Customer Service and Accounts Advisor

Customer Service and Accounts Advisor Stockton-on-Tees, England

Moneywise Credit Union
Full Time Stockton-on-Tees, England 11378 GBP ANNUAL Today
Job description

Temporary position with the possibility of becoming permanent and/or an increase in hours worked.

· Responsible for delivering customer service to a high standard, with focus on meeting the needs of the customer within the parameters of what can reasonably be delivered.

· Responsible for clear and accurate communication, and accurate handling of transactions.

· Responsible for referring customer complaints and customer charter breach concerns to a Senior Officer to be logged and progressed.

· Responsible for following protocols and policy guidelines in all areas.

· Responsible for accurate entry of data in the customer data base, administering and monitoring accounts and the processing of loan applications in line with company policy

· Responsible for processing payments at front desk and/or electronically if required, with due attention to accuracy and the safety of cash and cheques issued & received.

· Responsible for enrolling new members, providing membership information, paying due care and attention to anti-money laundering requirements to minimise fraud and financial crime.

· Responsible for delivering appointments for loans of all types and all account administration.

· Responsible for responding to email and web requests, including enrolling new members, processing web withdrawals and answering queries.

· Responsible for handling telephone enquiries and dealing with answer phone messages, responding to all enquirers.

· Responsible for recording clear and accurate messages on member accounts to enable members accounts to be handled accurately, efficiently, and consistently.

· Responsible for communicating with members via email, telephone, face to face and by written letters, the latter approved by a Team leader or Manager when not a standard letter, to enable a high standard of customer care and service.

· Responsible for using professional and non-judgemental language and practices in the course of all work undertaken.

· Responsible for actively promoting services and products to existing and potential members, including through direct contact and office promotions.

May be required to cover branches in Redcar, Middlesbrough or Byker as and when required.

Job Types: Part-time, Temporary contract
Part-time hours: 21 per week

Salary: £11,378.00 per year

Benefits:

  • Company pension

Schedule:

  • Monday to Friday

COVID-19 considerations:
Common surfaces are sanitised regularly

Education:

  • GCSE or equivalent (required)

Experience:

  • customer service: 1 year (required)

Work Location: In person

Reference ID: ST1

Customer Service and Accounts Advisor
Moneywise Credit Union

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