Customer Banking Agent
Lancashire, Lancashire, England, UK
Listed on 2026-01-29
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Customer Service/HelpDesk
Bilingual, Customer Service Rep, Customer Success Mgr./ CSM
Start with a competitive salary of £27,032.00, with the exciting bonus as you develop and demonstrate your skills! Imagine the satisfaction of knowing your hard work and dedication can lead to tangible rewards. Join our dynamic team based at Portway House, 1 The Pavilions, Preston, PR2 2YD
, where your supportive nature and excellent conversational skills will help guide Lloyds Banking Group customers on their journey to financial health! This isn't your average collection's role – you'll be managing inbound calls, engaging with customers in various financial situations, and crafting personalised, affordable solutions to meet their needs. You will be working in an environment every day that brings new opportunities, the convenience of free parking, easy access to local transport links, and near a shop, making it easy to grab a bite during your breaks.
What's more, after a qualifying period of around 6 months, you'll have the flexibility to work from home if you prefer! Imagine the perfect balance of an office environment and the comfort of your own home. Enjoy the best of both worlds while still being part of a supportive and dynamic team.
Customer Banking Agent
Job Description Summary- Provides payment management expertise in area of specialism, such as collections/lending.
- More experienced Advisors may coach others and support the resolution of escalated complaints in accordance with business, policy and legal requirements.
- Provides a first point of contact service resolution for the customer, educating customers on the alternative options available for the service being supported.
- Uses online systems to accurately document customer account information, adhering to data privacy legislation.
- Ensures regulatory compliance.
- In the case of collections activity, determines reason for customer payment delinquency and obtains payment commitment.
- More experienced Advisors will support the Team Leader by mentoring and supporting team members to improve customer satisfaction and efficiency metrics within the business area.
- You will work 40 hours per week between 8am - 8pm, Monday - Friday and 9am-5pm Saturday on a rota basis. We will provide shift rota examples at interview stage.
- Training period is approximately 4 weeks, and you will work 8:30am - 5pm Monday – Friday.
- Learning academy following training lasts around 8 weeks where you will work between 8am - 8pm, Monday - Friday and 9am-5pm Saturday on a rota basis.
- Internal career progression via Capita Academy, which helps many colleagues to develop into a multitude of roles available with a clear development plan from the outset.
- Access to exclusive discounts, benefits and cash back, for all Capita Employees and their families! Retail, cinema, shopping, something for everyone!
- 23 days' holiday (rising to 27) with the opportunity to buy extra leave.
- We are, on occasion with a small team, asked to work Bank Holidays, but Christmas Day, Boxing Day and New Years Day are all non-working days so, put your feet up! (If you are scheduled to work on a bank holiday, you will receive a day in lieu).
- Company matched pension, life assurance, a cycle2work scheme, 15 weeks' fully paid maternity, adoption and shared parental leave, paternity pay of two weeks...and plenty more!
- Voluntary benefits designed to suit your lifestyle - from discounts on retail and socialising, to health & wellbeing, travel, and technology.
- Access to our Aviva Digi Care+ Workplace services to support health and wellbeing, providing a range of valuable services.
- Access to our Employee Network Groups, which represent every strand of diversity and allow colleagues to connect and learn from each other on an open, inclusive platform.
- You will be responsible for handling inbound calls, speaking and listening to customers who are in different financial positions, tailoring affordable outcomes to help them on the road to financial health.
- Handling customer complaints should they arise, adhering to Financial Conduct Authority standards.
- Supporting vulnerable customers and addressing their complex needs with care and understanding.
- Working…
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