Hybrid Mortgage Referrals & Customer Service Lead

Leeds Building Society; Hull and East Yorkshire; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading building society in Hull is seeking a dedicated customer service professional to assist the Branch Manager and support the team. In this role, you will handle customer inquiries, provide referrals for financial services, and help coach colleagues. Ideal candidates will have customer service experience, strong communication skills, and proficiency in MS Office. This position offers hybrid working, an annual bonus, and opportunities for professional development.

Benefits

Annual colleague bonus of up to 12%

Hybrid working with 60% of your time at home

Matched pension contributions of up to 10%

26 days holiday plus bank holidays

Colleague Mortgage and Saver products

Electric vehicle scheme/Cycle to Work scheme

2 days' volunteering per year

Responsibilities

• Assist the Branch Manager to support the Hull branch team in referrals.
• Coaching colleagues through approved quality assurance processes.
• Pre-qualifying mortgage calls to potential lending customers.
• Refer customers seeking financial advice to authorized staff.

Skills

Previous customer service experience in retail or financial services

Strong communication skills

Ability to deal with escalated customer queries

Ability to support colleagues in collaborative environment

Good standard of numeracy

Proficient in MS Office (Outlook, Word, Excel, PowerPoint)

Education

Educated to GCSE standard or equivalent

Job description

A leading building society in Hull is seeking a dedicated customer service professional to assist the Branch Manager and support the team. In this role, you will handle customer inquiries, provide referrals for financial services, and help coach colleagues. Ideal candidates will have customer service experience, strong communication skills, and proficiency in MS Office. This position offers hybrid working, an annual bonus, and opportunities for professional development.