Savings Assistant

Location: Hybrid working with 5 days per fortnight in our Head Office (Leek, Staffordshire) and the remaining time remotely, after initial training period.

Employment type: Full-time, permanent position.

Salary: £23,592

Working hours: 35 hours per week

Reports to: Savings Team Manager

The Organisation

Leek Building Society is an award winning, highly admired, local building society that is owned and trusted by its members. We’re a great place to work, with an exceptional culture, but don’t just take our word for it. We ranked in the top 10 of UK employers, and the top 100 of global employers in the Inspiring Workplaces Awards 2024, and we’re on a mission to become even stronger. We’re also a socially responsible, inclusive employer, deeply committed to ensuring that everyone is supported to perform at their best. You’ll be joining the business at a fantastic time of growth, with a transformational investment in our systems, people and processes to put our customers at the heart of everything we do.

Job Purpose & Scope

To support our savings members by processing customers’ requests received by post, phone or through our digital channel. By actioning requests accurately and within agreed service levels you’ll be ensuring our members receive great experiences. The range of tasks are many and varied so flexibility and a willingness to learn new processes and be a team player are essential to ensure success of the team and deliver our core business values.

Duties And Key Responsibilities

• Customer Service

• Deal accurately and efficiently with Savings enquiries from customers, other Society Departments, other financial services organisations, branches over the telephone and by correspondence, whether by post or electronically.
• Accurately process and administer Savings accounts in line with customer instructions and the Society’s processes and policies.
• Co-ordinate and process mailings to customers in an accurate and timely manner.
• Check the accuracy of savings documentation on a daily basis and where appropriate feedback to the respective branch e.g. errors made on new applications, addition of names, power of attorney.
• Keep abreast of changes in Savings accounts, procedures and regulation.
• Achieve individual objectives, supporting the achievement of Savings Department objectives and thereby contributing to the overall success of the Society.
• Support and improve the Savings activity of the Society e.g. Process improvements, Passbook and stationery ordering, update of application forms.

• Risk Management

• Adhere to the Society’s policies and procedures at all times to mitigate risk.
• Identify and report risk events in accordance with the Risk Management Policy.
• Comply with all regulatory requirements.
• Understand the importance of a risk culture as it applies to the Savings Assistant role.

• Society Ambassador

• Embrace and work in line with the Society’s core values.
• Work as part of a team providing flexibility where required.
• Ability to work on own initiative.
• Receptive of and willing to embrace change.
• Present a professional image at all times.

• Self-development

• Take ownership of your own development by actively participating in 1-2-1’s and Personal Development Reviews.
• Keep up to date with training requirements including e-learning and attending training courses where required.

General

Any other duties that may reasonably be required.

Person Specification

• Qualifications & Knowledge

• Knowledge of all parts of the Microsoft Office suite.

• Experience

• Experience of working in a customer service environment.
• Experience of contributing effectively to a team.
• Experience of working to challenging objectives is desirable but not essential.
• Previous experience of working in a financial services environment is desirable, but not essential.

• Skills & Abilities

• Good level of numeracy and literacy skills.
• Ability to communicate effectively across multiple channels to support customer outcomes.
• Excellent customer service skills.
• Organisational and time management skills.
• Ability to work effectively as part of a team and use own initiative.
• Ability to take a proactive approach to work.
• Previous experience of Microsoft Word/Excel.

• Other Requirements

• Willingness to work on a rota’d basis on a Saturday and occasionally work outside standard opening hours to support departmental objectives is required.
• A Basic DBS check will be undertaken upon an offer of employment.

What Benefits Are On Offer

• Competitive salary rates
• 35 hour working week (full-time)
• Contributory Stakeholder Pension Scheme
• Free health screening
• Minimum of 23 days paid holiday per annum plus bank and public holidays
• Parental Schemes
• Sick Pay guaranteed for 6 months for major illnesses
• Holiday purchase/sale scheme
• Life assurance of 4 times your annual salary
• Employee assistance programme
• Continuous development opportunities
• We’re open to discussing working flexibly
• Onsite gym available to employees

If the above sounds like something you’d thrive at, we’d love to hear from you.