Healthcare Management Trust
Outbound Bookings Advisor (Bank)

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Position: Outbound Bookings Advisor (Bank)
Description
This is an exciting opportunity to be part of a growing service where you will connect with warm leads from website enquiries, open-day sign-ups and marketing campaigns, turning interest into meaningful action by supporting patients to access the care they need.
You’ll get the opportunity to work alongside other passionate professionals who are committed to developing the best care services. We foster a collaborative and supportive approach to learning that helps everyone succeed.
This is a bank role. This means that you won't be contracted to fixed hours; instead, you will be able to pick shifts that align with your availability. Our Bank workers enable HMT to manage fluctuating demand, such as covering staff absences, busy periods, or unexpected workload increases whilst offering you the flexibility to pick up shifts as available.
If you’re passionate about delivering a compassionate, efficient experience that reflects high standards, we’d love to hear from you.
To apply, please upload a copy of your CV through the 'Apply Now' button.
Responsibilities
In this role, you’ll help guide potential patients through their journey by proactively engaging warm leads, delivering exceptional customer service, and supporting smooth progression from enquiry to booking and beyond. Your key responsibilities include:
- Making timely outbound calls to warm leads within the agreed speed-to-contact SLA (typically 24–48 hours)
- Holding informed, empathetic conversations that qualify needs, address questions/objections, and secure a booking or clear next step
- Following a structured outreach cadence (e.g., Day 0 / Day 2 / Day 5) using phone, SMS and email to maximise contact and conversion
- Tracking outcomes throughout the patient journey and following up post-consultation to progress appropriate cases into diagnostics/procedures
- Recording all interactions in the CRM/patient administration system in real time, ensuring accurate data for demographics, consent, funding and outcomes
- Maintaining daily activity updates and a clean, well-managed lead pipeline to support KPI reporting and forecasting
- Providing clear, accessible information on services, fees/funding and locations, and escalating any clinical or safeguarding concerns appropriately
- Ensuring compliance with GDPR, information governance and contact-preference rules, and issuing written confirmations as required
- Sharing lead-quality insights with Marketing, highlighting recurring questions to refine scripts/FAQs, and participating in huddles, coaching and QA reviews
- Undertaking other reasonable duties aligned to the role and service needs
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
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Why you're a good match
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You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
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Skills And Experience
We’re looking for someone with the skills, confidence, and empathy to engage customers and convert warm enquiries into meaningful bookings.
- Outbound calling and conversion experience (healthcare, bookings, customer service/sales)
- Excellent customer service with empathetic, clear communication
- Confident using CRM/telephony systems and Microsoft 365, with fast and accurate note-taking
- Strong objection-handling skills and ability to explain services, fees and funding clearly
- Target-driven mindset and comfortable working to KPIs
- Experience in healthcare or other regulated services preferred


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Contacts
For any questions about the role, please contact Julia Matchett (Transformation and Change Manager) jmatchett@hmt-uk.org.
Or for any enquiries on the application process, please contact HRhelpdesk@hmt-uk.org
https://hmt-uk.org/wp-content/uploads/Outbound-Bookings-Advisor-Job-Description.pdf
Job Description
Hiring organization
Duration of employment
Bank
Industry
Healthcare
Job Location
Navigators Point, Durham, DH1 5TW, United Kingdom
Working Hours
Bank
Base Salary
£12.76 Per hour
Date posted
June 10, 2026
Valid through
July 26, 2026
Offer ended on
July 26, 2026
Application Information
Position: Outbound Bookings Advisor (Bank)
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