Client Service Adviser

2 days ago


Skipton, North Yorkshire, United Kingdom Skipton Building Society Full time
About the Role

We are seeking a highly motivated and organized Client Service Adviser to join our team at Skipton Building Society. As a Client Service Adviser, you will be responsible for providing exceptional customer service to our clients, ensuring that their needs are met and exceeded.

Key Responsibilities
  • Manage a portfolio of clients, providing outstanding customer service and ensuring that their needs are met and exceeded.
  • Accurately process and allocate all notification schedules, cash/BACS receipts, and collate any necessary paperwork for clients.
  • Report potential risk situations to the relevant parties.
  • Build and maintain strong relationships with clients and debtors, promoting the name of Skipton Building Society by providing a first-class customer service.
  • Generate potential new clients by recognizing opportunities to offer our services.
Requirements
  • Ability to work accurately and efficiently under pressure and to strict deadlines.
  • Computer literate with fast, accurate keyboard skills.
  • Excellent communication skills, both written and verbal, due to the level of customer/client interaction.
  • Excellent numeracy skills.
  • The ambition to complete relevant industry qualifications (UK Finance Foundation course).
What We Offer
  • A competitive salary of up to £26,000 depending on experience.
  • A range of benefits, including 25 days standard annual leave, holiday trading scheme, quarterly discretionary bonus scheme, and more.
  • Opportunities for career development and growth within the company.


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