Customer Service Assistant

7 months ago

Enniskillen, 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 Enniskillen 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.

**Key Benefits**
- Competitive Salary
- Annual KPI Bonus Scheme
- Excellent pension with up to 20% employer pension contribution
- Life Assurance Scheme
- Group Income Protection
- Health cash plan with money back on dental, optical costs etc.
- BUPA membership
- Generous holidays - 25 days plus up to 12 Bank Holidays
- Day off for your birthday
- Holiday purchase scheme
- Excellent training and volunteering opportunities
- Wellbeing initiatives

**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 belie

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