Ipswich Building Society
Job Profile
Title
Customer Service Assistant
Responsibility to
Branch Supervisor/Senior Customer Service Assistant
Job Purpose

To ensure branch sales targets are achieved through the delivery of high quality service and by promoting the Society’s products and services

Key Result Areas

  • To communicate and promote products and services in accordance with sales plans
  • To operate the Society’s Sales Opportunity Process and to adhere to the Society’s service standards
  • To achieve own sales targets and daily objectives
  • To ensure that branch administration duties are performed accurately and in accordance with Society procedures
  • To effectively process all transactions ensuring no errors are made and that the till balances at the end of each day
  • To comply at all times with statutory and non-statutory regulatory requirements
  • To be responsible for own personal development and to keep up with current relevant issues in relation to own role and the Society

 Scope and Range of the Job

  • Directly Supervising - not applicable
  • Budget Responsibilities - to operate within Branch Budgets
  • Committee Membership - not applicable
  • Other Responsibilities - not applicable

Qualifications and Experience

  • Minimum of 5 GCSE’s including Maths and English at Grades A-C or equivalent
  • A Levels or equivalent
  • IFS Certificates
  • Experience in a customer facing role

Skills

  • Interpersonal Skills
  • Listening and Understanding
  • Interviewing
  • Selling Skills
  • Cash handling
  • Communication – verbal and written
  • General administration, accuracy and compliant
  • Numeric
  • IT
  • Team working
  • Problem solving
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