Finance agent Work, Jobs in Bolton, Gtm (with Salaries)

Customer Banking Agent
Capita —Preston
- £27,032 - £30,032 a year
- Full-time
- Hybrid work
- Communication skills
- Banking
- Annual leave
- Work from home
Customer Service Agent
JaJa Finance Ltd —Manchester
- £29,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
Quick apply
Collections Agent
Oodle Finance —Manchester
- £27,500 - £30,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
5d
Branch Manager – Professional House Share & Corporate Lets
Mistoria house Share —Bolton
- Up to £32,000 a year
- Full-time
- Business development
- Team management
- Contracts
- Free parking
- Sick pay
Quick apply
4d
Finance & Office Manager
Dale Industrial Complex Ltd Astley Park Estate, Kennedy Road, Chaddock Lane, Astley, Manchester M29 7JY —Manchester
- £26,000 - £30,000 a year
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Access
- Free parking
- Flexible schedule
Quick apply
AI Compliance Officer
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Financial services
- AI
- Communication skills
Collections Agent
Olton Alexander Limited —Newton-le-Willows
- £25,500 a year
- Full-time
- CRM software
- Conflict management
- Organisational skills
- Free parking
Quick apply
Central Reservations & Events Agent
Mollies —Manchester
- £28,000 a year
- Weekend availability
- Bar
- Hotel
- Guest services
- Health & wellbeing programme
- Employee discount
Quick apply
11d
P2P Operations Analyst
Travel Counsellors —Manchester
- Hybrid work
- Computer literacy
- Analysis skills
- Communication skills
Quick apply
4d
Housing Data and Finance Support Officer
St. Helens Council —St Helens
- £32,062 - £33,699 a year
4d
Housing Data and Finance Support Officer
St Helens Borough Council —St Helens
- £32,062 - £33,699 a year
4d
Specialist, Client Processing Representative II
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Computer literacy
- English
- Computer skills
Head of Sales - Remote (England)
Evergreen Services Group —Warrington
- £80,000 - £100,000 a year
- Full-time
- Remote
- AI
- Leadership
- Annual leave
Quick apply
8d
Customer Care Agent - Arrears Management
Go Car Credit —Birchwood
- From £26,500 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Free parking
- Annual leave
Quick apply
5d
HR Assistant
THOMAS CONSULTING LIMITED —Chorley
- From £28,000 a year
- Part-time
- Microsoft Outlook
- Writing skills
- Databases
- Free parking
- Life insurance
Quick apply
5d
Dealership Accountant
Vans Northwest Ltd —St Helens
- £50,000 a year
- Overtime
- Computer literacy
- Analysis skills
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
Finance AI and Automation Implementation Lead
Travel Counsellors —Manchester
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
12d
Business Rates Manager
Blackburn with Darwen Council —Blackburn with Darwen
- £35,412 - £39,152 a year
- Full-time
- Remote
- Supervising experience
- Team management
- Communication skills
- Flexitime
- Flexible schedule
Senior Project Manager | Bolton, UK
TSA Riley —Bolton
- Hybrid work
- Business development
- Conflict management
- Contracts
Senior M&A Manager
mydentist —Radcliffe
- Full-time
- Project management
- Travel
- Employee assistance programme
- Employee discount
Quick apply

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Customer Banking Agent

Capita -
Preston

Apply Now

Job details

Full-time
£27,032 - £30,032 a year

Benefits

Annual leave
Work from home

Qualifications

Customer service call handling
Inbound customer enquiry call handling
Client engagement
Complaint handling
Customer interaction
Communication skills
Banking

Full job description

Join our dynamic team based at Portway House, 1 The Pavilions, Preston, PR2 2YD, where your supportive nature and excellent conversational skills will help guide Lloyds Banking Group customers on their journey to financial health! This isn't your average collection's role – you'll be managing inbound calls, engaging with customers in various financial situations, and crafting personalised, affordable solutions to meet their needs.

We’re looking for motivated, collections Banking Agents to join Lloyds Banking Group. In this role, you’ll play a vital part in supporting customers who may be experiencing vulnerability or financial difficulty.

