Customer Service Advisor

Job Description

Duties include:
Provide administrative support primarily for all areas of the Operations and Customer Services team or as instructed by line management
Answer the telephone and deal with customers questions or queries in a professional way
Meet with customers face to face and explain requirements, product and services
Help customers complete application forms or documentation and explain and collate Anti Money Laundering and CDD document requirements
Production of lending and deposit taking documents to agreed standards
Accurately document, complete and file create payments for relevant customers and third parties as required
Log information on calls received and file create payments for relevant customers and third parties as required
File/scan/save all work as directed, and to accurately maintain all related systems, files and data
Establish and maintain effective working relationships with co-workers and the general public
Perform reception duties in an efficient, professional and courteous manner
Maintain awareness and comply with all anti-money laundering legislation, regulations, policies and procedures
Participation in the training process to ensure compliance with all policies and procedures relevant to the role

Skills and experience required:
Experience in a similar administrative role
Good organisational and communication skills
Ability to work under pressure
Good working knowledge of Microsoft Office packages
Planning and organisational skills