Customer Service Advisor

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., 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 Associate

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.

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, To join us in this role, you'll have experience of working in a customer service environment and managing relationships with customers. You'll enjoy applying your 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

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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., 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