Customer Service Adviser

Customer Service Adviser

Wimslow SK9

We are looking for a new Customer Service Adviser to come and join our small friendly team located in our Wilmslow office.

Who we are

Milecross Financial was established in 2005 in Newtownards in County Down. Since then it has grown into one of the largest financial advice practices in the UK.

We've been helping people make informed financial decisions, in good times and challenging times, for close to 20 years. We provide an ethical, transparent and friendly service on a face to face, telephony or online basis.

Milecross Financial also have a relationship with Yorkshire Building Society (YBS) providing face to face service in multiple locations.

What we are looking for

The main part of the role will be working within the YBS agency where you will be handling customer's money and opening accounts on behalf of the Yorkshire Building Society. This role will deliver an exceptional customer experience to all customers and contribute to the growth of the business by retaining existing balances, attracting new money and leveraging customer relationships to generate leads.

We are looking for someone with a strong customer focus, enjoys a challenge, is great with people and happy to work as part of a small team.

Key Accountabilities and Responsibilities

• Develop and maintain thorough knowledge of products and high-level awareness of client proposition
• Deliver an exceptional customer experience and feel compelled to achieve fair and positive customer outcomes.
• Contribute by creating ways to enhance the customer experience by challenging practices to simplify and improve the customer experience and improve standards
• Create greater and positive brand awareness locally and potential business opportunities
• Play an active role in the wider Milecross England team - share success and best practices
• Identify and deliver fair outcomes for customers with potentially vulnerable circumstances
• Maintain your competence under the Training and Competency framework

Competencies

• Passionate about service and providing a great experience
• Attention to detail
• Strong organisational and communication skills
• Problem solving
• Team-working

Role Specific

• Experience in a customer facing/service role
• Experience of working in the Financial services sector

Commercial

• Awareness of how own role contributes to the wider business
• Ability to work within policies and processes and make decisions, as appropriate
• Understanding of efficiency and cost issues relevant to own role & team
• Understanding of the policies, processes and operational requirements relevant to role

Interpersonal

• Ability to drive own personal development and support the development of others
• Communication, engagement and influencing skills
• Ability to maintain key relationships and developing productive working relationships
• Ability to understand and effectively carry out instructions

What we offer

• Hours of work 36.5 hours a week. Monday to Friday, 9am - 4.30pm with 30 mins break and every other Saturday 9-12
• Holidays - 20 working days plus Bank Holidays
• Contributory Pension

Please beware that all applications will be reviewed week commencing 2nd January 2024.