Customer Service Assistant
Who are we?
Progressive Building Society is a leading local financial institution with a proud reputation for customer service excellence. Our purpose is to encourage local people to save and become homeowners, through our personal, caring & common-sense approach, essentially nurturing financial wellbeing for current and future generations.With a strong high street presence, our vision is to be the savings and mortgage provider of choice in Northern Ireland.
What will you be doing?
To provide excellent customer service to our members and administrative support to the Enniskillen branch.
This role will primarily involve providing customer service to our members and performing a range of key investment processes and administrative duties. Full and comprehensive training will be provided.
What's on offer?
Attractive Salary and benefits
Generous holidays - 25 days plus up to 12 Bank Holidays
Additional day off for your Birthday
Holiday purchase scheme
Excellent pension with up to 20% employer pension contribution
Life Assurance and Group Income Protection Schemes
Discretionary Annual Bonus scheme
Health Cashback Plan
Employee Assistance Programme
Wellbeing promotion and health initiatives
Volunteering opportunities
Excellent culture and investment in personal development.
About the role
ROLE SPECIFIC
Act as a first point of contact, offering a professional service to our Members in a manner that reflects the Society’s values;
Build relationships with our Members;
Maintain knowledge of our products;
Help and support our customers by providing information on our products and maintain knowledge of our products
Carry out a range of daily branch tasks including those for start of day, till operations, account / miscellaneous transactions, till balancing, nominal receipts and withdrawals processing and end of day;
Carry out a range of investment tasks in relation to account opening, passbooks, investment receipts and withdrawals, account closure, death of investors, non-personal accounts, NOR accounts and account amendments;
Maintain knowledge of branch, investment and security procedures;
Adhere to the Society’s Treating Members Fairly standards;
Deal with enquiries face to face and over the telephone in a professional manner;
Undertake various administrative duties including mortgage administration duties if / as required;
Liaise with Head Office staff as required.
Hours of Work
Monday-Friday 9.00am to 5.00pm, plus a Saturday morning (9.30am to 12.00noon) on a rota basis which attracts a generous allowance. (please note that we are currently not operating on a Saturday rota on a temporary basis)
You should be flexible with regards to hours worked, should the Society decide in the future to introduce changes to working patterns to accommodate changing customer needs.
Qualifications
6 GCSE passes (or equivalent) at Grade C or above, including English and Maths
Essential Criteria
Minimum 2 years’ experience in a customer facing role with administration duties
IT literate and proficient in the use of Microsoft Office
Excellent communication & numeracy skills
A positive attitude to customer service
The ability to work well as part of a team
An enthusiastic and positive attitude to work
Highly organised with the ability to work quickly and accurately
Desirable Criteria
Similar experience within the financial services industry
What you will need
Required criteria
- 6 GCSE passes (or equivalent) at Grade C or above, including English and Maths
- Applicants should have at least 2 continuous years’ work experience in a customer-facing role
- Minimum 2 years’ cash handling experience
- IT literate and proficient in the use of Microsoft Office
- Excellent communication & numeracy skills
- A positive attitude to customer service
- The ability to work well as part of a team
- An enthusiastic and positive attitude to work
- Highly organised with the ability to work quickly and accurately
Desired criteria
- Previous experience in a similar role in the banking/financial industry
Professional skills you’ll need for this job opportunity
Answering Customer Questions
Establishing Rapport With Clients
Ability to Use Positive Language
Data Entry and Basic Computer Skills
Ability to Identify and Anticipate needs
Progressive Building Society
Careers at Progressive We know that looking for a career means so much more than just finding a job. At Progressive, we want to help you find your happy place to work. We firmly believe in encouraging our employees to achieve the right balance between their work and personal lives, delivering access to and promoting family-friendly policies. This not only increases employee satisfaction but also enables Progressive to meet the needs of our Members and supports the Society in being positioned as one of the most successful financial institutions in Northern Ireland.
To work for Progressive is to be part of something special. We strive to nurture and develop our employees in the evolving and fast paced financial services industry. Outlined below are a list of the reasons why we feel Progressive is a great place to work: We aim to provide an inclusive and respectful working environment, where everyone recognises the importance and impact of teamwork. We celebrate staff diversity and work hard to ensure that our staff members feel valued as individuals and respected for their contribution to our success. We offer opportunities for our staff to work at the heart of our communities and make real differences to our Members’ lives. We do not subscribe to a long-hours culture, instead valuing family life and supporting our staff to balance work and family commitments.
Our benefits
We offer our staff competitive employment conditions and a range of benefits designed to achieve high levels of staff engagement and job satisfaction. We understand that by taking steps to positively enhance the well-being of our staff, we can help them to achieve their goals and boost their motivation to deliver the best possible outcomes for our members.