Customer Services Associate

4 days ago


Wimborne, United Kingdom Ultimate Banking Ltd Full time

Our client an established and growing Building Society are seeking an experienced customer service associate to join the existing friendly team. You will come from a background of providing excellent customer service and preferable within a financial servicesenvironment which will help with compliance and risk understanding.

This role is offered as hybrid working

**What you will be doing**:
The role provides a first point of contact to the Society’s new savings and mortgage customers.

You will provide telephone and administration support to the Society’s new and existing savings and

mortgage customers.
- You will speak to new customers, promoting the Society’s savings products. You will provide accurate and sometimes technical administration support to both savings and mortgage customers.
- Savings tasks to include processing: payments, closures, withdrawals, new accounts, deaths, Power of Attorney registrations, bond maturities and opening new accounts and complying with money laundering regulations.
- Mortgage tasks to include processing: mortgage completions (to include dealing with solicitors on completion), capital repayments, direct debits, redemptions, retentions and speak to customers that want to change payments/term on their mortgage.
- You will also process online transactions through the Society’s online functionality, to include providing technical support to customers when required.
- To meet the demands of the department the role will require a 'right first time’ attitude, a multi-tasker with a confident approach with strong customer service skills.

**Your background is likely to include**:

- Track record in an administrative environment
- Good PC skills, including word and excel
- Excellent oral and written communication skills
- Be willing to work towards a Certificate in Retail Banking Certificate or CeMAP

**Desirable**
- Knowledge of Money Laundering legislation and data protection
- Certificate in Retail Banking Certificate or CeMAP
- Previous mortgage and savings experience



  • Wimborne, United Kingdom Ultimate Banking Ltd Full time

    **Customer Services - Mortgage & Savings** Location: Dorset - Wimborne Up to £24/25k + benefits Hybrid Our client is an award winning and highly customer focussed financial services provider. They have an exciting opportunity for someone to join their customer services team, supporting their savings and mortgage customers. The main purpose of the role is to...


  • Wimborne BH, United Kingdom Teachers Building Society Full time £18,000 - £26,775 per year

    CSA (Customer Service Associate)Location: Wimborne, Dorset / HybridFull Time - 35 hours per week (Monday - Friday, 9:00am-5:00pm)Salary: Up to £26,775 per annum DOEWe are seeking a dedicated and enthusiastic Customer Service Representative to join our dynamic team. In this role, you will provide telephone and administration support to the Society's new and...


  • Wimborne, United Kingdom EastBoro Full time

    Customer Services Officer 22.5 hours per week £10.90 per hour £12,788.07 annual East Boro Housing Trust is a registered provider of social housing that seeks to positively impacts the lives of people. We are proud to create opportunities that make things happen - for people and families. We’re a busy team with lots to do. We can only achieve this if...


  • Wimborne, United Kingdom EastBoro Full time

    Customer Services Officer 23.5 hours per week £9.68 per hour £18,624 per annum pro rata Hybrid working East Boro Housing Trust is a registered provider of social housing that seeks to positively impacts the lives of people. We are proud to create opportunities that make things happen - for people and families. We’re a busy team with lots to do. We can...


  • Wimborne, United Kingdom Rubicon People Partnership Full time

    **Customer Service Administrator, Wimborne, Starting salary of £22,000** The **purpose** of this role As a **Customer Service Administrator,** you'll be a vital part of the team, providing administrative support whilst delivering the highest level of customer service at all times. **Benefits** - **3:30pm finish on a Friday**: - **25 days holiday**: -...


  • Wimborne, United Kingdom Asda Express Full time

    **Role**:Customer Service Assistant **Location**:Wimborne, BH21 3LE **Hours**:Part-Time Hours Available / Permanent **Hourly Rate**:£11.44 **Bonus Scheme**:Quarterly Bonus Incentive! **Company**: Asda Express We are looking for friendly and dedicated Sales Assistant who can provide outstanding customer service to join our welcoming Retail Forecourt...


  • Wimborne, United Kingdom Frank Howard Tools and Fixings Full time

    **Role: Customer Service Advisor** Reporting to: Regional Sales Director Location: Wimborne, BH21 Type: Permanent, Full Time Hours: Monday to Friday, 8am to 5pm Salary Banding: Executive Level 1 - £24,000 - £27,000 (based on experience) **Company Overview** Frank Howard Tools & Fixings, founded over 30 years ago, is located in Essex. The business...


  • Wimborne, United Kingdom Farrow & Ball Full time

    **Farrow and Ball - **Customer Services Advisor, Wimborne, Dorset (Hybrid)** We are currently looking for an enthusiastic individual to join our Customer Service Team in Wimborne, as a Customer Service Advisor. We are offering this position on a full-time hybrid basis. Farrow & Ball is a luxury British lifestyle brand that prides itself in creating richly...


  • Wimborne, United Kingdom Metal Finishings Ltd Full time

    **Job Overview** **Duties** - Provide support for clients regarding product information, order status, and service issues. - Utilize effective phone etiquette to maintain a positive customer experience. - Perform data entry tasks accurately while managing multiple customer accounts. - Conduct outbound calling as necessary to follow up on customer requests...


  • Wimborne, United Kingdom 4 SALES MATTERS LIMITED Full time

    Customer Service Manager Lead, Inspire & GrowLocation: Wimborne, DorsetSalary: £35,000 £42,000 + Profit Share + Great BenefitsAre you a people-focused leader who loves turning busy operations into well-oiled, high-performing teams? Do you take pride in delivering exceptional customer service while building a culture of trust, collaboration, and...