Banking Customer Relationship Specialist - Flexible Growth

BOQ; Stafford; On-site; GBP 22,000 - 30,000; Full time

Job summary

A prominent banking institution in Stafford is seeking a Customer Relationship Specialist to deliver exceptional service by identifying and responding to customers' financial needs. The role involves engaging customers to understand their goals and match them with bank solutions. Ideal candidates will have experience in customer service, a proactive mindset, and a passion for helping people. This position includes coaching colleagues and promoting digital banking tools, with a pathway to becoming a Lending Specialist.

Benefits

Flexible working arrangement

Discounted financial products

Salary sacrificing options

Paid parental leave with no minimum requirements

Purchase additional annual leave

Discounted private health insurance

Employee Assistance Program

Access to employee network groups

Pride in Diversity membership

Qualifications

• Experience in customer service, ideally within banking or financial services.
• Ability to manage loan maintenance requests.
• Comfortable navigating financial systems.

Responsibilities

• Engage customers in meaningful conversations to uncover their financial goals.
• Manage loan maintenance requests ensuring a smooth experience.
• Coach Customer Service Officers on service excellence.

Skills

Confident communication

Customer service experience

Proactive mindset

Attention to detail

Collaborative spirit

Job description

A prominent banking institution in Stafford is seeking a Customer Relationship Specialist to deliver exceptional service by identifying and responding to customers' financial needs. The role involves engaging customers to understand their goals and match them with bank solutions. Ideal candidates will have experience in customer service, a proactive mindset, and a passion for helping people. This position includes coaching colleagues and promoting digital banking tools, with a pathway to becoming a Lending Specialist.