Monzo Bank

Life Events Advisor – Vulnerable Customers

Monzo Bank

full-time

Posted on:

Origin:  • 🇬🇧 United Kingdom

Visit company website
AI Apply
Apply

Salary

💰 £28,050 - £34,000 per year

Job Level

Mid-LevelSenior

About the role

  • Communicate directly with next of kin and third parties following the disclosure of a bereavement or terminal illness via email, chat and calls.
  • Manage bereavements and third party access cases; taking ownership by supporting customers with formal and informal third party access such as Power of Attorney.
  • Support customers who are currently in custody/incarcerated.
  • Deal with internal escalations and work closely with other domains in customer operations.
  • Communicate with the leadership team to share opportunities, identify risks and concerns and provide feedback to proactively improve customer support.
  • Meet targets while receiving and providing continuous feedback.

Requirements

  • Previous experience supporting customers dealing with grief; Bereavements or major/significant life events experience is essential.
  • Previous experience in Bereavements processes in financial services.
  • Strong track record of working with vulnerable customers or robust understanding of bereavement support within the financial sector.
  • Experience in managing probate-related disclosures and enquiries.
  • Excellent communicator talking on the telephone.
  • Ability to take and make calls is an essential requirement for this role.
  • Ability to show flexibility, resilience, and empathy.
  • Must be permanently based in the UK.
  • Availability to train Monday to Friday 09:00-17:30 for 10 weeks and work shifts Monday to Friday between 8am - 8pm (37.5 hours).