Job Description:
Customer Service Advisor (Finance and Banking)
Macclesfield Centre
£16,500 plus Employee Benefits
Our client a growing and successful Finance and Banking Business is looking for a Customer Service Advisor to join a growing team in Macclesfield. Immediate starts available with excellent training.
The main purpose of this role is:
* To identify customer needs.
* Dealing with existing customer enquires.
* To ensure all administrative and audit procedures are complied with FCA
* Discussing and advising on Financial, banking products
* To maximize business opportunity development potential
* To progress within company structure
Main duties and responsibilities:
* Explain services and products to customers and analyse customer suitability for products
* Prepare and process applications
* Ensure all customer documentation is accurate and up to date always
* Maintain an efficient and organised branch filing system
* Actively work collection routes and collect overdue payments over the telephone and in person
* Conduct ongoing business development
* To develop detailed knowledge of both financial products and company’s standard procedures
Experience Required
The suitable candidate must have previous office customer service experience or experience in Insurance, Claims, Financial, Loans, Credit Card, Customer Service in a Financial Services with a background ideally in discussing Finance products to customers.
Due to high volume response only, suitable candidates will be contacted.