New Business Representative

Posted 10 April by Reed Business Support Featured Ending soon
Head office of a building society

This is an interesting and varied role where you are providing the initial point of contact for prospective customers and intermediaries regarding the products and services offered by the Society.

Main duties include:

Dealing with telephone queries. 
Continuously updating knowledge of all products in order to be able to promote products and services to existing and prospective customers.
Issue relevant literature, illustrations and application forms for savings accounts, mortgages and additional loans to prospective and existing customers ensuring that adequate stock levels are maintained.
Proactively follow up enquiries via marketing or our website (or other appropriate sources) with a view to
converting these into applications or leads for third parties
Maintain filing and record keeping systems for each mortgage application in accordance with the Society’s requirements.
Provide cover for absent colleagues and occasional assistance to Loans and underwriting and as directed by the Manager, New Business Team.
Contact customers periodically regarding the services/products utilised to ensure suitability and encourage take-up of other related products.
Carry out market research and analysis of the results as and when necessary.
Deal with general tasks and special projects that are customer related such as identifying suitable candidates for case studies.
Proactively call our existing mortgage customers to provide details of alternative mortgage solutions at the end of their fixed term.
Assist with organisation and attend exhibitions and other functions to promote the Society's products and services, as necessary.

Candidates must be prepared to work on a shift rota which is currently Monday to Thursday 8am to 6.00pm and Fridays 8am to
5.30pm) and weekend rota (Saturday 9am to 12pm), but subject to change.

It is essential that you posses a minimum of 5 GCSE'S (including Maths and English) at Grade C or above, are well spoken, used to working in a busy environment and have at least a years call centre experience

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Do you have a minimum of 5 GCSE's (or Equiv) i8ncluding maths and English?
Do you have call centre experience?
Are you happy to work Saturdays on a rota basis?
Do you have any work experience in a bank or building society?

Reference: 33951525

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