Savings Bereavement & Tax Specialist

Full time
Locationlondon Calendar08/01/2018   Full time Competitive



Are you detail orientated? Do you love creating fans for life? Do you describe yourself as an escalation guru? If yes, then we may have the role for you!

As a Savings Bereavement and Tax Specialist, you will provide support in this specialism to our customers as well as colleagues. You will be the expert in tax reporting, certificates of interest and foreign account tax compliance act related queries - but don't worry, you will get full training on this!

So what would you be doing?...

• Looking after key deliverables such as account maintenance and transferring ISA’s in and out of Metro Bank
• Performing complex ISA transfers in line with HMRC guidelines and implementing regulatory and mandatory changes
• Handling your own cases from start to finish, making sure there is a single point of contact for all situations
• Making sure operational and regulatory timeframes are followed in order to provide amazing customer service
• Responding to queries escalated by customer facing colleagues

You need to be this kind of person…

• Passionate about providing unparalleled levels of service and convenience for customers
• Prepared to stick at something – we get nervous if someone has jumped from job to job
• Able to work and learn quickly in a fast paced, fun and dynamic environment
And whilst we always aim to train for skill where possible, on this occasion we are looking for someone who is already able to do all these wonderful things...

• Excellent customer service and stakeholder management skills
• Experience of overseeing customer escalations and extensive complaint handling skills
• A high level of accuracy and attention to detail
• Solid experience of process improvement and streamlining activity
• Good analytical and problem solving skills