Customer Services Assistant

Customer Services

Ref: 1638Tuesday 9 August 2022

Role: Customer Service Assistant – Hybrid Working

Location: Buckinghamshire  

Salary: Up to £22k per annum


Our client is looking for an enthusiastic individual to join its busy customer services team, assisting with opening and maintaining savings accounts for their members, and providing them with a personalised, compliant service.


It is a great opportunity for someone with excellent administration and customer service skills who is seeking an interesting, varied role in financial services. Hours: Monday-Friday 9am-5pm and Saturdays 9am – 12.30pm on a rota basis



The main duties of the Customer Service Assistant will include:


  • General office administration
  • Accurately inputting data into bespoke data management systems and Excel
  • “Best in class” customer service both face to face and when dealing with telephone queries.
  • Cashiering and monitoring of branch cash limits, which includes opening & balancing individual till, banking preparation and preparing end of day figures to report to Finance and ordering cash from the external courier.
  • Opening new accounts and setting up new customer & a/c type on system.
  • A thorough knowledge and understanding of Society products and the ability to communicate product detail &compliance requirements to existing and prospective customers.
  • Addressing customer’s complaints directly when appropriate or escalating to the Customer Services Team Leader if required (ensuring that all customer feedback is captured to assist in the improvement of our customer offering).


The successful candidate will possess:

  • Previous experience of working in an administrative capacity within an office environment
  • Previous customer services experience
  • Excellent communication skills – both verbal and written
  • Strong IT skills (Microsoft Office)
  • Excellent attention to detail