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Banking Customer Service Advisor

2 months ago

Chester, United Kingdom Pontoon Solutions Full time

Customer Service Advisor/Treasury Client Advisor

£38,000 pa

Contract until Dec 31st 2024 - perm potential.

Chester (3:2 office:home)


We are currently recruiting for a Treasury Client Servicing Advisor/Customer Service Advisor to join our Chester team. Our EMEA Client Service Team works with a varied multi-national client base and you’ll be responsible for navigating our cash management and treasury services on their behalf. You will establish yourself as a trusted advisor to your dedicated portfolio of clients, whilst liaising with internal teams and stakeholders. If you have a natural client first approach and a passion for delivering a market leading service, we will want to hear from you


Responsibilities:


  • You will support clients with all aspects of their treasury movements, managing expectations with regular updates.
  • You will provide front line support, navigating all internal partnerships and activities throughout the enquiry.
  • You will form client relationships through regular verbal communication, understanding our client’s business and priorities.
  • You will provide advice to clients through analysis, identifying operational efficiencies, repair reduction and self-service opportunities.
  • You will tailor your service approach according to client needs to influence positive ‘client satisfaction’ survey responses.
  • You will resolve conflicts while appropriately escalating concerns that may jeopardise client experience.
  • You will leverage industry and product knowledge to deepen client relationships and mitigate risk.
  • You will partner with internal teams such as Sales, Product, Operations, Technical Support and Fulfilment to provide a seamless delivery to the client.



What we are looking for:


  • You will have experience in client service or client facing roles.
  • You will have an appetite to evolve and add to a continued excellence environment.
  • You will have effective verbal and written communication skills.
  • You will have Influencing skills to provide a timely resolution for the client.


Skills that will help (optional):


  • Experience gained within financial services or investment banking would be an advantage.
  • An understanding of cash management and/or treasury products and clearings would be an advantage.
  • Fluency in a major European language in addition to English would be an advantage.


Pontoon Solutions is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.