Customer Service Representative
17 hours ago
**Job Summary**
Ultimate Banking is seeking an experienced administrator to join our team as a Customer Service Associate. The successful candidate will provide exceptional customer service and administrative support to our new and existing savings and mortgage customers.
**Key Responsibilities**
- Process savings tasks, including payments, closures, withdrawals, new accounts, deaths, Power of Attorney registrations, bond maturities, and opening new accounts, while complying with money laundering regulations.
- Process mortgage tasks, including mortgage completions, capital repayments, direct debits, redemptions, retentions, and speaking to customers who want to change payments/term on their mortgage.
- Provide technical support to customers through online transactions and assist with online functionality.
- Identify, support, and assist vulnerable customers, understanding their needs for flexibility and providing reassurance and support while working within the requirements of our Vulnerable Customer Policy.
**Requirements**
- Track record in an administrative environment.
- Good PC skills, including word and excel.
- Excellent oral and written communication skills.
- Willingness to work towards a Certificate in Retail Banking Certificate or CeMAP.
**Desirable Qualifications**
- Knowledge of Money Laundering legislation and data protection.
- Certificate in Retail Banking Certificate or CeMAP.
- Previous mortgage and savings experience.
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