New Business Representative (Part-Time 12 month Fixed Term Contract)

Job Title: New Business Team Representative

Responsible to: Manager, New Business Team

Responsible for: Providing the first point of contact for prospective customers and intermediaries making enquiries about the products and services offered by the Society.

Hours: 25 hours per week

• Small Team predominately taking mortgage and savings calls and completing various administration tasks.
• Maintain an up to date knowledge of all products and services offered by the Society and any third parties with whom we have a formal relationship.
• Respond promptly, accurately, and efficiently to enquiries from existing and prospective customers, intermediaries and other relevant third parties ensuring a helpful solution is offered in all instances.
• Promote the products and services offered by the Society to existing and prospective customers and intermediaries. The Society is categorised as an 'information only' provider under the Financial Conduct Authority's regime which requires that we cannot offer advice or guidance.
• Issue relevant literature, illustrations and application forms for savings accounts, mortgages and additional loans to prospective and existing customers and to intermediaries.
• Provide support and cover for other team members as requested.
• Hybrid working available after completing 6 months' probation period.
• After completing probation there is an opportunity to apply to study for professional qualifications which is paid for by the Society.
• You are able to take advantage of free BUPA healthcare after completing probation.

Ebbisham House
30 Church Street
Epsom
Surrey
KT17 4NL
United Kingdom