Financial Inclusion Specialist

4 days ago


Liverpool, Liverpool, United Kingdom Travelex Full time
About the Role

This is an exciting opportunity to join Travelex as a Financial Inclusion Partner, where you will play a key role in supporting our retail customers with their Foreign Exchange options and ensuring that their travel experience starts off in the best way possible.

Job Summary

We are seeking a highly motivated and adaptable individual who can provide exceptional customer service and support our customers' needs. As a Financial Inclusion Partner, you will be responsible for processing daily online FX requests and deliveries, implementing best practice legal and regulatory standards, and adhering to Travelex compliance procedures.

Key Responsibilities
  • Nurturing and forming relationships with customers to gain a better understanding of their travel and currency requirements
  • Tailoring customers' experiences based on their destination
  • Establishing yourself as a travel money ambassador and trusted advisor, providing support and advice on great Travelex products and services
  • Delivering on key performance goals both procedural, operational and customer focused
  • Utilising your keen eye for detail to process daily online FX requests and deliveries
  • Implementing best practice legal and regulatory standards and adhering to Travelex compliance procedures
Required Skills and Qualifications
  • Excellent communication skills and ability to build strong relationships with customers
  • IT proficient, with experience using computers and in-house till systems
  • Ability to work flexibly and adapt to changing circumstances
  • Pension with a great Pension Provider – Scottish Widows
Benefits
  • A wide range of insurances, including Private Medical, Dental, and Critical Illness
  • Employee wellness programmes, offering guidance and tips on wellbeing
  • Flexible hours and shift patterns to suit various lifestyles
  • Opportunity to earn a monthly bonus on top of base salary for hitting targets
  • 25 days holiday (pro-rata), with bank holidays and opportunities to gain more days
Estimated Salary: £25,000 - £30,000 per annum
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