Customer Relationship Officer

Job Title: Customer Relationship Officer

Location: Warrington - Hybrid. 2 days per week in the office. It is expected to be based in the office 4 days a week during the first 2 weeks.

Salary: On Application

Hours: Monday - Friday 9 am - 5 pm

Benefits:

• 15% Contributory Pension (10% Employer, 5% Employee)
• 26 days holiday plus bank holidays, and a day off for your birthday
• Discretionary Bonus Scheme & Annual salary reviews
• Paid sick leave & Digital GP 24/7
• Private Health Insurance, Critical Illness Insurance & Dental Cover
• Income Protection
• Enhanced maternity, paternity and shared parental leave
• Menopause support
• Paid Carers leave
• Charity Day
• Employee Assistance Programme
• Cycle2work Scheme
• Benefits Hub; large selection of employee discounts, rewards and perks across a number brands, restaurants, holidays and "away"

About our client and the role of Customer Relationship Officer:

Our client is a fast-growing financial services provider who put their colleagues and customers at the heart of everything they do. They are built on strong values with a collaborative culture, with a strong focus on inclusivity, integrity and innovation.

They have an exciting opportunity available for a Mortgage Relationship Officer to join the Relationship Management team, and to develop your career within a growing specialist bank. This role involves supporting a portfolio of commercial customers while working closely with experienced Relationship Managers and being proactive in growing the loan book.

This is a fantastic role for someone who has experience within the mortgage industry, looking to have a future career within relationship management.

Responsibilities for the role of Customer Relationship Officer:

• Support the Relationship Management team by delivering proactive customer engagement, portfolio analysis, and operational support across the customer lifecycle.
• Build and maintain strong relationships with an allocated portfolio of customers, ensuring a consistently high standard of service and customer experience.
• Act as the primary point of contact for inbound customer enquiries, providing timely, accurate, and professional support.
• Assist with refinancing, retention, and new deal preparation, ensuring all documentation and processes are completed efficiently.
• Conduct portfolio analysis and prepare insightful reports for periodic customer reviews, identifying trends, risks, and opportunities.
• Monitor portfolio performance and produce high-quality management information to support reporting, strategic decision-making, and effective portfolio oversight.

Experience and skills required for the role of Customer Relationship Officer:

• Experience of working in the mortgage industry is essential
• Experience in customer relationship management
• Strong organisational skills, with high attention to detail, and the ability to manage multiple priorities effectively.
• Strong analytical skills and confidence working with data, spreadsheets, and reporting tools will be essential.
  Strong communicator, comfortable engaging with both internal stakeholders and customers, with the ability to provide clear and professional support.
• A proactive and collaborative approach, alongside a commitment to delivering excellent customer service, will be key to success.
  Familiarity with regulatory requirements, risk awareness, and data protection standards will be highly beneficial.

For more information regarding the role of Customer Relationship Officer please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC.

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.