Financial Services Team Leader

Salary range £26,250 to £31,500 per year dependent on experience + Bonus scheme + Company Pension

Full-time, Permanent

Office based, Southport PR9 0UF - must be able to reliably commute or plan to relocate before starting work

We are driven by a clear purpose to help all our customers achieve financial resilience and their life is better for dealing with us.

Our agency colleagues are passionate about customer service and making a difference to customers businesses and our communities. You will get genuine opportunities to learn and develop as part of our value led organisation.

Work Type

Managing and organising the day to day running of the agency in line with customers and our requirements.

Developing and nurturing team members to be the best that they can be, using tools available.

Providing products and services to the needs of new and existing customers, through dealings with individual Customers and managing customer relationships.

Main Job Duties and responsibilities

Create an environment where colleagues feel motivated, to achieve positive customer outcomes

Champion and help new and existing team members to be the best they can be

Be responsible for own development, many of our colleagues gain industry qualifications which we will support you in doing as well as development in careers within the wider organisation.

Maintain a culture of compliance to agency procedures, regulation, conduct, data protection and compliance.

Develop and maintain a culture of continuous improvement.

Provide guidance and support to team members and wider team.

Report and monitor issues and performance weekly.

Identify training and development needs of team.

Lead, manage, support and coach teams to successfully deliver sales and excellent customer service. using constructive, effective feedback

Maintain accurate records, monitor adherence to process and procedures as well as managing risk using monthly risk checks and one to ones.

Effective communication and delivery of information

Build collaborative working relationships

Undertake training and competence interventions/observations to identify development issues and provide effective feedback to improve performance.

Ensure all Mandatory training is completed on time by the team and yourself.

Carry out team meeting weekly and record actions.

High achiever in customer service, ensuring the end to end process is smooth efficient and gives the customer an excellent experience.

Recruit and evaluate to ensure that the right people are in the right seats to deliver the company strategy.

Attend meetings as required.

Handle and resolve customer complaints using effective communication

Acting with care and integrity to build trust in the company and provide great service.

Flexible approach to work across agencies in our area and Saturdays when needed.

Good attention to detail and the ability to work accurately.

Excellent communication & organisational skills

Ability to drive continuous improvement using customer service experience and Management Information reports.

Commercial awareness

Clear credit history & clear criminal record.

Experience:

Customer Service: 3 years (preferred)

Managerial Experience: 2 years minimum (preferred)

Interested? Please send your cv by return.

IND2