Customer Services Associate - Wimborne, United Kingdom - Ultimate Banking Ltd

Ultimate Banking Ltd
Ultimate Banking Ltd
Verified Company
Wimborne, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Our client an established and growing Building Society are seeking an experienced customer service associate to join the existing friendly team.

You will come from a background of providing excellent customer service and preferable within a financial servicesenvironment which will help with compliance and risk understanding.

This role is offered as hybrid working


What you will be doing:

The role provides a first point of contact to the Society's new savings and mortgage customers.

You will provide telephone and administration support to the Society's new and existing savings and

mortgage customers.

  • You will speak to new customers, promoting the Society's savings products. You will provide accurate and sometimes technical administration support to both savings and mortgage customers.
  • Savings tasks to include processing: payments, closures, withdrawals, new accounts, deaths, Power of Attorney registrations, bond maturities and opening new accounts and complying with money laundering regulations.
  • Mortgage tasks to include processing: mortgage completions (to include dealing with solicitors on completion), capital repayments, direct debits, redemptions, retentions and speak to customers that want to change payments/term on their mortgage.
  • You will also process online transactions through the Society's online functionality, to include providing technical support to customers when required.
  • To meet the demands of the department the role will require a 'right first time' attitude, a multitasker with a confident approach with strong customer service skills.

Your background is likely to include:

  • Track record in an administrative environment
  • Good PC skills, including word and excel
  • Excellent oral and written communication skills
  • Be willing to work towards a Certificate in Retail Banking Certificate or CeMAP

Desirable

  • Knowledge of Money Laundering legislation and data protection
  • Certificate in Retail Banking Certificate or CeMAP
  • Previous mortgage and savings experience
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