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Customer Services Executive

Posted 16 February by Shawbrook Bank Easy Apply Ended

To provide operational and administration support within the Customer Services department

To support the Customer Services Manager to provide a high service level to customers/brokers/sales staff

Customer Service Executive


  • Answering telephone calls & email enquiries
  • Dealing with HPI queries
  • Producing and issuing Welcome letters, annual statements, VAT invoices
  • Dealing with In Life Management queries from customers, brokers, dealers and staff
  • Arranging original documents to go off site

Settlement and Sales Invoice Enquiries

  • Provide Settlement Quotes & issue Settlement letters
  • Produce Sales invoices and deal with settlement and invoice enquires
  • Complete restructures on Ambit

Continuous Improvement:

  • Liaising with other Departments to enhance and improve Customer Services and promote good business practice
  • Adhere to all Legal, Regulatory, Compliance policies and procedures.
  • Adhere to all HR requirements as described in the HR policies.
  • Report all issues of regulatory concern to the Operations Director/Compliance Manager
  • Report and Escalate Potential Risk Events to Operations Director/Compliance Manager
  • Any Ad hoc project work as applicable
  • Maintain an awareness of changes to legislation including Consumer Credit Act, Data Protection Act, Anti Money Laundering Regulations and ensure compliance thereof
  • Adhere to all HR requirements as described in the HR policies

Customer Service Executive Knowledge & Skills

  • GCSE level maths and English
  • Asset finance and Customer Service experience gained within an Financial Services environment
  • Proven track record of achievements within Customer Services & Financial Services environment
  • Knowledge of Hire Purchase and Leasing
  • Computer literate (good knowledge of MS Office suite - Excel, Word)
  • Conscientiousness
  • Meeting deadlines
  • Self-confidence

Location: Glasgow

If the position of the New Business Operations sounds of interest please get in touch

Reference: 34493654

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