Customer Service Administrator
Customer Service Administrator
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Job Description
The role is to work as part of a team to ensure the timely and accurate administration of the Banks savings products direct liaison with the customer on the telephone and by correspondence ensuring accuracy always and that laid down processes and procedures are appropriately followed.
- Account servicing including responding to secured messages Maturities cheque processing & notice requests.
- The processing of advices to put accounts on notice to withdraw / close and the subsequent processing of withdrawals and closures.
- The vetting of application and reviewing ID to ensure compliance with Money Laundering policy performing eid checks where appropriate.
- The processing of all changes to customer static data.
- To keep electronic filing in order at all times.
- Dealing with customer product enquiries via the telephone and furnishing them with accurate product information in answer to their queries. Circa 20 of the role although flexibility will be paramount to ensure customer demands are met and skills are continually honed.
- To identify areas of improvement in relation to the customer journey.
- To keep within SLA for regulated tasks such as ISA transfers
- To keep up to date with Shawbrook products rates and T&Cs both personal and business.
- To represent the Shawbrook brand in a professional and confidential manner.
Qualifications :
- Experience in customer service or administrative role
- Excellent verbal and written communication skills
- Experience within banking or financial services
- Strong problemsolving abilities and attention to detail
- Proficiency in Microsoft Office Suite (Word Excel PowerPoint)
- Ability to multitask and prioritise in a fastpaced environment
- Strong organizational skills and time management abilities
- Customerfocused mindset with a friendly and empathetic approach
- High school diploma or equivalent
- Ability to work collaboratively in a team environment
- Adaptability to changing customer needs and company procedures
Additional Information :
Your Wellbeing We take your health and wellbeing very seriously by providing a range of benefits to give you and your family peace of mind. These include:
- Market leading family friendly policies such as access to our Maternity Adoption and Paternity policies from Day 1 of your employment
- Free access to Headspace a mindfulness & meditation digital health app
- Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
- EAP (Employee Assistance Programme) Offering you support on a wide range of subjects including financial concerns mental wellbeing and more general queries around family work housing and health
- Cycle to work scheme
- Discounts on gym membership
- Contributory pension scheme & death in service
Your Lifestyle Its important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when youre enjoying your leisure time.
- Minimum of 27 days holiday per year
- Option to buy or sell holiday days through our flexiholiday scheme
- Discounts on gym membership nationwide
- Access to discounts on a range of high street and online brands
- Community support and charitable giving
Your Contribution Were focused on rewarding those that go the extra mile in helping us achieve our goals.
- Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
- Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
