Customer Service and Accounts Advisor
Career Integrity & Compliance Audit Report
This vacancy has been independently reviewed by the OppaJob Transatlantic Career Intelligence Desk to confirm authentic direct employer recruiting, verify compensation transparency, and eliminate applicant processing fees.
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Position Overview & Specifications
Temporary position with the possibility of becoming permanent and/or an increase in hours worked.
· Responsible for delivering customer service to a high standard, with focus on meeting the needs of the customer within the parameters of what can reasonably be delivered.
· Responsible for clear and accurate communication, and accurate handling of transactions.
· Responsible for referring customer complaints and customer charter breach concerns to a Senior Officer to be logged and progressed.
· Responsible for following protocols and policy guidelines in all areas.
· Responsible for accurate entry of data in the customer data base, administering and monitoring accounts and the processing of loan applications in line with company policy
· Responsible for processing payments at front desk and/or electronically if required, with due attention to accuracy and the safety of cash and cheques issued & received.
· Responsible for enrolling new members, providing membership information, paying due care and attention to anti-money laundering requirements to minimise fraud and financial crime.
· Responsible for delivering appointments for loans of all types and all account administration.
· Responsible for responding to email and web requests, including enrolling new members, processing web withdrawals and answering queries.
· Responsible for handling telephone enquiries and dealing with answer phone messages, responding to all enquirers.
· Responsible for recording clear and accurate messages on member accounts to enable members accounts to be handled accurately, efficiently, and consistently.
· Responsible for communicating with members via email, telephone, face to face and by written letters, the latter approved by a Team leader or Manager when not a standard letter, to enable a high standard of customer care and service.
· Responsible for using professional and non-judgemental language and practices in the course of all work undertaken.
· Responsible for actively promoting services and products to existing and potential members, including through direct contact and office promotions.
May be required to cover branches in Redcar, Middlesbrough or Byker as and when required.
Job Types: Part-time, Temporary contract
Part-time hours: 21 per week
Salary: £11,378.00 per year
Benefits:
- Company pension
Schedule:
- Monday to Friday
COVID-19 considerations:
Common surfaces are sanitised regularly
Education:
- GCSE or equivalent (required)
Experience:
- customer service: 1 year (required)
Work Location: In person
Reference ID: ST1
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: General
Based on transatlantic hiring benchmarks for Customer Service and Accounts Advisor roles across Moneywise Credit Union's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to General.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £11,378 - £11,378 bracket, including retirement vesting and health parity.
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