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Customer Service Consultant
2 months ago
Are you passionate about enhancing customer experiences? As a Financial Member Advisor at Ultimate Banking, you will have the opportunity to make a meaningful difference in the lives of our clients. Your role will involve guiding individuals in managing their financial health, which is essential for their overall well-being. At Ultimate Banking, our team is the foundation of our success, and we take pride in delivering exceptional service to our members.
Key Responsibilities:
- Conducting Financial Wellbeing Reviews to assist clients in reaching their financial objectives and empowering them with the knowledge to manage their finances effectively.
- Supporting the team in executing comprehensive member transactions and administrative tasks that ensure outstanding service delivery.
- Providing exemplary customer service and confidently addressing inquiries related to savings, loans, and other financial matters across various communication platforms.
- Identifying potential customer vulnerabilities during interactions and implementing appropriate safeguarding measures to protect their interests.
Qualifications for Success:
- Demonstrated excellence in customer service.
- Able to work on-site during weekdays with occasional Saturday mornings.
- Prior experience in a customer-facing role within the financial services sector.
- Possession of a valid driver's license is preferred.
Employee Benefits:
- Recognition programs to celebrate your contributions.
- Exclusive discounts through our rewards program.
- Annual bonus opportunities.
- Support for physical, mental, and financial well-being.
- Pension plan, life insurance, and income protection.
- Holiday exchange options.
- Mortgage benefits for staff.
- Cycle-to-work initiatives.
Join a supportive and diverse workplace
