Customer Services Advisor - New Business

Providing the first point of contact for prospective customers and intermediaries making enquiries about the products and services offered by the Company.

Main Tasks:

Small Team predominately taking mortgage and savings calls and completing various administration tasks.

Maintain an up to date knowledge of all products and services offered by the Company and any third parties with whom we have a formal relationship.

Respond promptly, accurately, and efficiently to enquiries from existing and prospective customers, intermediaries and other relevant third parties ensuring a helpful solution is offered in all instances.

Promote the products and services offered by the Company to existing and prospective customers and intermediaries.

Issue relevant literature, illustrations and application forms for savings accounts, mortgages and additional loans to prospective and existing customers and to intermediaries.

Proactively follow up enquiries made through marketing activities or the website with a view to converting these into applications for the Company's products or leads for third parties.

Respond to requests for progress updates from customers or intermediaries between receipt of the application and the Completion of a mortgage account.

Proactively call our existing mortgage customers to provide details of alternative products at the end of their Mortgage product.

Provide support and cover for other team members as requested.

Hybrid working available after completing 6 months probation period.

After completing probation there is an opportunity to apply to study for professional qualifications which is paid for by the Company.

BENEFITS

Scaled pension scheme - up to 16%
23 days holiday allowance rising to 27 with service
Parking permit for a local car park
Discretionary bonus based on both the company & your performance
Society social events
Staff monthly draw
Perkbox
Bupa Private Medical Insurance
Bupa Cash plan
Professional study financial support
Volunteer day per year
Life assurance - 4x salary
Income protection
Season ticket loan
Hybrid working options
Buy and sell holiday

APPLY TODAY

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.