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Financial services representative

Holywood
beBee Careers
Service
Posted: 6 June
Offer description

Customer Service Representative

We are seeking a detail-oriented and customer-focused individual to join our team as a Customer Service Representative.


Key Responsibilities:

* Provide exceptional customer service and support to customers through proactive and reactive approaches.
* Educate customers on various banking services and options, ensuring they make informed decisions about their financial needs.
* Accurately and compliantly complete processes and procedures, providing a seamless experience for customers.
* Take ownership of customer outcomes, identifying gaps and taking mitigating actions to ensure good customer experiences.


Requirements:

* Experience working in a customer service environment with excellent communication and organizational skills.
* A background in a regulatory environment is desirable.
* Proficiency in Microsoft Office and ability to use technology effectively.
* A customer-focused attitude and ability to work in a fast-paced environment.


What You'll Do:

* Conduct financial reviews with customers, providing accurate information to inform their decisions.
* Manage your diary and balance proactive conversations with planned customer meetings.
* Support the bank's way of working to help as many customers as possible.
* Maintain relationships with colleagues and stay aware of the wider aims of the business.


Benefits:

* 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

  • * 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

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