Banking advisor Work, Jobs in Birmingham, Wmd (with Salaries)

Customer Service Advisor
Student Castle Property Management Services Ltd —Birmingham
- £26,436.80 a year
- Full-time
- CRM software
- Social media management
- Writing skills
Quick apply
Senior Customer Service Advisor
Barclays —Birmingham
- £27,700 a year
- Weekend availability
- Banking
- Life insurance
3d
Marcus by Goldman Sachs, Team Leader, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Data analysis skills
- Training & development
- Banking
- Employee assistance programme
Marcus by Goldman Sachs, Customer Operations Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Continuous improvement
- Team management
- Mentoring
- Employee assistance programme
Banking Associate / Senior Associate
Gateley —Birmingham
- Hybrid work
- Business development
- Banking
- Negotiation
- Annual leave
- Employee assistance programme
Assistant Accountant
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Continuous improvement
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Business Setup Advisor
Auton Consulting Limited —Nuneaton
- £12.71 an hour
- Full-time
- Computer literacy
- In-person
Quick apply
Marcus by Goldman Sachs, Contact Centre QA Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Analysis skills
- Bachelor's degree
- Continuous improvement
- Employee assistance programme
Marcus by Goldman Sachs, Workforce Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Excel
- Communication skills
- Banking
- Employee assistance programme
Marcus by Goldman Sachs, Operational Risk Analyst, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Presentation skills
- Communication skills
- Banking
- Employee assistance programme
Investment Advisor
CRS Ltd —Birmingham
- Banking
Portfolio Manager
Close Brothers —Birmingham
- Full-time
- Hybrid work
- Communication skills
- Banking
- Time management
Associate Trade Sales Director
Lloyds Banking Group —Birmingham
- £61,344 - £68,160 a year
- Full-time
- Hybrid work
- Business development
- Communication skills
12d
Charity/Higher Education and Commercial Trusts Lawyer (2–6 Years PQE)
Pinsent Masons —Birmingham
- Full-time
- Travel
- Organisational skills
- Communication skills
Marcus by Goldman Sachs, Delivery Workforce Planning and Hiring Process Manager, Vice President, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Powerpoint
- Management
- Writing skills
- Employee assistance programme
Director, Wealth Manager
Royal Bank of Canada —Birmingham
- Full-time
- Business development
- Team management
- Financial services
Technical Account Manager
Integral UK —Birmingham
- Full-time
- Continuous improvement
- Banking
Quick apply
Trade Sales Director
Lloyds Banking Group —Birmingham
- £100,105 - £117,770 a year
- Full-time
- Hybrid work
- Business development
- Leadership
- Banking
12d
Corporate Development Manager (Interim)
Mpac —Coventry
- Full-time
- Microsoft Powerpoint
- Travel
- Leadership
Quick apply
Fund Accounting Manager
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Management
- Data analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply

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banking advisor jobs near birmingham, wmd

Customer Service Advisor

Student Castle Property Management Services Ltd
Birmingham

Quick apply

Job details

Permanent | Full-time
£26,436.80 a year

Qualifications

Live chat
CRM software
Customer service call handling
Inbound customer enquiry call handling
Social media management
Client engagement
Writing skills
Financial reconciliation support
Internal department liaison
Analysis skills
Accounts Receivable Credit Control
Conflict management
Mentoring
Organisational skills
Front desk
Financial services
Customer interaction
Leadership
Communication skills
Marketing
Teaching
Analytics

Full job description

Job Title: Customer Service Assistant

Shifts: 09.00 – 17.30 / Could vary at times during peak times weekends will be needed for check out and in.

Hours: 40 hours / week, 5 days Monday – Friday

Line Manager: General Manager

Job Summary
We are seeking a dedicated and approachable Customer Service Advisor to support the wellbeing and development of students within our residential community. This position offers an excellent opportunity to develop leadership and organisational skills while fostering a positive living environment. The ideal candidate will possess strong communication abilities, a proactive attitude, and experience in teaching or mentoring. The Resident Advisor will serve as a role model, providing guidance, support, and conflict resolution within the residence halls.

Main duties will include:

Answering student queries by telephone, email, letter or in person or directing queries to the relevant member of the management team Handling all manners of enquiries: from students, parents, universities and stakeholders in the business.

