Customer Representative

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At the Yorkshire Building Society Group we don’t want to be just another Financial Services provider we want to be known as ‘The most trusted provider of Financial Services within the UK’. We also want to be ‘Locally Famous’ and play a significant part within our communities, and with our branches at the very heart of our organisation the services and support they offer their customers enables us to be just that!

As a Customer Representative your responsibilities would include identifying your customer’s needs and generating trustworthy sales referrals for your team of Customer Consultants, conducting outbound calls and working on the counter completing a variety of cashiering and administrative duties. You will also deal with customer’s queries face to face or over the phone. Most importantly though, you will ensure that everything you do is within our regulatory, compliance and data protection standards which protect our customers and us. A Customer Representative is a key position within the branch, and whether you have previous experience within financial Services or not the support, training and development you will receive will make sure that you feel knowledgeable on our products, and feel confident with your customers, which will able you to ensure that your referrals are all within your customer’s best interests.

So, if you like people, are passionate about offering an amazing customer service experience to your customers, and want to be a part of your community, you’ll love working here.

If you:
• Have a proven track record of delivering exceptional customer service and support
• Have previous experience of generating trustworthy sales referrals
• Experience of building long term relationships with your customers
• Have experience of working in a sales through service environment
• Have experience of working to regulatory/compliance protocol (desirable)
• Have good administration & PC skills
• Have fantastic communication skills both written and verbal
• Have proven team working skills
• Have the ability to work with limited supervision
• Have excellent attention to detail

We offer:
• 24 days holiday plus bank holidays
Pension Scheme
• Cash Health Plan
• Discounted products, mortgage & investment
• Branch Bonus Scheme
• Development Training Programme

The Yorkshire Building Society Group is an equal opportunities employer.