Branch Customer Advisor

Posted 4 days ago by Hadrians Recruitment
Easy Apply

My client, a leading Financial Services provider based in the North East of England, is seeking a Customer Advisor for their growing community network.

The main purpose of the branch is the provision of savings and mortgage accounts underpinned by solid Financial Advice for those who live in and around branch locations, that are spread right across the North Yorkshire, North East, Cumbria and the Scottish borders.

A priority for the network is maintaining great relationships with both existing and potential customers through maintaining regular customer engagement and being there to help them understand and address their ever-changing financial needs.

We are looking to create a brand new team in this new location and we have some great opportunities coming up for people who are committed to delivering exceptional customer service to join us as Customer Advisers.

We would welcome applications from candidates who wish to be considered for both full time and part time roles.

You will consistently adopt a proactive and positive approach with our customers, in order to achieve the required business result.

You will also understand how best to help customers by applying the branch understanding needs process, suggesting options customers may consider and identifying leads for the relevant advice specialists.

You will be responsible for till operation, cash management, branch administration, servicing, balancing and cash replenishment.

You will efficiently complete all administration in relation to customer enquiries, leads and sales, utilising the Societies customer management systems.

Skills and Experience


As a Customer Adviser, you will become part of a team that provides 1st class, market leading customer service.

You will possess great communication skills that will result in high levels of customer satisfaction and customer advocacy for use of our products and services.

A proven ability to work as part of a team and deliver the high standards we require is essential.

Required skills

  • Customer Service
  • Enquiries
  • Financial Services
  • Savings
  • Servicing

Reference: 38887505

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