Customer Sales Assistant - CCC
- Pay Range £13,150 to £18,903
- 37.5 hours per week flexible contract
Purpose of the Role
Generate and maximise telephone sales opportunities in a dynamic environment providing exceptional customer service within the appropriate legal and regulatory framework.
Key Accountabilities
Sales
- Understand and identify customer needs to maximise all potential sales opportunities across each area of the business.
- Achieve sales targets both by selling to customer directly and by providing quality leads to Financial Consultants
- Achieve personal sales targets and contribute towards those of the team
- Undertake in-bound and out-bound calls to maximise sales activity
Customer Service
- Engage with the customer and use appropriate communication and listening skills to identify each customer’s individual needs and provide a personal and professional service.
- Emanate expertise in all the Society’s products and services in order to gain customers’ confidence, loyalty and commitment.
- Be professional in manner and appearance. Be empathetic, sympathetic, and enthusiastic as appropriate.
Quality & Control
- Understand and operate within all relevant compliance requirements, including internal systems of control
- Aim to achieve First Call resolution for the customer where ever possible.
Systems & IT
- Understand and utilise all relevant systems
- Interpret and analyse customer and product data to identify and sell to customer needs.
Processes & Procedures
- Follow appropriate Society processes and procedures in all areas of role.
Team Working
- Contribute effectively to team goals
- Share best practice to assist the team to develop and to encourage quality leads.
Product Knowledge
- Demonstrate and maintain in-depth and up-to-date product knowledge to allow leads to be generated and sales achieved.
Self-development
- Take ownership and responsibility for own personal development with the support of line manager
- To undertake any other duties as reasonably requested by management
- To comply with relevant legislation, regulation and codes of practice affecting the Group.
Knowledge and Skills
- Computer literate
- Excellent verbal communication and listening skills. Professional telephone manner
- Ability to understand, interpret and analyse information from a variety of sources – essential
- Good knowledge of the financial services industry and current trends in building society products and services - desirable
- Good time management skills
- Ability to prioritise
- Good influencing and negotiating skills
- Ability to identify, understand and give priority to satisfying the needs of the Society’s customers
- Strong aptitude for turning general enquiries into sales
- Ability to multi-task when dealing with telephone calls
Values
- Member focused
- Commercial awareness
- Delivering results effectively
- Trusted team player
- Socially responsible
- Simplicity
| Please quote a job reference: |
| JB147, GA0043, GA0044, GA0045, GA0046 |
