselves on fostering a supportive and ambitious work culture where every employee is encouraged to grow and develop their skills. As a Mortgage Customer Service Representative, you'll enjoy comprehensive training, a generous benefits package including 25 days of holiday and a strong pension contribution, and the opportunity to make a real difference in customers' lives while working in a dynamic environment. With a commitment to personal development and a focus on teamwork, YBS is an excellent employer for those looking to build a meaningful career in customer service.
Contact Details:
Yorkshire Building Society Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Representative (Mortgage Advice Team) in Bradford
✨Tap into Campus Networks
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Yorkshire Building Society. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Service Representative (Mortgage Advice Team) in Bradford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Yorkshire Building Society.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Yorkshire Building Society's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Yorkshire Building Society
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Yorkshire Building Society.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Yorkshire Building Society employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
