Customer Sales Adviser

Customer Service Advisor

Our client one of the UK’s largest Building Societies with 570,000 members and £7.1 billion assets is looking for a Customer Service Advisor for their branch in Otley.
 

You will be required to provide a first class service to all the customers of the Society and to achieve all targets and objectives set.

Responsible to the Branch Manager your main activities will include:-

• Generate and follow through sales opportunities (personal callers and by telephone) so that personal and team targets are met. Welcome, help and assist customers in order to build customer loyalty and maximise sales opportunities.

• Assisting the Branch Manager in building and maintaining excellent customer relationships. Support and, as appropriate train team colleagues so that good team spirit is maintained and branch targets are met.

• Suggest and follow through ideas to improve the systems, public image and appearance of the branch. Assist Branch Manager in ensuring that the branch operates in line with standards.

• Keep up to date with the latest products and market developments so that accurate and useful information is given to the customers. Look for the opportunities to take on responsibilities and undertake training over and above the standard required.

• Perform all cash and banking transactions quickly and accurately and in accordance with the Society’s Security Policy to build customer loyalty and maximise sales.

• To arrange referrals to Financial Services Advisors in respect of regulated products. No advice can be given under any circumstances.

• To arrange referrals to Branch Manager in respect of mortgage and non-investment insurance products. No advice to be given unless registered to do so.

• To maintain data / computer security at all times.

The ideal candidate will have English and Maths to GCSE level (Grades A-C) or equivalent. Possess excellent keyboard and telephone skills. You will also have experience of dealing with customers in a retail / service environment, the ability to communicate effectively at all levels and the desire to work in a target orientated company. A team worker who sees themselves as an innovate problem solver / solution provider. Someone who is able to absorb new information quickly and accurately and enjoys working within an ever changing environment. Must be accurate, numerate and computer literate and have a flexible attitude to working outside normal hours should the need arise.

Working part time 20 hrs per week, Mon, Tues, Thurs, Fri 10 - 2 plus Wed 9 - 1. This is a fixed term contract covering maternity leave. The Salary for this excellent opportunity is £13,900 pro rata plus bonus and benefits. To find out more please forward your CV.