Customer Service Advisor
| Posting date: | 03 March 2026 |
|---|---|
| Salary: | £24,800 per year |
| Hours: | Full time |
| Closing date: | 16 March 2026 |
| Location: | Wolverhampton, West Midlands |
| Remote working: | Hybrid - work remotely up to 2 days per week |
| Company: | Penny Post Credit Union |
| Job type: | Permanent |
| Job reference: |
Summary
Key Responsibilities
Handle customer enquiries (face-to-face, telephone, and electronic).
Process deposits, withdrawals, and account requests.
Open new accounts, ensuring documentation is completed correctly and ID is verified.
Maintain accurate and up-to-date records on internal systems.
Deliver excellent, member-focused customer service at all times.
Process incoming and outgoing mail and maintain electronic filing systems.
Promote the organisation's products and services to support membership retention. Work collaboratively with colleagues and follow established policies and procedures.
Undertake any other duties as directed by the Head of Customer Experience.
Required Qualities
Previous customer service experience (essential).
Strong verbal and written communication skills.
Professional and customer-focused approach.
Ability to deal sensitively with vulnerable customers.
Excellent attention to detail and data accuracy.
Strong organisational and time management skills.
Ability to prioritise workload and meet deadlines.
Proactive, accountable, and able to use initiative.
Works effectively both independently and as part of a team.
Competent in Microsoft Word, Excel, and Outlook.
Willing to undertake relevant training.
Handle customer enquiries (face-to-face, telephone, and electronic).
Process deposits, withdrawals, and account requests.
Open new accounts, ensuring documentation is completed correctly and ID is verified.
Maintain accurate and up-to-date records on internal systems.
Deliver excellent, member-focused customer service at all times.
Process incoming and outgoing mail and maintain electronic filing systems.
Promote the organisation's products and services to support membership retention. Work collaboratively with colleagues and follow established policies and procedures.
Undertake any other duties as directed by the Head of Customer Experience.
Required Qualities
Previous customer service experience (essential).
Strong verbal and written communication skills.
Professional and customer-focused approach.
Ability to deal sensitively with vulnerable customers.
Excellent attention to detail and data accuracy.
Strong organisational and time management skills.
Ability to prioritise workload and meet deadlines.
Proactive, accountable, and able to use initiative.
Works effectively both independently and as part of a team.
Competent in Microsoft Word, Excel, and Outlook.
Willing to undertake relevant training.