Job Description

Customer Service Administrator - Hybrid - \xc2\xa324,000 - \xc2\xa325,000 - Epsom

Are you a great people person? Do you thrive within a Customer Service environment? This is an exciting opportunity to work for an award-winning Financial Services company on a hybrid basis.

As a Customer Services Administrator, you will be responsible for the efficient and effective administration and customer service of all the Mortgage and Saving Account customers, providing front line support by providing an efficient and effective service, delivering first time contact resolution in a timely and accurate manner. You will deal with enquiries and requests in a courteous manner, aiming to resolve the enquiry and provide an excellent level of service whilst demonstrating a high level of attention to detail.

Required:

• Maintain an up-to-date knowledge of all products and services offered by the Society, its subsidiary and associated companies.

• Answering the telephones to respond promptly, accurately and efficiently to enquiries from existing customers.

• Promote the products and services offered by the company, its subsidiary and associated companies to existing customers of the company within the bounds of the categorisation as an \'information only\' provider under the FCA\'s regime. As such, take care to avoid making comment, orally or in writing, which may be construed as offering advice and/or guidance and, where relevant, adhere to scripted questions during telephone communications.

• Undertake general day to day administration duties encompassing all aspects of Mortgage Accounts procedures such as mortgage completions, redemption\'s including provision of redemption figures, capital payments, monthly payments, transfers, retention releases, customer amendments, Insurance and Assurance, general enquiries etc.

• Contact customers periodically regarding the services/products utilised to ensure suitability and encourage take-up of other related products. Deal with the dispatch of customer questionnaire forms as and when necessary and analyse/summarise the results of questionnaire and marketing activities.

• Assist in the administration of mortgage arrears operations including the provision of any necessary statistical information.

• Discharge delegated responsibilities as listed on the Society\'s Authorities Schedule.

• Prepare and issue standard or dictated letter responses to savings customers as appropriate, including researching and responding to "Lost Account" enquiries.

• Perform the cashiering function at Head Office; opening new savings accounts, closing existing savings accounts, amending existing account data, financial additions to and withdrawals from individual accounts including mortgage repayments from savings accounts, via SUMMIT and the supporting Front line system.

• Deal with all administrative amendments relating to both customer details and account details, including address changes, R85 registration/cancellation, applying notice requests, etc.

• Assist with all aspects of the Registration process in line with laid down procedures.
• Undertake all aspects of system testing including new products and statements as required.

• Undertake general day to day administration duties encompassing all aspects of internet accounts procedures, including applications, security, amendments and secure messaging.

• Liaise with external suppliers and maintain business relationships with third parties as required.

• Undertake checking of daily, weekly and monthly reports as required.

• Attend Internal or External meetings as required.

Benefits

• Scaled pension scheme - up to 16%
• 23 days holiday allowance rising to 27 with service
• Parking permit for a local car park
• Discretionary bonus based on both the company & your performance
• Social events
• Staff monthly draw
• Perkbox
• Bupa Private Medical Insurance
• Bupa Cash plan
• Professional study financial support
• Volunteer day per year
• Life assurance - 4x salary
• Income protection
• Season ticket loan
• Hybrid working options
• Buy and sell holiday

Please apply today to be considered for this position.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

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05/08/2023 16:01:33 GBP 24000.00 25000.00 Annum

Tate Recruitment