Banking / Insurace Advisor

4 weeks ago


Manchester, United Kingdom the Best Jobs Full time

**Banking / Insurace Advisor**

**Salary - £22,000 p.a**

**Company Overview**:
Our client takes pride in being a prominent Insurance Broker company, offering comprehensive insurance solutions to their valued clients. As part of their commitment to delivering exceptional services, they have established a partnership with Yorkshire Building Society, a renowned financial institution. To further strengthen their Yorkshire Building Society agency, they are seeking a talented and experienced individual to join our team.

Position: Banking / Insurace Advisor
Location: Heywood, Bury
Employment Type: Full-time

**Role Overview**:
As a Banking/Building Society Specialist, you will play a crucial role in providing top-notch banking and financial assistance to esteemed clients through their Yorkshire Building Society agency. You will leverage your previous experience in the banking or building society sector to deliver exceptional service, handle financial transactions, and cultivate long-lasting relationships with customers.

**Key Responsibilities**:

- Engage with customers in a friendly and professional manner, understanding their unique financial needs and goals.
- Assist clients in opening new accounts, providing guidance on various banking products and services offered by Yorkshire Building Society.
- Facilitate financial transactions, including deposits, withdrawals, and transfers, ensuring accuracy and adherence to banking regulations.
- Stay up-to-date with the latest financial industry trends, products, and services to offer valuable insights to clients.
- Collaborate with the Insurance Brokers team to identify potential cross-selling opportunities and deliver a holistic financial experience to customers.
- Handle customer inquiries, resolve issues, and provide efficient solutions to ensure customer satisfaction.
- Comply with all regulatory and internal policies to maintain a high standard of professionalism and operational excellence.

**Requirements**:

- Previous experience working in the banking or building society sector is essential.
- In-depth knowledge of various banking products, services, and financial processes.
- Strong interpersonal skills with the ability to build and maintain excellent customer relationships.
- Excellent communication skills, both verbal and written, to articulate complex financial concepts clearly.
- Detail-oriented and capable of handling financial transactions accurately and efficiently.
- A proactive attitude with the ability to identify opportunities for customer satisfaction and business growth.
- Familiarity with insurance products and services is a plus, but not mandatory.
- Relevant qualifications in finance, economics, or a related field will be advantageous.

**Why Join Us**:
By joining us you will become an integral part of a dynamic and customer-focused organisation. You'll have the opportunity to work in a collaborative environment where your ideas are valued, and your professional growth is encouraged. We offer competitive remuneration, benefits, and training programs to support your development and enhance your skills.

**How to Apply**:
Join us on this rewarding journey to provide top-tier financial services and insurance solutions to our valued clientele. Become a part of our Yorkshire Building Society agency and help us create a secure and prosperous future for our customers.



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