New Business Team Representative /

  • Full Time
  • Epsom

Website The Family Building Society

Job Title: New Business Team Representative

Responsible to: Manager, New Business Team

Responsible for: Providing the first point of contact for prospective customers and intermediaries making enquiries about the products and services offered by the Society.

Main Tasks:

· Small Team predominately taking mortgage and savings calls and completing various administration tasks.

· Maintain an up to date knowledge of all products and services offered by the Society and any third parties with whom we have a formal relationship.

· Respond promptly, accurately, and efficiently to enquiries from existing and prospective customers, intermediaries and other relevant third parties ensuring a helpful solution is offered in all instances.

· Promote the products and services offered by the Society to existing and prospective customers and intermediaries. The Society is categorised as an ‘information only’ provider under the Financial Conduct Authority’s regime which requires that we cannot offer advice or guidance.

· Issue relevant literature, illustrations and application forms for savings accounts, mortgages and additional loans to prospective and existing customers and to intermediaries.

· Proactively follow up enquiries made through marketing activities or the FBS website with a view to converting these into applications for the Society’s products or leads for third parties.

· Respond to requests for progress updates from customers or intermediaries between receipt of the application and the Completion of a mortgage account.

· Proactively call our existing mortgage customers to provide details of alternative products at the end of their Mortgage product.

· Provide support and cover for other team members as requested.

· Hybrid working available after completing 6 months’ probation period.

· After completing probation there is an opportunity to apply to study for professional qualifications which is paid for by the Society.

To apply for this job please visit