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Customer Advisor

  • Ref: RMJOSI070721
  • Urmston
  • Posted: 4 weeks ago
  • Salary Expectation: £20,000

Availability/Notice Period: 2 Weeks

Education

  • 2010 Certificate of Higher Education in Accountancy – Doncaster College
  • A Levels or equivalent achieved – South Trafford College
  • GCSEs achieved – Lostock High School

IT Systems

  • Microsoft Word and Excel
  • Hub Sale and various in-house systems

Career Summary

Current Employer – Financial Services

Position – Customer Advisor

Dates – April 2018 – Present

  • Works in a team of 6 and reports to the Director
  • Deals with circa 100 outbound calls to Customer daily – these are made to assess a customer’s financial situation
  • Shows empathy when speaking to vulnerable Customers to help understand their circumstances and to allow them to feel as comfortable as possible when giving out their information
  • Always adheres to current FCA/TCF principles when speaking to Customers
  • Deals with a high volume of Customer Queries daily – Looks in depth into each query to provide 1st time resolution
  • Targeted individually to bring in 3 new leads daily – targets are consistently achieved
  • Chases a high volume of Customers daily re missing Documents (Proof of Earnings / Bank Statements) – this is done by Telephone SMS and Email
  • All Documents from Customers are then passed onto the Sales Team
  • Liaises with the internal Sales Team and the Director daily – this is done to give any updates from a customer
  • Processes sensitive Customer’s information daily – these are Contact Details and Address’
  • Shows a high attention to detail when adding a customer’s information onto the Hub Safe system
  • Responsible for identifying reporting any fraudulent activity found on a customer’s account to the Director
  • Responsible for any Ad-hoc duties to suit the needs of the business

 

Position – Customer Service Advisor

Dates – March 2018 – April 2018

 

Previous Employer – Construction Company

Position – Customer Service Advisor

Dates – November 2017 – December 2017

 

Previous Employer – Electricity Company

Position – Customer Service Advisor

Dates – November 2015 – October 2017

 

Previous Employer – Retail

Position – Customer Service Advisor

Dates – August 2011 – October 2015

 

Previous Employer – Recruitment Company

Position – Warehouse Operative

Dates – November 2010 – August 2011

 

Previous Employer – Insurance Company

Position – Sales / Marketing

Dates – October 2006 – February 2010

 

Previous Employer – Retail

Position – Customer Service and Support

Dates – October 2004 – November 2006