Customer Service Representative
Location: Epsom
Hours: 9:00 - 5:30 OR 8:00 - 4:30
Salary: £25,000 (+Bonus and generous pension scheme)
Your Role:
Join our dynamic team and become the go-to expert for Mortgage and Savings Accounts! We're looking for a detail-oriented, customer-focused individual to deliver top-tier service and seamless administration.
What You'll Be Doing:
Handle inquiries with confidence-whether over the phone or in person-ensuring every customer feels heard and supported.
Stay up to date with all our offerings and provide accurate information without giving financial advice.
Manage accounts, process completions, redemptions, payments, transfers, and customer updates.
Investigate lost accounts, process ISA transfers, and support mortgage arrears operations.
Assist with cashiering, liaise with external suppliers, and collaborate across departments to keep things running smoothly.
Handle administrative amendments, prepare customer correspondence, and review reports to maintain accuracy.
Participate in system testing, ensuring new products and updates function seamlessly.
Why Join Us?
Be part of a supportive and friendly team
Gain valuable experience in financial services
Enjoy varied tasks that keep every day interesting
Develop your expertise in mortgages and savings
If you thrive in a fast-paced environment and love delivering exceptional customer service, we'd love to hear from you!
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application