Customer Service Assistant - Branch
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Salary Range - £12,100 - £15,000
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Flexible contract
Branch |
Hours per week |
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Purpose of role
To provide a proactive and outstanding branch service to all the Society’s customers. To engage with and introduce customers to all Society’s products and services.
Key Accountabilities
Sales and Customer Service
Engage with all branch customers in order to provide a personal and professional service.
- Understand and identify customer needs by engaging with members & new customers to maximise all potential sales opportunities across each area of the business
- Achieve sales targets through delivering quality leads to appropriate branch staff and Financial Consultants
Quality & Control
Understand and operate within all relevant compliance requirements, including internal systems of control
Systems & IT
Ability to understand and utilise all relevant society systems.
Processes & Procedures
Ability to follow appropriate Society and third party processes and procedures applicable to all areas of role.
Team Working
Contribute effectively to team goals and support all branch based colleagues to deliver against their targets.
Cash Management
Manage own till and float to required Society standard, including withdrawals, receipts and balances.
Product Knowledge
Attain and maintain in-depth product knowledge to allow leads to be generated.
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
Person Specification
Education & Experience
- Minimum of 5 GCSEs at grade C or above, or equivalent, including Maths and English
- Previous banking, building society or face-to-face customer service experience
- Proven track record of sales
Skills & Knowledge
- Basic computer skills
- Excellent verbal communication and listening skills
- Ability to identify sales opportunities and sell to need
- Good time management skills
Attributes & Characteristics
- Well motivated and confident. Will thrive in a sales environment
- Flexible as job and business environment changes
- Ability to use own initiative and work without supervision.
Values
- Member focused
- Commercial awareness
- Delivering results effectively
- Trusted team player
- Socially responsible
- Simplicity
To comply with relevant legislation, regulation and codes of practice affecting the Group.
