Customer Service / Onboarding Executive

Customer Service Advisor - Chester, North West

Ref: 263Monday 27 June 2022

£23,000 - £25,000

Location: Chester
Salary: £23,000 rising to £25,000 upon successful completion of probation

Are you an expert in providing a high level of customer service, able to think proactively about solutions with a good understanding of working in a regulated financial environment?
Are you ready for a new challenge with a dynamic, customer-centric bank?
Then read on!

Our client is the ONLY specialist in their sector in the UK.

They aim always to be customer-focused, innovative and supportive of the financial health of the UKs rural economy. To support with their continued growth, they are looking for experienced Onboarding & Customer Service Specialists to join their team in Chester.


Here's a bit about the role responsibilities:

  • Onboard new customers with attention to detail, ensuring all data captured is accurate and clear
  • Manage own cases from inception to pay out to suppliers following due diligence procedures
  • Undertake personal identity and fraud checks
  • Undertake credit and verification checks
  • Alert to recognising potentially fraudulent activity or vulnerable customer requirements ensuring that you report and escalate as required following policy and regulatory procedures
  • Preparation of legal documentation which will include finance agreements and security documents
  • Handle and resolve broker queries in a timely manner and to a high standard. Ensure we provide the resolution with the utmost level of customer service
  • Understand the background of the query, do required research with the provided tools, and respond appropriately
  • Build appropriate meaningful relationships with the broker network demonstrating a practical ‘can do’ attitude and becoming a trusted point of contact for queries through to resolution
  • Connect with customers at a professional level and build rapport with them


Sound interesting? Here's what you'll need to be successful:

  • Previous customer service experience (2 years+)
  • Good written and verbal communications skills
  • Good organisational skills
  • Reliable, honest and can contribute to create a thriving culture
  • Desirable: Knowledge of regulatory policies within the financial services sectorKnowledge of onboarding procedures including due diligence and KYCPrevious experience in a financial services environmentAsset finance and / or Agricultural experience


Of course, there is a lot more to tell about this opportunity than can be written on a job advertisement!
So what next?

1. If you think you are the right person for the role, apply with your updated CV
2. Once your application is received, Senior Consultant Cat Bernal will call at your convenience, to get to know you and tell you more about the client
3. Cat will send your amazing profile over to the client for review
4. You are invited for an interview to verify all the exciting truths about this opportunity and the bank you'll be working at
5. You get through to final stages and wow the client with your obvious passion and Product Analyst skills
6. You get the job and tell everyone how amazing your life has become

What are you waiting for!? Apply today to take the next step in your career.

By applying, you will register as a candidate with Adam Butler Consultancy. Our Privacy Policy which explains how we will use your information can be viewed on our website:

This vacancy is being advertised by Adam Butler Limited. The services advertised here are those of an Employment Agency. No terminology in this advert is intended to discriminate on the grounds of age, gender, race, colour, religion, disability or sexual orientation, and we are pleased to accept applications from all sections of the community. Any qualifications listed are indicative and we confirm that we are willing to accept applications from people holding equivalent qualifications.

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Keywords: "customer service", "customer support", "customer advisor"