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Customer Service Representative

2 months ago

Bournemouth, Bournemouth, United Kingdom Ultimate Banking Full time

**Job Summary**

Ultimate Banking is seeking an experienced administrator to join our team as a Customer Service Associate. As a key member of our customer service department, you will provide exceptional 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 resolving issues.
  • Identify, support, and assist vulnerable customers, understanding their needs for flexibility and providing reassurance and support while working within our Vulnerable Customer Policy.

**Requirements**

  • Proven track record in an administrative environment.
  • Excellent 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.