Customer Service Advisor

Key Responsibilities

• Office based role handling customer enquiries, on the phone, face-to-face and electronic.
• Process deposits, withdrawals, and account requests.
• Open new accounts, ensuring documentation is completed correctly and  verified.
• Maintain accurate and up-to-date records on internal systems.
• Deliver excellent, member-focused customer service at all times.
• Process incoming and outgoing mail and maintain electronic filing systems.
• Promote the organisation's products and services to support membership retention. Work collaboratively with colleagues and follow established policies and procedures.
• Undertake any other duties as directed by the Head of Customer Experience.

• Previous customer service experience (essential).
• Strong verbal and written communication skills.
• Professional and customer-focused approach.
• Ability to deal sensitively with vulnerable customers.
• Excellent attention to detail and data accuracy.
• Strong organisational and time management skills.
• Ability to prioritise workload and meet deadlines.
• Proactive, accountable, and able to use initiative.
• Works effectively both independently and as part of a team.
• Competent in Microsoft Word, Excel, and Outlook.
• Willing to undertake relevant training.