Customer Service Advisor Reading, England
Job description
My client has supported over 3000 business start-ups, helping service leavers, veterans and their family members.
Full Job Description
As a Customer Service Advisor, you will be based amongst a lovely small team, working in fantastic offices in Reading. An opportunity to learn, earn and achieve and also growth within your role.
THE ROLE:
In order to be successful in this position you will be naturally inquisitive, enthusiastic and approachable. You will be assisting the customers with their own journey into self-employment, being a key member of a drive and focused team of advisors.
MAIN ROLES AND RESPONSIBILITIES:
- Provide ongoing help and support throughout the loan application process
- Support applicants in creating and developing their business idea and articulating this within a business plan with a financial forecast.
- Ability to use initiative to achieve positive outcomes
- Make funding recommendations
- Work towards team KPIs and targets
- Participate in business start-workshops or boot-camps as required
- CRM record keeping ensuring all company records are accurately reflected
- Signpost clients to support organisations or military charities, who may be able to assist in their transition into self employment
- Provide weekly reports
- Liaise with various stakeholders
KEY RESPONSIBILITIES:
- Excellent communication skills, both written & via telephone
- Strong commercial awareness
- Ability to interpret and understand financial accounts
- Confidence providing advice and guidance
- Ability to work effectively as part of a team and prioritise workload
- Proficiency in Microsoft Office, including Excel
- Be target driven and self-starting
- A keen interest in supporting the military community
- Strong organisation-related skills
- Ability to influence and persuade other stakeholders at varying levels
- Ability to work flexibly from home and the office
- Experience of providing business start-up advice and/or making funding recommendations/decisions
- Ideally previous Lending Experience
- Experience with CRM system Zoho
Job Types: Full-time, Permanent
Salary: £25,000.00-£31,000.00 per year
Benefits:
- Flexitime
- Paid volunteer time
Schedule:
- Flexitime
- Monday to Friday
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Reading: reliably commute or plan to relocate before starting work (required)
Work Location: One location
