Senior Mortgage Referrals Associate - Hybrid

Leeds Building Society; England; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A community-focused financial institution in England seeks a customer service associate to support the Hull branch team. This role involves assisting the Branch Manager, coaching colleagues, and engaging with customers regarding financial services and mortgages. Ideal candidates will have previous experience in retail or financial services, excellent communication skills, and proficiency in Microsoft Office. This position offers a supportive work culture and a hybrid working arrangement.

Benefits

Annual bonus up to 12%

Matched pension contributions up to 10%

26 days holiday plus bank holidays

Volunteering opportunities

Electric vehicle scheme

Qualifications

• Experience in retail or financial services is required.
• Candidates must demonstrate effective communication across different channels.
• The role requires numeracy and proficiency in MS Office products.

Responsibilities

• Assist the Branch Manager in supporting the Hull branch team.
• Coach customer service advisor colleagues as needed.
• Carry out pre-qualifying mortgage calls to customers.
• Refer customers requesting information on mortgages to relevant staff.

Skills

Customer service experience

Strong communication skills

Ability to deal with escalated customer queries

Numeracy skills

MS Office proficiency

Education

GCSE standard or equivalent

Job description

A community-focused financial institution in England seeks a customer service associate to support the Hull branch team. This role involves assisting the Branch Manager, coaching colleagues, and engaging with customers regarding financial services and mortgages. Ideal candidates will have previous experience in retail or financial services, excellent communication skills, and proficiency in Microsoft Office. This position offers a supportive work culture and a hybrid working arrangement.