Customer Solutions Executive

Jobtailor; Epsom; On-site; GBP 24,000 - 32,000; Full time

Job summary

Jobtailor in the United Kingdom is seeking a refinancing advisor to manage calls at the end of customers' agreement periods and to explore options. You will craft tailored quotations, check affordability, and ensure the best customer outcomes throughout the journey.

The role involves liaising with third-party dealerships, handling referrals, supporting sales pilots, and helping develop Centre Network processes with strong Excel usage and organisational skills.

Qualifications

• Excellent written and verbal communication abilities.
• Telephone/sales experience and a customer-focused mindset.
• Understanding of finance products and affordability checks.
• Familiarity with Microsoft Office and Excel for tracking customer outcomes.

Responsibilities

• Answer calls from customers arranging refinancing at end of agreement.
• Make outbound calls to customers nearing end of existing agreement.
• Provide tailored refinance quotations with affordability checks.
• Liaise with third-party dealerships to meet customer expectations.
• Manage referrals and assist sales-focused pilots and Centre Network processes.

Skills

Telephone/sales experience

Strong written communication skills

Strong verbal communication skills

Time management

Organisational skills

Knowledge of finance products

Awareness of Toyota/Lexus vehicle line

Tools

Excel

Microsoft Office

Job description

• Answer calls from customers entering the end of their agreement period to arrange refinancing.
• Make outbound calls to customers nearing the end of their existing agreement and explore available options.
• Provide tailored refinance quotations, checking affordability and the best customer outcome.
• Liaise with third-party dealerships to ensure customer expectations are met.
• Manage assigned Staff, Friends & Family customers, ensuring relevant information is provided and good customer outcomes are evidenced throughout the customer journey.
• Manage referrals from internal staff members and TGB.
• Support sales-focused pilots and develop processes supporting the Centre Network.

Requirements

• Strong written and verbal communication skills.
• Proficiencies in Microsoft Office, particularly Excel.
• Good time management and organisational skills.
• Telephone/sales experience.
• Knowledge of finance products.
• Awareness of the Toyota/Lexus vehicle lineup.

Core Competencies

Demonstrates strong communication and organizational skills while managing customer relationships and providing tailored finance solutions. Proficient in Microsoft Office, particularly Excel, to support sales processes and customer outcomes.

Highest-signal resume keywords

• Strong Written Communication Skills
• Strong Verbal Communication Skills
• Telephone/Sales Experience
• Knowledge Of Finance Products
• Time Management Skills

ATS Optimization Keywords

Industry Keywords

• Refinancing
• Customer Journey
• Toyota Vehicle Lineup
• Lexus Vehicle Lineup
• Third-Party Dealership Liaison

Tools & Technologies

• Microsoft Office
• Excel