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Client Support Specialist
2 months ago
Join our dynamic Customer Service team at Unity Connect as a Client Support Specialist, dedicated to enhancing our customers' banking experience.
About Unity Trust Bank
Unity Trust Bank is a distinguished, independent commercial bank committed to uplifting local communities through our banking services.
Guided by our core principles of integrity, Unity's mission is to foster a better society rather than merely focusing on profit maximization.
For four decades, we have partnered with organizations addressing social, economic, and environmental challenges across the UK.
With offices strategically located in major cities, we provide a comprehensive range of banking services, including current accounts, savings options, and lending solutions.
Unity has recently celebrated significant milestones in lending to social enterprises, charities, and other community-focused organizations.
In recognition of our commitment to social responsibility, we have received prestigious awards acknowledging our contributions to sustainable development.
Our values are deeply embedded in our organizational culture, earning us accolades as one of the Best Places to Work.
Unity was a pioneer in becoming a Real Living Wage employer and has achieved notable certifications in ethical banking practices.
The Role:
As a Client Support Specialist at Unity Connect, you will deliver a personalized telephone banking experience that genuinely addresses our customers' needs. Your expertise will streamline their interactions, ensuring their expectations are met with speed, clarity, and empathy.
By actively listening to our customers, you will gain insights into their unique requirements, enabling you to assist them with various inquiries, from everyday banking to our diverse product offerings.
Key Responsibilities:
- Manage daily operations related to account setup, ongoing support, and high-value transactions, ensuring timely and accurate processing while adhering to established procedures and regulatory standards.
- Maintain rigorous risk controls to protect the Bank from potential losses, reporting any suspicious activities as necessary. Conduct thorough customer due diligence to mitigate risks associated with money laundering and fraud.
- Ensure all modifications to customer records are substantiated by valid instructions and comply with Bank policies.
- Collaborate with the broader Bank team on various projects, contributing to team meetings and enhancing operational efficiency through process reviews and improvement suggestions.
- Engage with customers promptly and empathetically through various communication channels, including phone, written correspondence, and in-person interactions.
- Perform additional duties as required to support the Bank's objectives, including assisting other departments as needed.
The Ideal Candidate:
We are eager to connect with individuals who have experience in similar roles within the financial services sector. We seek team players who possess:
Professional Qualifications:
- Relevant banking qualifications (preferred).
Knowledge Requirements:
- A solid understanding of financial services products and regulations, ideally acquired through experience in a customer-focused processing environment.
- A willingness to learn about all facets of banking products, processes, and Unity's commitment to social impact.
This role will be based at our head office, with some flexibility for remote work depending on business needs.
