New Business Team Representative

New Business Team Representative

5x days onsite, Hybrid after completing 6 month probation period

Epsom

Up to £27,000 DOE

Primary Responsibilities:
Serve as the first point of contact for prospective customers and intermediaries seeking information about the Society's products and services.

• Key Tasks:
  Work collaboratively within a small team primarily handling enquiries related to mortgage and savings products, alongside associated administrative duties.
• Maintain up-to-date knowledge of all Society products and services, including those offered through formal third-party partnerships.
• Respond to queries from existing and prospective customers, intermediaries, and relevant third parties in a prompt, accurate, and helpful manner, ensuring a consistently positive customer experience.
• Promote the Society's products and services to customers and intermediaries. Please note: as an 'information only' provider under the Financial Conduct Authority's guidelines, we are not authorised to offer advice or guidance.
• Distribute appropriate literature, product illustrations, and application forms for savings, mortgage, and additional loan products to customers and intermediaries as required.
• Provide assistance and cover for team members as needed to support the overall effectiveness of the team

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.