Customer Service Assistant
Working for Progressive offers you the opportunity to be part of a leading home-grown organisation with a proud reputation for customer service excellence.
With our personal and caring approach, we have been helping generations of local people to save and become homeowners. Supported by a strong high street presence and ambitious growth plans, our vision is to be the savings and mortgage provider of choice in Northern Ireland.
As a nurturing employer, we believe in supporting staff brings their whole selves to work in an inclusive environment where diverse needs are recognised and respected.
What will you be doing?
To provide excellent customer service to our members and administrative support to the branch
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;
Operate branch systems;
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.
ROLE GENERIC
Contribute to the achievement of the Society’s Corporate Plan.
Participate in the day-to-day activities of the team and work effectively as a team member, ensuring that the highest standards of member service and work output are achieved.
Keep abreast of the latest innovations and developments, relative to your remit.
Ensure compliance at all times with Society, regulatory and statutory requirements.
Help implement new practices, positively responding to change and make suggestions to drive continuous improvement.
Meet performance measures and KPIs set for you and your team.
Communicate in a timely and effective manner with members of your team and other parts of the business.
Participate in training & development opportunities.
GENERAL
Demonstrate the Society’s values in behaviours and actions.
Produce the highest standard of work possible in accordance with the Society’s Policies, T&C Scheme, Conduct Rules, Codes of Practice and operational procedures.
Comply with Information & Cyber Security controls as relevant to your day to day duties.
Work safely as a member of a team to carry out Health & Safety working practices.
Carry out any other function necessary for the smooth running of the branch / department.
Key Benefits
Competitive Salary
Annual KPI Bonus Scheme
Excellent pension with up to 20% employer pension contribution
Life Assurance Scheme
Group Income Protection
Health cash plan with money back on dental, optical costs etc.
Generous holidays – 25 days plus up to 12 Bank Holidays
Day off for your birthday
Holiday purchase scheme
Excellent training and volunteering opportunities
Wellbeing initiatives
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.
Health insurance
Vacation, Paid time off
Performance bonuses
Paid sick days
Retirement plan and/or pension
Employee development programs
Tuition reimbursement
Open office
Competitive salary
Life insurance
Long service recognition
Employee Assistance Scheme
Wellbeing Scheme
Work With Charities
Social Opportunities
Annual Rise
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