Customer Account Manager - Ipswich

Posted on Jun 10, 2019 by CV-Library

Ipswich, Suffolk, United Kingdom
Call Center & Customer Service
Immediate Start
£22k - £25k Annual
My client is a large financial organisation with a National network of branches. They are looking for talented individuals to join them.

Job Title Customer Account Manager

The information below gives a general indication of the main responsibilities and requirements for the job of an Customer Account Manager

General Aim

To identify and develop existing customer base of the Branch

To ensure all administrative and audit procedures are complied with

To sell company products

To maximise business opportunity development potential

To progress within branch/company structure

Train, coach and motivate branch employees

Ensuring Compliance with the requirements of the Company, the FSA and other regulatory organisations

Main Duties and Responsibilities

Achieve all sales targets as defined by Manager

Greet customers in person and/or by phone.

Receive customer payments in person, by post and balance cash draw

Complete daily banking

Generate business through quality customer service

Explain services and products to customers and analyse customer suitability for products

Prepare and process loan applications

Ensure all customer documentation is accurate and up to date at all times

Maintain an efficient and organised branch filing system

Actively work collection routes and collect overdue payments over the telephone and in person

Conduct ongoing business development

Participate in Branch/Company training programmes

To assist the branch manager with training/coaching of new team members

To develop detailed knowledge of both financial products and companyÂ’s standard procedures

To develop the skills to be confident/efficient in running the branch in the absence of the Manager

Adhere to the Core Values of the company .

Specific Requirements

Desire to work in a sales and consumer-orientated organisation

Basic literacy and numerical skills, GCSE level

Some keyboard skills

Good oral and written communication skills

Flexible to working hours

Ability and desire to learn and progress within company

Active team player

Desire to assist with branch exceeding financial goals in order to maximise maximum bonus earnings potential

Self motivated

Full driving licence to enable home visits for Collections purposes

Reference: 210190766

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