Financial Services Professional

2 days ago


StratforduponAvon, Warwickshire, United Kingdom Your Neighbourhood Credit Union Limited Full time
About the Role

The Customer Adviser position involves providing prompt and courteous member service by processing transactions and cross-selling products and services. This role also includes answering telephone calls and responding to member inquiries/problems efficiently, as well as balancing ATM machines when requested.

The ideal candidate will uncover members' needs and assist them in utilizing the best products or services. They will complete tracking sheets properly and submit them on time, make at least 5 sales calls per week, and refer high-level referrals weekly.



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