You’ll provide clear, compliant, and empathetic support, ensuring customers receive fair outcomes and feel understood at every stage of their journey. By listening carefully, identifying individual needs, and applying appropriate support measures, you’ll help customers make informed decisions about their finances.
This is a fantastic opportunity to build a long-term career in financial services, whether you’re bringing existing experience or taking your next step within a structured, supportive, and well regulated banking environment that prioritises colleague development and customer wellbeing.

Enjoy a flexible working journey – achieve your performance milestones and unlock hybrid working from month 4, with the opportunity to work from home full-time by month 6.

The first 8 weeks of training are critical, so annual leave is not recommended during this period
Leave requests from weeks 9–22 may be considered, subject to business needs
Ongoing support and coaching to help you succeed and grow in your role

Rotational shift pattern on a 6-week cycle (fixed shift lines are not available)

Job title:

Customer Banking Agent

Job Description:

What You’ll Be Doing

Supporting customers with a wide range of banking collections queries, including those who may be in vulnerable or challenging circumstances
Providing clear, accurate, and professional guidance, tailored to individual customer needs
Identifying signs of vulnerability and taking appropriate action to ensure customers receive the right support
Handling customer complaints with care and professionalism, taking ownership to investigate issues thoroughly and resolve them fairly and effectively
Accurately recording customer interactions, actions, and decisions across multiple banking systems to ensure consistency, auditability, and quality outcomes
Using systems and processes confidently to support decision making and ensure the right outcome is delivered first time
Offering suitable solutions while balancing customer wellbeing with regulatory and risk requirements
Working collaboratively within a supportive, high performing team to deliver positive outcomes
Developing your understanding of vulnerability, financial wellbeing, and banking products through ongoing learning and training

What We’re Looking For

Strong communication and active listening skills, with the ability to engage sensitively with customers who may be vulnerable or experiencing financial difficulty
A genuine commitment to delivering fair, respectful, and supportive customer outcomes
The ability to work confidently within regulated processes, policies, and vulnerability guidelines
Confidence using systems and technology to accurately record information and support customer needs
A positive, resilient attitude with a willingness to learn and continuously develop your skills and knowledge
A strong commitment to the role, including reliable attendance and punctuality, recognising the importance of consistent customer support and actively engaging in your own development journey through training, coaching, and learning opportunities
Someone who is prepared to be coached, open to feedback, and comfortable with accountability to continuously improve performance and outcomes

Previous banking or contact centre experience is beneficial but not essential — full training will be provided , including support around identifying vulnerability and delivering appropriate customer care.

Career Progression & Development

At LBG, your development matters. We are proud of our strong internal progression culture , with around 20% of colleagues currently on a progression plan into roles such as:

Coach
Trainer
Subject Matter Expert (SME)
Team Manager

You’ll be supported with structured learning, on‑the‑job coaching, and clear pathways to help you reach your career goals.

What You’ll Get

On‑Target Earnings (OTE) of up to £30,032 , including performance‑related bonuses in the first 12 months
Guaranteed base salary of £27,032
Up to £3,000 available through a range of bonus schemes
Structured training programme with ongoing learning and development support
Clear progression opportunities across multiple career pathways
A supportive, inclusive team environment within a trusted UK banking organisation
A meaningful role where your work genuinely makes a difference to customers’ lives
The opportunity to work from home once you have successfully completed the training programme (approximately 22 weeks). You will be required to work full‑time in the office until this point.

What will happen next:

Choose apply now to fill out our short application

Your application will be reviewed by our recruitment team

You will be invited to attend a video interview with a member of the recruitment team

If you are successful at the first interview stage, you will be invited to attend an onsite assessment centre at our office in Preston.

Location:

Preston

United Kingdom

Time Type:

Full time

Contract Type:

Permanent

Apply Now

Refine Your Search

finance agent jobs in bolton, gtm

Customer Banking Agent

Customer Service Agent

Collections Agent

Branch Manager – Professional House Share & Corporate Lets

Finance & Office Manager

AI Compliance Officer

Collections Agent

Central Reservations & Events Agent

P2P Operations Analyst

Housing Data and Finance Support Officer

Housing Data and Finance Support Officer

Specialist, Client Processing Representative II

Head of Sales - Remote (England)

Customer Care Agent - Arrears Management

HR Assistant

Dealership Accountant

Finance AI and Automation Implementation Lead

Business Rates Manager

Senior Project Manager | Bolton, UK

Senior M&A Manager

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