Branch Customer Advisor (Mansfield)

Customer Advisor

Ref: 1392Tuesday 12 October 2021

Dependent on experience

Our client is highly customer focussed financial services provider based in the East Midlands who has recently enjoyed an enviable record of success thanks to their customer centric focus.

They have an exciting opportunity for a Branch Customer Advisor to join their team, where you will be responsible for being the face of the organisation. 

Hours are 8.45am – 4.45pm Monday to Friday as well as working 2/4 Saturday’s which is paid at time and half.



  • Customer Service - provide an excellent standard of customer service to meet the company standards and objectives.
  • Sales - to contribute to the achievement of work-based objectives, standards, and sales targets as set by the Customer Service Manager and/or Branch & Community Development Manager.
  • Promotions – work together with members of the wider team particularly the Senior Branch Customer Advisor, members of the Sales Team, Branch Managers, Branch & Community Development Manager, Head of Product and Savings, and Marketing Manager, and on internal and external promotions of products and services.
  • Training & Development – be responsible for ensuring that the training you receive, in conjunction with your own personal development plan, is adequate and sufficient to enable you to carry out your duties.
  • Counter Duties – accurately process and administer all aspects of customer accounts and deal promptly with correspondence arising out of such administration duties.

Experience/qualifications required

  • Level 2 Qualified (GCSE, O ’Levels, Functional Skills)
  • 1 year experience within a customer service role
  • Organised
  • Customer focused
  • Team Player
  • Strong oral and written communication skills
  • Experience working in a regulated environment
  • Basic knowledge of savings accounts and the financial services environment