Customer Service Representative

Office Angels; Epsom; On-site; GBP 22,000 - 25,000; Full time

Job summary

A leading financial institution is seeking a Customer Service Representative to provide excellent customer service and manage Mortgage and Savings Accounts. The successful candidate will be part of a supportive team, contributing to a varied role with opportunities for training and development.

Benefits

Friendly, supportive team culture

Training and development opportunities

Opportunity to make a meaningful impact on customer experience

Qualifications

• Background in financial services or a regulated industry preferred.
• Experience in a fast-paced telephone customer service environment.

Responsibilities

• Handle telephone enquiries from customers regarding mortgage and savings accounts.
• Maintain up-to-date knowledge of all products and services offered.
• Carry out all aspects of mortgage account administration.

Skills

Organisational skills

Communication skills

Problem-solving

IT literacy

Team-oriented mindset

Tools

SUMMIT

Frontline

Job description

Job Title: Customer Service Representative
Location: Epsom

Salary: Up to £25,000

Reports to: Customer Service Manager

About the Opportunity

We are currently recruiting on behalf of our client, a well-established financial institution, for a Customer Service Representative to join their team. This is an exciting opportunity for someone with a passion for delivering excellent customer service and an interest in the financial services sector. You will play a key role in ensuring the efficient and effective administration of Mortgage and Savings Accounts.

Desirable:

• Background in financial services or a regulated industry


• Experience in a fast-paced telephone customer service environment

Key Responsibilities

• Maintain up-to-date knowledge of all products and services offered by our client and their affiliated companies.


• Handle telephone enquiries from existing mortgage and savings customers, providing prompt, accurate, and helpful responses.


• Clearly explain products and services within the scope of the client's regulatory classification as an 'information only' provider, avoiding advice or guidance.


• Carry out all aspects of mortgage account administration, including completions, redemptions, payments, product transfers, lease extensions, and general enquiries.


• Prepare and send standard or dictated customer correspondence, including handling lost account enquiries.


• Perform cashiering duties at Head Office, including opening, closing, amending, and processing transactions on savings accounts using internal systems (SUMMIT and Frontline).


• Manage changes to customer and account information such as address updates, notice requests, and nominated bank account amendments.


• Administer ISA transfers (both incoming and outgoing) and assist with account registration procedures.


• Support other departments as required, such as Loans Underwriting and the New Business Team.


• Assist with system testing for new products and features.


• Process internet account administration, including applications, security, and secure messaging.


• Check and verify daily, weekly, and monthly reports.


• Attend internal and external meetings as required.


• Undertake additional duties as assigned by the Customer Service Manager or senior leadership.

Key Skills & Experience

Essential:

• Excellent organisational skills and attention to detail


• Strong written, verbal, and listening communication skills


• Ability to manage multiple tasks and switch priorities when needed


• Logical, analytical approach to problem-solving


• Fast learner with a strong sense of curiosity


• IT literate with the ability to use a range of software and internal systems


• Team-oriented with a proactive and flexible mindset

Why Join Our Client?

• Friendly, supportive team culture


• Training and development opportunities


• Varied and rewarding role within the financial services sector


• Opportunity to make a meaningful impact on customer experience

Please contact [e-mail] if you are interested in this role.

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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