Customer Experience Manager

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Customer Experience Manager

Industry: Finance / Mortgage / Banking (Experience Desired.)

We are looking for a highly motivated and dynamic individual to join our team as a Customer Experience Manager. This is a newly created role aimed at enhancing the efficiency and effectiveness of our Client Relationship Managers (CRMs) while driving sales performance.

Key Responsibilities:

  • Manage CRMs in the East Region: Oversee the CRMs in the Edinburgh region, ensuring they are aligned with the company's sales and customer service goals.
  • Re-launch CRM Role: Collaborate with the Managing Director to re-launch the CRM role, emphasizing its importance and demonstrating senior management support.
  • Leadership and Development: Provide strong leadership and support to CRMs, conducting regular 1:1s, appraisals, and performance reviews.
  • Service Standards: Maintain high service standards across branches in the region by organizing mystery shops and client questionnaires.
  • Recruitment and Training: Work closely with the recruitment team to hire new CRMs and provide comprehensive training to ensure they meet company standards.
  • Branch-Based Role: Operate out of various branches within the region, ideally spending one week in each branch (9:00-17:30) to closely monitor and manage operations.

Ideal Candidate:

  • Experience: Preferably has experience in call center management, particularly within a banking or financial services environment, to efficiently manage telephone operations and improve CRM sales skills.
  • Strong Character: Must possess strong leadership qualities to handle challenges and drive team performance.
  • Customer Service Focus: Demonstrated ability to maintain high service standards and enhance customer experience.
  • Mortgage Knowledge: A background in mortgages is preferred to effectively support and guide CRMs.

If you are a driven individual with a passion for customer service and leadership, we would love to hear from you.

Required skills

  • Banking
  • CRM
  • Customer Service
  • Financial Services
  • Leadership
  • Management
  • Recruitment
  • Sales
  • Senior Management

Application questions

Have you worked in Financial Services?
Have you worked in Customer Services?
Are you experienced in Customer Experience?

Reference: 52871922

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