Customer Account Manager - Bourne End

Cantello Tayler Recruitment
Bourne End
12 Mar 2019
31 Mar 2019
Contract Type
Full Time
My client is a large financial organisation with a National network of branches. They are looking for talented individuals to join their Head Office in Bourne End, Buckinghamshire.

This is a telephone based role working on a shift rota pattern Monday - Friday from 8am -8pm working Saturdays on a rota.

Salary £18,000 - £24,000 per annum plus monthly bonus.

Job Title Customer Account Manager

Job Purpose

To sell, promote and service company products compliantly in order to meet defined targets from the business. You will be required to conduct customer sales and service tasks in-line with the business objectives ensuring that the department maintains its customer centric approach ensuring strong customer outcomes.

Key Responsibilities

* To manage your day effectively to maximise all set targets as defined by your Manager.

* To ensure all customer payments are collected compliantly in line with company expectations

* To ensure all administrative and audit procedures are complied with

* Ensure compliance with company policy and procedure, FCA and other regulatory requirements

* Generate business through quality customer service and with strong customer outcomes

* Explain services and products to customers and analyse customer suitability for products.

* Prepare,process and decision customer loan applications.

* Ensure all customer documentation is accurate and up to date at all times.

* Maintain an efficient and organised filing system

* Participate in Company training and induction programmes.

* To assist the Team Manager with training/coaching of new team members.

* To develop detailed knowledge of both financial products and Company standard procedures.

* Adhere to the Core Values

* To ensure all calls are conducted in line with company Quality Assurance program


* Computer literate

* Basic literacy and numerical skills

* Customer Service/Call Centre/Call Maker

* Good oral and written communication skills

* Flexible working hours

* Active team player

* Self-motivated

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