Commercial Support Officer - Cardiff, United Kingdom - Principality Building Society

Principality Building Society

Verified Company

Cardiff, United Kingdom

1 week ago

Posted by:

Tom O´Connor

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Description

Commercial Support Officer:

The job:

The Customer Support Officer enables the Principality Commercial team to achieve its business objectives, by undertaking general administration and servicing duties which provide support to the Relationship and Underwriting teams.

What you'll do:

Supporting Relationship Managers (RMs) with the management of their portfolio, undertaking high quality tasks as required

Typically, these will include:

Supporting the RMs in the administration of new business acquisition, including production of offer letters
General administration of customer accounts
Supporting RMs with annual reviews
Ensuring that customer data held on Principality IT systems is uptodate and accurate
Supporting RMs on customer/site visits
Dealing with general enquiries from either solicitors and/or customers
Actively seeking out opportunities to improve our systems or ways of working

What we are looking for:

Competent in Microsoft Office Excel and Word
Willingness to complete training independently as well as in a classroom setting
Ability to form good working relationships with colleagues, customers and key stakeholders
Demonstrate excellent communication skills enabling you to engage in effective conversations with our customers
The ability to take ownership of customer enquiries through to resolution, you will pride yourself on delivering a customer experience that exceeds expectations, delivering a personalised, friendly & efficient service
Be resilient to a continuous changing environment
Desirable_
Experience in financial services is desired but not essential as we are looking for people that are passionate about customer service

Competencies: