This job has ended. Find similar jobs.

Customer Service Advisor

Posted 10 March by Get Recruited (UK) Ltd - Easy Apply Ended

Customer Service Advisor (Finance and Banking)

Alderley Edge

£19,000 plus £7,000 Bonus and Employee Benefits

Our client a growing and successful Finance and Banking Business is looking for a Customer Service Advisor to join a growing team in Macclesfield. Immediate starts available with excellent training.

The main purpose of this role is:

  • To identify customer needs.
  • Dealing with existing customer enquires.
  • To ensure all administrative and audit procedures are complied with FCA
  • Discussing and advising on Financial, banking products
  • To maximize business opportunity development potential
  • To progress within company structure
  • Ensuring compliance with the requirements of the Company, the FCA and other regulatory organisations

Main duties and responsibilities:

  • Explain services and products to customers and analyse customer suitability for products
  • Prepare and process applications
  • Ensure all customer documentation is accurate and up to date always
  • Maintain an efficient and organised branch filing system
  • Actively work collection routes and collect overdue payments over the telephone and in person
  • Conduct ongoing business development
  • To develop detailed knowledge of both financial products and company's standard procedures

Experience Required

The suitable candidate must have previous Banking, Insurance, Claims, Financial, Loans, Credit Card, Customer Service in a Financial Services with a background ideally in discussing Finance products to customers.

Due to high volume response only, suitable candidates will be contacted.

Required skills

  • Banking
  • Loans
  • Mortgage
  • Financial
  • customer service

Reference: 34654753

Bank or payment details should not be provided when applying for a job. is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job