Customer Service Executive

As an award winning financial services organisation who have been in business for over 125 years, they take great pride on providing a professional service to over 47,000 customers throughout England and Wales

They are currently seeking ann additiona team member within their new business team, where you will be the the first point of contact for new customers and intermediaries who are making enquiries about the financial products (ISA’s, Bonds and Mortgages etc.) and services offered by the Society. This can include but not be limited to

• Issuing relevant literature, illustrations and application forms for savings accounts, mortgages and additional loans to prospective and existing customers and to intermediaries.
• Responding to requests for progress updates from customers or intermediaries between receipt of the application and the Completion of a mortgage account.
• Contacting and liaising with their existing mortgage customers to provide details of alternative products at the end of their Mortgage product

Whilst financial services experience is handy, it is not essential as full training will be provided, however, it is essential that you possess a good level of communication and organisational/administrative skills, coupled with the motivation and willingness to learn.

Offering an excellent remuneration and benefits package that includes an annual bonus, pensions, generous holiday overtime, hybrid working (after probationary period), free parking, professional study sponsorship and various social events throughout the year, further information is available on application.