At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join Close Brothers Savings Customer Services Team where you will act as a point of contact for Corporate and Retail customers. The Customer Services Executive will be responsible for dealing with a high volume of customer correspondence and instructions in order to provide a professional service to both our business and personal customers. The Customer Services Executive will ensure that all inbound and outbound communication meets the standard required in line with Conduct Risk.
RESPONSIBILITIES
Customer
* Service telephone enquiries from Retail (personal) and Corporate (business) customers and follow internal procedures to provide information as required
* Responsibility for all Retail and Small Corporate dealing work, including deal inputting, breaks, reversals and amendments
Processes
* Maintain a strong knowledge of all Treasury products with the ability to learn new products and systems quickly
* Process ongoing account requests ensuring that customer instructions are acted upon effectively and work is completed to Treasury agreed standards
* Manage departmental inboxes and ensure all tasks are completed in line with SLAs
* Represent the department when required in User Acceptance Testing, communicating results accordingly
Conduct, Risk and Compliance
* Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required
* Escalate issues and process gaps where identified to the line manager, while developing a knowledge of the risks posed by both the operational environment and the conduct of the bank
WE WOULD LOVE TO HEAR FROM YOU IFYOU HAVE:
* Proven experience in a telephone based customer service role
* Demonstrate excellent verbal and written communication skills with both internal stakeholders and external customers
* Proactive attitude with proven ability to problem solve
* Recent experience of providing excellent customer service
* Good organisational skills and proven ability to manage time effectively whilst maintaining excellent attention to detail
* Proven ability to prioritise and adapt in a busy environment
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
* Experience in a customer service function within Financial Services or Banking Operations
* Experience of project work in a customer service role
We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back.
ABOUT US
For roles offering hybrid working: At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.
Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.
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Created on 29/06/2025 by TN United Kingdom
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