Customer Advisor Job Description

Customer Advisor Job Description Template

Our company is looking for a Customer Advisor to join our team.

Providing a high standard of customer service;
Assist with handling documents for customer deliveries;
Proactively support customers with more convenient ways to bank with Lloyds and make referrals to the right colleague, partner or channel;
Discussing the best options for members and advising on different products to suit their needs;
Proactively identify issues arising and contribute to resolution;
Sending letters and emails;
Updating CMS (Case Management System) with notes and tracking calls;
Help customers to grow their business by taking full ownership of their requirements;
Efficiently plan and manage own workload, resources and time to maximise efficiency;
Send appointment reminders to customers;
Cancel appointments when necessary;
To undertake such other duties as may be reasonably required, including attending shows and exhibitions;
To update and maintain internal systems, including activity logging and client account information;
ensuring all customer requests are dealt with efficiently and effectively (all customer banking enquires over the phone);
Processing documentation, data and information accurately and efficiently, within the agreed SLA, targets and procedures.

Thorough, with good record keeping skills;
Conscientious with the tenacity and resolve to see things through;
Excellent customer service skills;
IT literate (Microsoft Office – intermediate Word, Excel, Outlook and internet/intranet capabilities) and work management databases;
Articulate and good at explaining things;
Excellent administration skills;
Understanding of the tRIIO Data Protection Policy;
Basic knowledge of the requirements of the General Data Protection Regulation;
Good written communication skills;
Excellent telephone manner;
Organised and Punctual;
Excellent computer skills;
Able to thrive under pressure, multi-task and prioritise workload.