Job title: Customer Service Adviser

Location: Milton Keynes and Wilmslow

Closing date:

Job Summary

To be responsible for the entire customer journey for all post completion customers. This includes supporting our customers during their on-boarding, managing day to day enquiries, dealing with specific requests for support. It includes supporting some of our key business processes including product transfers, redemptions and additional lump sum payments. Upholding excellent quality standards and providing customer centric support

Key responsibilities

  • To be a brand ambassador with a strong customer focus in all interactions with our customers
  • To provide excellent levels of customer service, delight our customers, and leave a lasting impression and provide positive customer outcomes
  • Identify, support and manage vulnerable customers by tailoring the support provided, in a communication style that is appropriate to that individual customer
  • Identify and support any customer complaints with a strong emphasis on first point resolution
  • To provide support to all our customers, across all our products, through various communication channels including telephony and email. As our service offering expands, this may also include webchat, WhatsApp and other social media platforms
  • To demonstrate strong customer focus and promote improvements in all customers facing processes
  • To manage key regulatory business processes, including product switches, redemptions and additional acquisition payments
  • To produce calculations for customers for several key processes
  • To act as first point of contact for any property related or legal queries and liaise with our internal and external legal teams
  • To meet all company service levels, both departmental and contractual
  • Develop and maintain a strong working knowledge of all policies and procedures, to ensure we’re providing correct and timely updates to our customers
  • Account ownership of customer conversations through our communication platform, being the first point of contact for that customer and supporting first point resolution
  • To ensure all regulatory correspondence is sent in a timely manner inline with service levels
  • Handle incoming payments, allocating to the correct account and perform internal reconciliations to ensure all payments including Direct Debits have been processed accurately
  • Manage communications between the bank, the customer and third parties companies for payment
  • Build customer relationships by actively listening and resolving complaints quickly, efficiently, and accurately
  • Explain policies and procedures courteously and patiently
  • To be flexible in your approach as customer demands change

Skills required

  • Customer Services experience, ideally in Financial Services
  • Ability to multi-task and work in a fast-paced environment
  • Ability to problem solve customer queries and being able to provide real time solutions
  • Excellent verbal and written communication skills and attention to detail
  • Effective interpersonal, customer service and organisational skills are necessary
  • Excellent customer service, problem resolution skills and strong PC skills
  • Ability to provide internal and external customers with the highest quality of customer service that meets their needs, in a timely efficient and professional manner; ability to follow up on customer complaints, questions or requests
  • Ability to meet deadlines along with excellent time management skills
  • Flexible in approach, rational when faced with changing priorities in a dynamic environment
  • Ability to perform in a strong customer-oriented team environment, professionalism, and teamwork

About us

Founded in 2007, we are a challenger bank that operates in accordance with Shariah principles, with offices in London, Milton Keynes and Wilmslow. We offer personal and corporate savings products and finance for UK residential and commercial property, in addition to sourcing and advising on UK real estate investments.

Additional Details:

We offer highly attractive reward package; the typical benefits include:

  • 25 days holiday entitlement increasing with service
  • Pension plan
  • Private medical insurance
  • Dental cover
  • Income protection
  • Life assurance
  • Employee referral bonus

Gatehouse Bank is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity.

Please be advised that we have an appointed recruitment partner, The Curve Group, to manage our recruitment process and give candidates the best possible experience in pursuing a career with Gatehouse Bank. The personal details you have shared with us may be processed by The Curve Group on behalf of Gatehouse Bank. Full details of their Privacy Policy can be viewed here.


To apply, please send your CV to