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Customer Service Advisor

  • Location: Birmingham
  • Salary: £24,500 per year
  • Job Type:Permanent

Posted about 2 months ago

  • Sector: Front-Line Talent
  • Contact: Natasha Goldstone
  • Contact Email:
  • Contact Phone: 0161 883 2740
  • Expiry Date: 25 March 2024
  • Job Ref: NG/11426


Customer Service Advisor


Birmingham/ Hybrid

Mon - Fri / 9.30am - 5.30pm


This company is seeking a Customer Service Advisor to join their team in Birmingham. As a Customer Service Advisor, you will be responsible for delivering the highest level of customer service and good customer outcomes. You will undertake a range of administrative activities, continually improving operational effectiveness and ensuring adherence to the bank’s policies and procedures in line with corporate governance and regulatory requirements.


  • Completion of daily tasks relating to account opening, ongoing servicing, telephony and high value/risk transactional activity. Accurately processing transactions and customer instructions in a timely manner ensuring that procedures are followed as well as meeting service standards and regulatory requirements.

  • Ensuring risk controls are met at all times, safeguarding the company from losses and reporting any suspicious activity as appropriate. Undertake customer due diligence, be vigilant and actively consider all transactional activity mitigating the risk of money laundering and fraudulent activities.

  • Ensure all amendments to customer records are properly supported by authentic instructions and in accordance with company policies, procedures.

  • Support the wider company team on projects as required. Attending team meetings and contributing to the wider team effort. Contribute to the effectiveness and efficiency of Operations by reviewing existing processes and procedures and proposing improvements which enhance service, deliver cost savings and / or mitigate risk.

  • Communicate with customers with speed, ease, certainty and empathy on the telephone, in writing and face to face as required.

  • To undertake any other duties required to meet the objectives of the company, including providing support to other company functions where necessary.

Experience & Skills

  • An understanding of Financial Services products and regulations – ideally gained via at least two years work experience in a customer based processing environment within a Bank (Essential).

  • Willing to learn about all aspects of banking products, processes and the company’s social ethos.

  • Excellent verbal and written communication skills with colleagues as part of a team.

  • A genuine interest in providing customers with an outstanding service.

  • Shows initiative and able to organize their own workload.

  • Able to prioritize tasks taking into account priorities within the team.

  • Flexible regarding start and finish times, may be required to meet customer and business demands.

  • Able to meet external customer requests providing a service level which delights. Meets requirements of internal customers, understands department’s SLA’s and impact of these on others.

  • Shows initiative and able to organise their own workload. Able to prioritise tasks taking into account priorities within the team.


Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

If you would like this job advertisement in an alternative format, please contact MERJE directly.