Customer Service Advisor

My client is a well-established financial institution based in Leeds with over 10 offices in and around West Yorkshire. They are looking for someone who can really make an impact in their Leeds branch. This is a customer facing role with great customer service and integrity being very useful skills sets for the role.

Managing many aspects of banking, savings and loans your success is paramount to the success of the branch. A meticulous & process orientated candidate with strong English is very desirable.

You would be welcomed into financial services industry with plenty of hands on experience and training. Initially on induction and ongoing moving forwards.

Key Attributes

* To meet and exceed defined business objectives, and targets to ensure sustainability of the branch.
* Maintain high and accurate standards of member service and adhere to defined service levels and procedure manual.
* Ensure accurate balancing of own till and cash bag.
* Deliver and process cash transactions face to face.
* Contribute to treasury and cash ordering management.
* Support members with the completion of application forms and any other queries.
* Build relationships with the customers and the team.
* Continually identify potential risks i.e. Money Laundering, Data Security and Fraud.
* Follow member service, compliance, audit and security processes and procedures.
* Seek continually to update knowledge on all products and services i.e. Loan assessment, CUCA, Engage, Savings, Dividends.
* Challenge existing practices and methods, proposing solutions to promote a high level of member service.
* Proactively take ownership of own development needs.
* Flexibility in approach to the role and offer support to other branches.
* Demonstrate the principals of Treating Customers Fairly philosophy and regulation.
* Complete the daily and weekly spread sheets for Management Information.
* Support head office administration during busy times.
* Proactively look for new and innovative ways to develop business for the branch and organisation.

Hours are 8:30am - 4.15pm Monday to Friday

35 Hours a Week

Salary £ 16,926

Please contact Nicola Winecor for any further details or apply online.

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