Customer Consultant

3 weeks ago

Lancaster, United Kingdom Ardonagh Advisory Full time

Customer Consultant - Lancaster - ARD1036118

#AIB

This is a FIXED TERM CONTRACT FOR 6 MONTHS as a face-to-face customer service advisor working 9-5 Monday to Friday and every other Saturday morning (9-12pm) in our Lancaster branch.

Are you looking for a career in the Finance Industry? We’re on the hunt for a Building Society Cashier who uses their work experience to work in a small Yorkshire Building Society (YBS) team to help meet customer expectations and business targets. Is a career within a stable business, where you will have flexibility and fun with a great team what you’re looking for? Then please, read on…

Where does this role sit?

Our Guy Penn Insurance Brokers Lancaster and Kirkham offices, whilst specialising in the placement of insurance for businesses from individual trades people to large commercial UK entities, are also agents for Yorkshire Building Society. As a result, we have a vacancy for a Building Society Cashier.

The successful candidate will be expected to work solely on the respective activities emanating from the building society, but will be employed by Guy Penn Insurance, due to the ownership of the agency being with ourselves. Therefore, by being an employee, the individual will receive all the same benefits that Guy Penn Insurance staff receive, but their responsibilities, day to day activities and training will be aligned to those agreed by YBS. Guy Penn is part of Ethos Broking, who in turn are part of the Ardonagh Group.

So, what does the role of a Building Society Cashier here involve?

This role will be made for you if you love working in a small team to provide a high quality customer facing service. You will need to meet all customer needs and promote YBS’ products and services.

This is an overview and not an exhaustive list of responsibilities. Collaborating with your Line Manager, you will develop your own objectives but focus on all of the following and more:

  • Responsible for opening and closing the branch.
  • Effectively process all transactions ensuring no errors are made and that the till balances at the end of each day.
  • Ensure that all administration duties are performed accurately and in accordance with the YBS procedures
  • Assist customers with enquires, reviews and account opening.
  • Communicate and promote products and services as required by the YBS.
  • Have a working a practical knowledge of the Society’s risk management framework and understand the risks associated with your day-to-day activities.
  • Follow and understand the procedures set out in the teller and process manuals, reporting and escalating controls that are unworkable or unnecessary.
  • Ensure prompt escalation of issues, incidents and complaints.
  • Deal with branch compliance returns.
  • General office duties including answering the phones, post etc.

What experience does our Building Society Cashier need?

It would be beneficial if you have experience gained from within the Banking/Building Society industry particularly in a customer facing role but this is not essential as full training can be given. Knowledge and understanding of the general running of a bank/building society and the products offered will be preferred.

The rest is all about you as a person;

  • Most important is your ability to bring your best self to work every day to give our customers the best possible experience.
  • Next, we need you to be professional, proactive, use your initiative and show us your entrepreneurial spirit.
  • An organised, accurate, numerate and computer literate.
  • An enthusiastic team player who can quickly build trust with the team and customers and have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way.
  • Always demonstrate integrity, not only is this essential within a financially regulated organisation, it’s also the right way to be.

In return you will be welcomed and supported by our Ardonagh family. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

  • Holiday entitlement of 26 days plus bank holidays (pro-rata for part time hours)
  • Opportunity to progress your career across the entire Ardonagh family
  • Pension scheme for when you feel it’s time to retire
  • 24-hour support for you and your families physical and mental wellbeing
  • Corporate perks such as discounted gym memberships, cinema tickets, shopping, Eyecare vouchers, cycle to work and much more
  • 1 days paid volunteering day to give back to our communities
  • Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community
  • The Spotlight Awards, where we shine a light on the brightest talent across our group

So, what are you waiting for? Apply today and one of our team will be in touch.

Guy Penn is part of Ethos Broking, a collection of Brokers that sit within Ardonagh Advisory and are part of The Ardonagh Group which spans the breadth of the insurance sector, powered by our more than 9000 employees. The diversity of brands and breadth of products and solutions for our customers bring huge opportunity. Ardonagh Group is an equal opportunities employer, and we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please

Why not check us out on LinkedIn or speak to one of our team to find out what life’s really like with The Ardonagh Group family.

#LI-RK1 #ftc

The Company

Ethos Broking, part of Ardonagh Advisory and The Ardonagh Group is a highly active acquisition platform focused on the UK regional insurance market. Having acquired 40 independent brokers since 2016 through a ‘hub and satellite’ acquisition strategy, Ethos now boasts a combined GWP of over £300m.

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