Customer Service Advisor - Savings (6-month FTC)

Job title:                Customer Service Advisor (6 month FTC) Location:               Birmingham / Hybrid Salary:                   £25,000 - £30,000 Skills:                    Customer Service, Deposits, Saving, ISA, Customer journey, Support, Advisor We're currently recruiting for a Customer Service Advisor for a fixed-term contract of 6 months initially. Although we can't promise, there's a good chance this role could be extended or even become permanent later on. As a Customer Service Advisor, you'll play a vital role in providing top-notch service and support to our clients' customers. Your main tasks will involve dealing with daily account inquiries, keeping an eye on accounts regularly, and meeting deadlines to solve customer issues. You'll also collaborate with the rest of the team to resolve any problems and make sure we're following all the necessary rules and regulations. Ultimately, your aim will be to assist customers throughout their journey with us. Key Tasks: All aspects of customer fulfillment beyond the initial sales activity. Day-to-day deposits management to include account monitoring, accepting deposits, processing withdrawals and notice periods, opening accounts, and closing accounts. Complying with procedures including CDD/AML/CTF/ID&V. Preparing, checking and issuing deposit documentation including welcome letters, withdrawal letters, closure letters, ISA Transfers, deposit maturity letters etc. Actively listening to customers to ensure their needs are understood, any feedback is received, identifying characteristics of vulnerability in line with provided training Provide help and guidance to existing and potential deposits customers through all stages of the customer journey (via phone, email or webchat). Reviewing deposit requests received from the Relationship Management/BDM team. Assist with the preparation & analysis of any information needed for reports for the HLDO. To support the Head of Operations in producing and maintaining procedures and training material, to support onboarding and training of new colleagues in a consistent approach To understand the risk and controls relating to operations and adhere to processes and procedures To consistently work in an efficient and productive manner, being curious and raising opportunities for improving the efficiency of processes from both a colleague and customer perspective  Experience Required: A passion for delivering an exceptional customer experience with a client-centric approach to work.  A high attention to detail The ability to work in a team environment and build strong working relationships with peers to contribute to team goals Willingness to learn and adapt to change as procedures and processes evolve Empathic listening skills and strong communication skills - able to build rapport with customers and brokers Strong numerical and time management skills are essential as you will be working to deadlines ensuring tasks are completed correctly and within agreed timeframes.  Previous work experience in banking/financial services If this sounds of interest then please don't hesitate to send an up-to-date CV for immediate consideration