Customer Service Assistant

5 months ago

Belfast, United Kingdom Progressive Building Society Full time

**Who are we?**

Progressive Building Society is a leading local financial institution with a proud reputation for customer service excellence. Our purpose is to encourage local people to save and become homeowners, through our personal, caring & common-sense approach, essentially nurturing financial wellbeing for current and future generations. With a strong high street presence, our vision is to be the savings and mortgage provider of choice in Northern Ireland.

**What will you be doing?**

To provide excellent customer service to our members and administrative support to the Wellington Place branch.

This role will primarily involve providing customer service to our members and performing a range of key investment processes and administrative duties. Full and comprehensive training will be provided.

**What's on offer?**
- Attractive Salary and benefits
- Generous holidays - 25 days plus up to 12 Bank Holidays
- Additional day off for your Birthday
- Holiday purchase scheme
- Excellent pension with up to 20% employer pension contribution
- Life Assurance and Group Income Protection Schemes
- Discretionary Annual Bonus scheme
- Health Cashback Plan
- Employee Assistance Programme
- Wellbeing promotion and health initiatives
- Volunteering opportunities
- Excellent culture and investment in personal development.

**About The Role**

**ROLE SPECIFIC**
- Act as a first point of contact, offering a professional service to our Members in a manner that reflects the Society’s values;
- Build relationships with our Members;
- Maintain knowledge of our products;
- Help and support our customers by providing information on our products and maintain knowledge of our products
- Carry out a range of daily branch tasks including those for start of day, till operations, account / miscellaneous transactions, till balancing, nominal receipts and withdrawals processing and end of day;
- Carry out a range of investment tasks in relation to account opening, passbooks, investment receipts and withdrawals, account closure, death of investors, non-personal accounts, NOR accounts and account amendments;
- Maintain knowledge of branch, investment and security procedures;
- Adhere to the Society’s Treating Members Fairly standards;
- Deal with enquiries face to face and over the telephone in a professional manner;
- Undertake various administrative duties including mortgage administration duties if / as required;
- Liaise with Head Office staff as required.

**Hours of Work**

Monday-Friday 9.00am to 5.00pm, plus a Saturday morning (9.30am to 12.00noon) on a rota basis which attracts a generous allowance. (please note that we are currently not operating on a Saturday rota on a temporary basis)

You should be flexible with regards to hours worked, should the Society decide in the future to introduce changes to working patterns to accommodate changing customer needs.

**Qualifications**
- 6 GCSE passes (or equivalent) at Grade C or above, including English and Maths

**Essential Criteria**
- Minimum 2 years’ experience in a customer facing role with administration duties
- IT literate and proficient in the use of Microsoft Office
- Excellent communication & numeracy skills
- A positive attitude to customer service
- The ability to work well as part of a team
- An enthusiastic and positive attitude to work
- Highly organised with the ability to work quickly and accurately

**Desirable Criteria**
- Similar experience within the financial services industry

**Required Criteria**
- 6 GCSE passes (or equivalent) at Grade C or above, including English and Maths
- Applicants should have at least 2 continuous years’ work experience in a customer-facing role
- Minimum 2 years’ cash handling experience
- IT literate and proficient in the use of Microsoft Office
- Excellent communication & numeracy skills
- A positive attitude to customer service
- The ability to work well as part of a team
- An enthusiastic and positive attitude to work
- Highly organised with the ability to work quickly and accurately

**Desired Criteria**
- Previous experience in a similar role in the banking/financial industry

**Skills Needed**

Answering Customer Questions, Establishing Rapport With Clients, Ability to Use Positive Language, Data Entry and Basic Computer Skills, Ability to Identify and Anticipate needs

**About The Company**

Careers at Progressive

We know that looking for a career means so much more than just finding a job. At Progressive, we want to help you find your happy place to work.

We firmly believe in encouraging our employees to achieve the right balance between their work and personal lives, delivering access to and promoting family-friendly policies.

This not only increases employee satisfaction but also enables Progressive to meet the needs of our Members and supports the Society in being positioned as one of the most successful financial institutions in Northern Ireland.

**Company Culture**

To work for Progressive is to be

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