Mortgage & Savings Customer Experience Specialist

Family Building Society; Epsom; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services organization in Epsom is hiring a Customer Service Representative to manage inquiries regarding Mortgage and Savings Accounts. The role requires exceptional communication skills, a detail-oriented approach, and the ability to juggle multiple tasks. You will provide critical customer support, handle administrative responsibilities, and assist with various processes essential to our operations. Experience in a fast-paced customer service environment is desirable. This position offers a chance to grow within a dynamic team.

Responsibilities

• Maintain up-to-date knowledge of all products and services offered.
• Respond promptly to inquiries from mortgage and savings customers.
• Explain products and services without offering advice.
• Handle administration duties for Mortgage Accounts procedures.
• Perform cashiering functions at Head Office.
• Manage administrative amendments relating to customer details.
• Assist with the ISA transfer process and registrations.
• Support other departments as required, including Loans Underwriting.
• Carry out daily checks and reports.
• Attend internal or external meetings as needed.

Skills

Excellent written, verbal & listening communication skills

Natural curiosity and eagerness to learn

Ability to switch between different tasks

Logical and analytical mindset

Accuracy and attention to detail

Ability to quickly grasp new concepts and skills

Experience in a fast-paced telephone customer service environment

Experience in financial services or regulated customer service

Job description

A financial services organization in Epsom is hiring a Customer Service Representative to manage inquiries regarding Mortgage and Savings Accounts. The role requires exceptional communication skills, a detail-oriented approach, and the ability to juggle multiple tasks. You will provide critical customer support, handle administrative responsibilities, and assist with various processes essential to our operations. Experience in a fast-paced customer service environment is desirable. This position offers a chance to grow within a dynamic team.