Customer Service Representative - Epsom, Surrey, United Kingdom - Tate

Tate Epsom, Surrey, United Kingdom

1 month ago

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Description

Customer Service Representative
Epsom, Surrey
Full Time Permanent Contract
Monday to Friday 9am-5.30pm (4hrs paid 'admin overtime' to be completed every other weekend)
24,000- 25,000 per annum plus BONUS and EXCELLENT Benefits (see below)

Responsible for the efficient and effective administration and customer service of Mortgage and Savings Accounts

Scope

Maintain an up to date knowledge of all products and services offered by the Society, its subsidiary and associated companies.

Answering the telephones to respond promptly, accurately and efficiently to enquiries from existing customers.

Promote the products and services offered by the company, its subsidiary and associated companies to existing customers of the Society within the bounds of the company's categorisation as an 'information only' provider under the FCA's regime. As such, take care to avoid making comment, orally or in writing, which may be construed as offering advice and/or guidance and, where relevant, adhere to scripted questions during telephone communications.

Undertake general day to day administration duties encompassing all aspects of Mortgage Accounts procedures such as mortgage completions, redemptions including provision of redemption figures, capital payments, monthly payments, transfers, retention releases, customer amendments, Insurance and Assurance, general enquiries etc.

Contact customers periodically regarding the services/products utilised to ensure suitability and encourage take-up of other related products. Deal with the despatch of customer questionnaire forms as and when necessary and analyse/summarise the results of questionnaire and marketing activities.

Assist in the administration of mortgage arrears operations including the provision of any necessary statistical information.

Prepare and issue standard or dictated letter responses to savings customers as appropriate, including researching and responding to "Lost Account" enquiries.

Deal with all administrative amendments relating to both customer details and account details, including address changes, R85 registration/cancellation, applying notice requests, etc.

Undertake all aspects of the ISA transfer (IN and OUT) process in line with laid down procedures.

Assist with all aspects of the Registration process in line with laid down procedures.

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.

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