Customer Service Adviser

3 weeks ago


Wilmslow, United Kingdom Milecross Financial Solutions Full time

**About us**

Milecross Financial was established in 2005 in Newtownards in County Down. Since then it has grown into one of the largest financial advice practices in the UK.

We’ve been helping people make informed financial decisions, in good times and challenging times, for close to 20 years. We provide an ethical, transparent and friendly service on a face to face, telephony or online basis.

We are currently searching for a motivated, experienced and reliable Customer Service Adviser to join our small friendly team in Wilmslow.

Milecross Financial have a relationship with Yorkshire Building Society (YBS) providing face to face service in multiple locations.

**What we are looking for**

The main part of the role will be working within the YBS agency where you will be handling customer’s money, dealing with queries, answering questions and opening accounts on behalf of the Yorkshire Building Society.

**Key Accountabilities and Responsibilities**
- Develop and maintain thorough knowledge of YBS savings products and high-level awareness of client proposition
- Deliver an exceptional customer experience and feel compelled to achieve fair and positive customer outcomes.
- Contribute by creating ways to enhance the customer experience by challenging practices to simplify and improve the customer experience and improve standards
- Create greater and positive brand awareness locally and potential business opportunities
- Play an active role in the wider Milecross England team - share success and best practices
- Identify and deliver fair outcomes for customers with potentially vulnerable circumstances
- Maintain your competence under the Training and Competency framework

**Job Types**: Full-time, Part-time, Permanent

**Salary**: £21,000.00-£23,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- Private medical insurance

Schedule:

- Monday to Friday
- Weekend availability

**Experience**:

- Banking: 1 year (required)

**Language**:

- English (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person

Application deadline: 04/02/2024



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