Customer Adviser
Location: Blackwood, Caerphilly, Newport and Tredegar
Hours: Full-time, 37 hours per week, Monday to Friday (occasional out-of-hours work may be required)
Join the Team at Smart Money Cymru Community Bank
Are you passionate about helping people and making a real difference in your community? Do you enjoy providing excellent customer service and working in a fast-paced environment?
Smart Money Cymru Community Bank is looking for a motivated and customer-focused Customer Adviser to join our team. This is an exciting opportunity to support members with their financial needs while promoting the values and benefits of ethical, community-based financial services.
As a Customer Adviser, you will be at the heart of our operations, providing outstanding service to members, processing transactions and loan applications, supporting community engagement and helping to grow our membership and services across Wales.
About the Role
Reporting to the Head of Operations, you will provide high-quality customer service and administrative support across our branch network. You will assist members with a range of services, process financial transactions accurately and contribute to the promotion and growth of Smart Money Cymru.
Key Responsibilities
- Deliver exceptional customer service to members and visitors.
- Carry out cashier duties and process member transactions accurately.
- Bank cash and cheques daily in accordance with procedures.
- Respond to enquiries by telephone, email, text and in person.
- Assist members with account services, savings, withdrawals, transfers, and loan applications.
- Maintain accurate records and process data using various software systems.
- Process corporate membership applications and accounts.
- Administer member accounts.
- Support payment administration .
- Administer and monitor Bond Board payments and related activities.
- Assist with marketing and promotional activities to raise awareness of Smart Money Cymru's products and services.
- Contribute towards membership, savings and lending growth targets.
- Manage incoming and outgoing post, correspondence, and emails.
- Maintain accurate filing and document management systems.
- Provide cover for finance administration and credit control activities when required.
- Support volunteers, service points and community outreach activities.
- Undertake any other duties reasonably required to support the successful operation of Smart Money Cymru.
About You
We are looking for someone who is enthusiastic, organised and committed to delivering excellent service.
Essential Skills and Experience
- Good literacy and numeracy skills.
- Competent in Microsoft Office applications, particularly Word and Excel.
- Strong communication skills with the ability to engage empathetically with members, colleagues, and stakeholders.
- Ability to work effectively in a busy office environment.
- Good attention to detail and accuracy when processing financial information.
- An appreciation of and commitment to the values and principles of the credit union movement.
Personal Attributes
- A commitment to the values and mission of Smart Money Cymru.
- Strong organisational skills and the ability to prioritise workloads effectively.
- Self-motivated and able to work with minimal supervision.
- Excellent interpersonal and teamwork skills.
- Flexible and adaptable approach to work.
- Ability to remain calm under pressure and meet deadlines.
- Trustworthy with a commitment to maintaining confidentiality.
- Willingness to learn, develop and participate in ongoing training.
Why Work for Smart Money Cymru?
At Smart Money Cymru, we are committed to improving the financial wellbeing of our members and communities. We offer a supportive working environment where your contribution makes a tangible difference to people's lives.
You will have the opportunity to:
- Develop your skills and career within a growing organisation.
- Work with a friendly and supportive team.
- Contribute to a community-focused organisation with a strong social purpose.
- Help individuals and families access ethical financial services and support.
Apply Now
If you are passionate about customer service, community impact and helping people achieve financial wellbeing, we would love to hear from you.
CLOSING DATE IS 5pmam on 18th September 2026
Job Type: Full-time
Pay: £23,454.04 per year
Benefits:
Application question(s):
- Will you able to commute between our five branches as required, based in Blackwood, Caerphilly, Newport + Tredegar? Ideally this will be by your own private transport.
Education:
- GCSE or equivalent (preferred)
Licence/Certification:
- Driving Licence (preferred)
Work Location: In person
