Customer Services Assistant (Telephony) - Private Banking
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| Job Type | ContractPermanent |
| Area | City, UK |
| Sector | BankingFront OfficeCustomer Services |
| Salary | £Competitive |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12410b |
| Job Views | 794 |
- Description
- A fantastic opportunity has arisen within a leading private bank based in the City, for a Customer Services Assistant to join their team on both a permanent basis and 12-month fixed term contract basis.
The purpose of the role will be to act as the 1st point of contact for customers over the phone and by email and deal with queries, execute instructions and completing the relevant supporting paperwork.
Applicants are welcome from those with previous experience delivering high levels of customer service experience gained within Financial Services industry (ideally private banking) in a telephony environment and therefore will be experienced in dealing with a high volume of calls. You will demonstrate a keen attention to detail and the ability to manage multiple tasks at once. Excellent communication skills, both verbal and written are essential to this role.
Responsibilities to include:
- Efficiently handing all customer contact identifying and assessing customer needs from account opening to account closing, taking ownership of a customer request until completion
- Working closely with specialist teams to ensure resolution of customer requests
- Assisting customers in the completion of payment instructions, processing / keying / verifying transfers and handing to Payments Team
- Assisting the Payments Team in the verification of payments (CHAPS and SWIFT)
- Deal with payments-related queries; investigating missing transfers and Direct Debits
- To respond to customer calls and in the absence of Relationship Managers
- Ensuring that KYC (Know your customer) documentation is completed and updated for customers and maintaining customer record information in CRM
- Ensuring due diligence is carried out on customers through verification of all customer instructions
This is a fantastic opportunity for a customer-focussed individual to develop their career within private banking environment!
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.