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Customer Services Representative

Job Details

Epsom, Surrey
Role Type
£24000 - £25000 per annum
Job Ref: J2186_1717502672

Customer Service Representative
Epsom, Surrey
Full Time Permanent Contract
Monday to Friday 9am-5.30pm (4hrs paid 'admin overtime' to be completed every other weekend)
£24,000-£25,000 per annum plus BONUS and EXCELLENT Benefits (see below)

Responsible for the efficient and effective administration and customer service of Mortgage and Savings Accounts


* Maintain an up to date knowledge of all products and services offered by the company, its subsidiary and associated companies.

* Answering the telephones to respond promptly, accurately and efficiently to enquiries from existing customers.

* Promote the products and services offered by the company, its subsidiary and associated companies to existing customers within the bounds of the company's categorisation as an 'information only' provider under the FCA's regime. As such, take care to avoid making comment, orally or in writing, which may be construed as offering advice and/or guidance and, where relevant, adhere to scripted questions during telephone communications.

* Undertake general day to day administration duties encompassing all aspects of Mortgage Accounts procedures such as mortgage completions, redemptions including provision of redemption figures, capital payments, monthly payments, transfers, retention releases, customer amendments, Insurance and Assurance, general enquiries etc.

* Contact customers periodically regarding the services/products utilised to ensure suitability and encourage take-up of other related products. Deal with the despatch of customer questionnaire forms as and when necessary and analyse/summarise the results of questionnaire and marketing activities.

* Assist in the administration of mortgage arrears operations including the provision of any necessary statistical information.

* Prepare and issue standard or dictated letter responses to savings customers as appropriate, including researching and responding to "Lost Account" enquiries.

* Deal with all administrative amendments relating to both customer details and account details, including address changes, R85 registration/cancellation, applying notice requests, etc.

* Undertake all aspects of the ISA transfer (IN and OUT) process in line with laid down procedures.

* Assist with all aspects of the Registration process in line with laid down procedures.


* Scaled pension scheme - up to 16%
* 23 days holiday allowance rising to 27 with service
* Parking permit for a local car park
* Discretionary bonus based on both the company & your performance
* Society social events
* Staff monthly draw
* Perkbox
* Bupa Private Medical Insurance
* Bupa Cash plan
* Professional study financial support
* Volunteer day per year
* Life assurance - 4x salary
* Income protection
* Season ticket loan
* Hybrid working options
* Buy and sell holiday


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.

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