Full Time Customer Service Consultant/banking

1 week ago

Southport, Sefton, United Kingdom KBA FS Ltd Full time

Job description

Customer Consultant Role


We have an exciting opportunity within our Southport agency for a self-motivated Customer Consultant who is a team player and will be passionate about delivering excellent service to our customers.

If you like people and enjoy delivering a high-quality customer experience, you'll enjoy working within our agency as a customer consultant.


Potential opportunities to progress
The Customer Consultant Role can be the ideal starting and training role to learn the fundamentals of Financial Services.

At KBA offer wide progression opportunities from customer consultant through to Chartered Financial Planner or into the Management team, anyone looking for a career would fit right at home.

We offer on the job support for personal development, taking your career to where you best fit in.

Whether that's joining our Management Team, Mortgage Team, progressing into a Paraplanning Role or starting the journey to become a Financial Planner or Chartered Financial Planner we will support you along the way.

You get study support and recognised qualifications at the end of the journey as far as the equivalent of degree level where possible and beyond.

We value internal progression and 90% of our senior management team have internally progressed by starting out in a lesser role and progressing with the company and we provide the leadership training to go with this.

In the Financial Planning space, we are home growing advisers and paraplanners in different locations which allows a fantastic opportunity for people with no experience to have a future in Financial services.


This is a unique opportunity to get your 'foot in the door' of a company that is growing, which allows you to grow with them.

As with anything that's worth doing, you have to 'cut your teeth' on learning the basics before progression but we have seen great success from people joining us as a customer consultant in the building society agencies and quickly progressing to other roles both in terms of responsibility, job role and salary.

We also have people that have come in specifically to be a customer consultant in the building societies and look after our clients, so if progression isn't for you but you still want to come and join an exciting team with culture at the heart of everything it does, look no further.


What You'll Do


As a Customer Consultant you will deliver an exceptional customer experience, whether you're welcoming our customers or providing information on our products and services, you'll always deliver an outstanding customer experience every step of the way making sure that what we do is always in our customer's best interests.

You will be dealing with customers financial transactions and opening savings accounts on behalf of the Building Society that we look after.


This role is a Full Time position, with the working hours being Monday to Friday 9am to 4:30pm then Saturdays between 9am - 12pm either on a rota basis.


Who will you work for?


You will be employed by KBA FS Ltd who have offices in Leigh, Lancashire, Nantwich, Cheshire, Bury and London Bishopsgate.

KBA FS Ltd are one of the top, award winning financial advisers in the country and the staff have a passion for financial planning and excellent customer service, helping all clients and customers on the road to financial independence and beyond.


KBA's ethos is that anyone associated with the company should have a better life because of it. Whether that be employees, clients and customers or the local community. So why not be part of this exciting, growing team who genuinely care about your future and the impact they make on you, the customers and the communities in which they operate.

Skills Required:

  • A proven track record in delivering a fantastic Customer experience.
  • Previous experience of working in customerfacing sales environment.
  • Experience of building strong relationships with your customers.
  • Financial Services Industry knowledge (desirable, but not essential as training will be provided).
  • Good administration & PC skills.
  • Excellent team working skills.
  • Fantastic communication skills both written and verbal.
  • The ability to work with limited supervision.
  • Excellent attention to detail.
  • The ability to travel to other branches, as and when required.
  • GCSE Maths & English or equivalent.
Experience of handling cash is preferable.

You will be entitled to a company pension scheme and also death in service benefits.

So.

If you've got a solid background in providing excellent customer experiences and you want to develop a career in an empowering, respectful and supporting business then why not join us?


Our people are our heart and soul; we're commercial and caring, big enough to offer you a challenge and small enough for you to make a real impact.

We're devoted to putting people first and doing the right thing by providing real help with real life

**Benefit

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