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Customer Advisor, Oxford
- UK - Oxfordshire - Oxford
- £15000 - £20000 per annum + bonus & benefits
- Full-Time Permanent
- Banking - Retail Banking
- Hays Banking
- 11-11-08
Job Description
Requirements
You will have customer service experience and be comfortable working with targets. Ideally, you will have worked in the financial products industry i.e. mortgages, loans, credit cards etc however this not essential. Many successful Customer Advisors have come from mobile phone, retail or contact centre roles.
Responsibilities
Conduct structured Personal Review interviews (face-to-face or by telephone) with customers to review their financial position and needs
Identify sales, cross-sales and referral opportunities from their interviews
Provide customers with ideas/options/advice on financial products and services that are directly relevant to their needs.
Be pro-active in the branch during down-time; greeting customers in the Branch to assist them with their general needs with a view to identifying sales opportunities
Deal with incoming customer queries on the telephone or in the branch
Manage their diary ensure they maintain a full diary of appointments or contacts to make with customers Generate leads through telephoning customers (warm calling)
Maintain their knowledge of the Banks range of personal products and services (largely loans and mortgages)
Ensure their paperwork is kept up-to-date e.g. faxes, referral of leads, logging concerns, completing applications, monitoring progress of applications on behalf of customer, managing their customer pipeline (e.g. future needs)
Monitor own sales performance at regular intervals in a day Working effectively with the team
Consistently follow the Banks key control, credit, cash, fraud and other operational processes
Salary
- From £15500 £2200
- Quarterly bonus
- In addition to your salary you would receive an additional 15% of salary as benefit funding instead of a traditional pension plan*.
- 25 days holiday and in addition you would receive a further 8 Bank Holidays pro rata
- All employees have access to a great range of discounted financial services products including Mortgages, Loans, Savings and Insurance as well as discounts on other products and services from a number of well known retailers and manufacturers.
Hours
- Full time hours only
- Branches are open between 09:00 17:00, Monday Friday, Saturdays 10:00 - 15:00
- Saturday working will be required
**Your actual working hours will be discussed at interview
You will have customer service experience and be comfortable working with targets. Ideally, you will have worked in the financial products industry i.e. mortgages, loans, credit cards etc however this not essential. Many successful Customer Advisors have come from mobile phone, retail or contact centre roles.
Responsibilities
Conduct structured Personal Review interviews (face-to-face or by telephone) with customers to review their financial position and needs
Identify sales, cross-sales and referral opportunities from their interviews
Provide customers with ideas/options/advice on financial products and services that are directly relevant to their needs.
Be pro-active in the branch during down-time; greeting customers in the Branch to assist them with their general needs with a view to identifying sales opportunities
Deal with incoming customer queries on the telephone or in the branch
Manage their diary ensure they maintain a full diary of appointments or contacts to make with customers Generate leads through telephoning customers (warm calling)
Maintain their knowledge of the Banks range of personal products and services (largely loans and mortgages)
Ensure their paperwork is kept up-to-date e.g. faxes, referral of leads, logging concerns, completing applications, monitoring progress of applications on behalf of customer, managing their customer pipeline (e.g. future needs)
Monitor own sales performance at regular intervals in a day Working effectively with the team
Consistently follow the Banks key control, credit, cash, fraud and other operational processes
Salary
- From £15500 £2200
- Quarterly bonus
- In addition to your salary you would receive an additional 15% of salary as benefit funding instead of a traditional pension plan*.
- 25 days holiday and in addition you would receive a further 8 Bank Holidays pro rata
- All employees have access to a great range of discounted financial services products including Mortgages, Loans, Savings and Insurance as well as discounts on other products and services from a number of well known retailers and manufacturers.
Hours
- Full time hours only
- Branches are open between 09:00 17:00, Monday Friday, Saturdays 10:00 - 15:00
- Saturday working will be required
**Your actual working hours will be discussed at interview
- Nicole Cameron
- 00190812
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