Being accountable for timely responsiveness and taking appropriate action when receiving feedback from students, resolving customer issues at the time or referring them to management via the appropriate channels

Distributing post and managing student parcel pick-up system front-of-house and reception duties

Preparing written correspondence as requested by other members of the management team

Organising social events on site, monitoring social media and updating our social media streams

Receiving student payments

Assisting Scheme Manager in administrative actions required for all aspects of financial control including. Credit control, Reconciling staff expenses, Daily cash and card banking reconciliation Petty cash reconciliation, Updating booking system with payments received or further charges Invoice reconciliation and payment request

Ordering new office, cleaning and maintenance supplies

Preparing arrival packs for new residents

Publishing and distributing signage for notice boards around scheme Checking returned licence acceptances ensuring all relevant documents have been received

Perform room viewings for potential new residents Assisting the Scheme Manager with administrative tasks as required

Work with the marketing team to actively promote and explore new marketing avenues

Weekly, monthly room & kitchen inspections to ensure they are up to compliance standard.

Inspecting rooms from check out and in to ensure it is ready for the next stage.

Other Duties

Assist with ad hoc requests as necessary for business needs especially at peak times such as student move in and move out weekends

Perform and document regular inspections of residents’ flats Monitoring social media and updating our social media streams

Receiving student payments

Preparing written correspondence as requested by other members of management team Publishing and distributing signage for notice boards around the scheme

Work with the marketing team to actively promote and explore new marketing avenues

Purchase Order request forms.

Lincolnshire Assets Limited reserves the right to alter the job description as applicable under advice.

Overview

We are seeking a dedicated Customer Service Advisor to join our dynamic team. This role involves engaging with clients, providing exceptional support, and ensuring customer satisfaction across various channels. The ideal candidate will possess strong communication skills, a keen eye for detail, and experience in financial services or related sectors. This position offers an excellent opportunity to develop your career within a professional environment committed to delivering outstanding service.

Responsibilities

Respond promptly and professionally to customer enquiries via phone, email, and live chat.

Provide accurate information regarding products and services, ensuring customer needs are met effectively.

Utilise CRM system to log interactions, update customer records, and track ongoing issues.

Analyse customer feedback and data to identify trends and suggest improvements to service delivery.

Assist customers with account management, including transactions, updates, and troubleshooting technical issues.

Collaborate with internal teams such as sales and technical support to resolve complex queries efficiently.

Maintain comprehensive knowledge of financial services products to offer relevant advice and support.

Uphold company standards of professionalism and confidentiality at all times.

Skills

Proven experience using Salesforce or similar CRM platforms.

Knowledge of financial services industry is highly desirable.

Excellent communication skills, both written and verbal, with the ability to convey information clearly and confidently.

Strong analysis skills to interpret data and customer feedback for continuous improvement.

Organised with the ability to manage multiple tasks efficiently under pressure.

Customer-focused mindset with a proactive approach to problem-solving.

Ability to work effectively both independently and as part of a team in a fast-paced environment. This role offers an engaging work environment where your skills will be valued and developed further within the financial services sector. We are committed to supporting our team members’ professional growth while delivering exceptional service to our clients.

Work Location: In person

PREVIOUS APPLICANTS NEED NOT TO APPLY

Job Types: Full-time, Permanent

Pay: £26,436.80 per year

Work Location: In person

Quick apply

Refine Your Search

banking advisor jobs in birmingham, wmd

Customer Service Advisor

Senior Customer Service Advisor

Marcus by Goldman Sachs, Team Leader, Analyst, Birmingham

Marcus by Goldman Sachs, Customer Operations Manager, Associate, Birmingham

Banking Associate / Senior Associate

Assistant Accountant

Business Setup Advisor

Marcus by Goldman Sachs, Contact Centre QA Manager, Associate, Birmingham

Marcus by Goldman Sachs, Workforce Analyst, Birmingham

Marcus by Goldman Sachs, Operational Risk Analyst, Analyst, Birmingham

Investment Advisor

Portfolio Manager

Associate Trade Sales Director

Charity/Higher Education and Commercial Trusts Lawyer (2–6 Years PQE)

Marcus by Goldman Sachs, Delivery Workforce Planning and Hiring Process Manager, Vice President, Birmingham

Director, Wealth Manager

Technical Account Manager

Trade Sales Director

Corporate Development Manager (Interim)

Fund Accounting Manager

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