Customer Service Representative; New Business

Family Building Society is seeking a proactive and customer-focused New Business Representative to join its team in Epsom, Surrey. This full-time, permanent role offers a competitive salary, hybrid working options, and a generous benefits package. The position is ideal for candidates with experience in financial services and strong communication skills.

Job Title:
Customer Service Representative (New Business)
Company:
Family Building Society
Location:
Epsom, Surrey (KT17 4NL
)
Salary: £25,000–£27,000 per annum
Contract Type:
Permanent
Hours:
Full-Time (Monday–Friday, 9:00–17:30 with 1-hour lunch)
Department:
New Business
Job Reference:
Not specified
Closing Date:
Not specified
DBS Requirement:
No

Family Building Society is a forward-thinking financial services organisation with a strong commitment to innovation and customer service. Based in Epsom, the Society employs around 250 staff and fosters a collaborative, values-driven culture. Its core values include unity, continuous learning, integrity, and mutual respect.

The New Business Representative will serve as the first point of contact for prospective customers and intermediaries, providing accurate information about the Society’s products and services. The role involves handling enquiries, issuing documentation, and supporting administrative tasks.

• Respond to customer and intermediary enquiries via phone (inbound/outbound)
• Maintain up-to-date knowledge of products and services
• Issue literature, illustrations, and application forms
• Promote products and services (non-advisory)
• Perform administrative tasks and support team members
• Ensure high standards of customer service and professionalism

• Minimum 1 year of experience in financial services
• Excellent verbal and written communication skills
• Strong interpersonal skills and ability to build rapport
• Self-starter with the ability to work independently and in a team
• Detail-oriented with a proactive approach to problem-solving
• GCSE grades above C in English and Maths
• Right to work in the UK

• Company pension scheme
• Free parking permit
• Complimentary tea, coffee, and fruit
• 25 days holiday (increasing to 28 with service)
• Professional study support (after 6 months)

Family Building Society is committed to diversity and inclusion. Applications are welcome from all backgrounds.

Not specified
Early applications are encouraged due to high interest in this position.

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