Customer Service Representative

Epsom, UK
21 Sep 2019
09 Oct 2019
Contract Type
Full Time

£22,100 to £23,600

Epsom, Surrey

Are you looking for a new challenge? Are you looking for a new position within financial sector?

Responsible for:

The efficient and effective administration and customer service of Mortgage and Savings Accounts.

  • Maintain an up to date knowledge of all products and services offered by my client, its subsidiary and associated companies.
  • Answering the telephones to respond promptly, accurately and efficiently to enquiries from existing customers.
  • Promote the products and services offered by my client, its subsidiary and associated companies to existing customers of my client within the bounds of the clients categorisation as an 'information only' provider under the FCA's regime. As such, take care to avoid making comment, orally or in writing, which may be construed as offering advice and/or guidance and, where relevant, adhere to scripted questions during telephone communications.
  • Undertake general day to day administration duties encompassing all aspects of Mortgage Accounts procedures such as mortgage completions, redemptions including provision of redemption figures, capital payments, monthly payments, transfers, retention releases, customer amendments, Insurance and Assurance, general enquiries etc.
  • Contact customers periodically regarding the services/products utilised to ensure suitability and encourage take-up of other related products. Deal with the despatch of customer questionnaire forms as and when necessary and analyse/summarise the results of questionnaire and marketing activities.
  • Assist in the administration of mortgage arrears operations including the provision of any necessary statistical information.
  • Discharge delegated responsibilities as listed on the Authorities Schedule.
  • Prepare and issue standard or dictated letter responses to savings customers as appropriate, including researching and responding to "Lost Account" enquiries.
  • Perform the cashiering function at Head Office; opening and closing savings accounts, amending existing account data, financial additions to and withdrawals from individual accounts including mortgage repayments from NCBS savings accounts, via SUMMIT and the supporting Frontline system.
  • Deal with all administrative amendments relating to both customer details and account details, including address changes, R85 registration/cancellation, applying notice requests, etc.
  • Undertake all aspects of the ISA transfer (IN and OUT) process in line with laid down procedures.
  • Assist with all aspects of the Registration process.

  • Undertake all aspects of system testing including new products and statements as required.
  • Undertake general day to day administration duties encompassing all aspects of internet accounts procedures.
  • Liaise with external suppliers and maintain business relationships with third parties as required.
  • Undertake checking of daily, weekly and monthly reports as required.
  • Attend Internal or External meetings as required.
  • Undertake any other related tasks requested by the Manager, or his/her Line Superiors.

If this sounds appealing to you then please contact Steven Barron directly at Reed Recruitment Epsom ASAP or apply below

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