Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support customers and brokers with mortgage applications and administrative tasks.
- Company: Join a dedicated Society focused on customer interests and ethical practices.
- Benefits: Enjoy flexible working options and a supportive team environment.
- Other info: Opportunity for growth and development within a collaborative team.
- Why this job: Make a real impact by helping customers navigate their mortgage journey.
- Qualifications: Recent experience in mortgage processing or administration is essential.
The predicted salary is between 30000 - 42000 £ per year.
Member Relationship Assistant
Key Information
- Job Title: Member Relationship Assistant
- Hours/Week: 35
- Location: Edinburgh
- Post: Full Time
- Closing Date: 07 May 2026
- Posted on: 07 Apr 2026
About the Role
Reporting to the Manager of the Edinburgh Relationship Centre, a Member Relationship Assistant will deliver an exceptional personalised service, building relationships through regular contact and increasing awareness of our service offering to support growth and retention of existing members and acquisition of new members through online services.
This role will be based onsite full time in our Edinburgh Relationship Centre.
Key Responsibilities
- Provision of excellent customer service by being the first point of contact and delivering an exceptional Front of House Experience.
- Actioning customer queries and requests.
- Building relationships and finding solutions.
- Process transactions including opening of new accounts, making sure all due diligence is followed in line with regulatory requirements.
- Efficient inbound call answering to meet Society’s standards.
- Efficient outbound calling to members as part of our Relationship strategy.
- Continuous identification of service improvements both from own experience and from member feedback.
- Being a subject matter expert in tasks aligned to each Centre of Excellence and supporting other colleagues with their knowledge.
- Accurate cash handling.
- Adherence to Relationship Centre security measures.
- Treating information with appropriate confidentiality and sensitivity.
- Actively promoting use of online services to members.
- Logging customer complaints in line with regulatory guidance and timescales, taking personal ownership and, where required, forwarding to relevant departments for investigation and tracking progress.
- Account maintenance including transfers, cheque requests, Faster Payments, closing accounts and processing bond maturities.
- Handling power of attorney and deceased customers.
- Ensuring relevant operating procedure manuals are reviewed and updated as required.
Other Duties
- Dealing with incoming and outgoing mail.
- Project work or testing as required.
- Participating in the training and mentoring of colleagues.
- Continuously developing and maintaining technical and professional knowledge and competence.
About You
Skills & Capabilities for the Role
Qualifications
- Preferably educated to Higher Level or equivalent.
- Minimum of 5 years in a face‑to‑face customer service role in a branch environment.
- Previous experience working with Microsoft Office.
- Experience within a financial services organisation.
- Tenured experience within a customer service environment.
Behaviours
- Responsibility
- Integrity
- Respect
Essential Skills
- Accuracy and attention to detail.
- Ability to work effectively in a team environment.
- Excellent numeric abilities.
- Good verbal and written communication skills.
- Problem‑solving.
- Honesty and integrity.
#J-18808-Ljbffr
Member Relationship Assistant employer: Scottish Building Society
Contact Detail:
Scottish Building Society Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Member Relationship Assistant
✨Tip Number 1
Familiarise yourself with the mortgage industry and current trends. Understanding the nuances of mortgage products and customer needs will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the mortgage sector. Attend industry events or join online forums to connect with others who can provide insights or even refer you to opportunities.
✨Tip Number 3
Prepare for situational interview questions by thinking of examples from your past experiences that demonstrate your problem-solving skills and ability to handle complex queries.
✨Tip Number 4
Showcase your customer service skills during the interview. Be ready to discuss how you've successfully managed customer relationships and resolved issues in previous roles.
We think you need these skills to ace Member Relationship Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage processing and administration. Use specific examples that demonstrate your ability to handle customer queries and manage documentation effectively.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities outlined in the job description, particularly your customer service experience and attention to detail.
Showcase Relevant Skills: Emphasise your strong interpersonal skills and ability to work under minimal supervision. Provide examples of how you've successfully managed deadlines and taken responsibility in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial for this role.
How to prepare for a job interview at Scottish Building Society
✨Showcase Your Mortgage Knowledge
Make sure to brush up on your mortgage processing and administration knowledge. Be prepared to discuss specific experiences where you've successfully managed mortgage applications or resolved complex queries, as this will demonstrate your expertise in the field.
✨Emphasise Customer Service Skills
Since the role involves providing excellent customer service, think of examples where you've gone above and beyond for customers. Highlight your ability to handle vulnerable customers with care and empathy, as this aligns with the company's values.
✨Demonstrate Teamwork and Independence
The job requires both teamwork and the ability to work independently. Prepare to discuss situations where you've effectively collaborated with colleagues, as well as instances where you've taken initiative and worked autonomously to meet deadlines.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be ready to answer questions about how you ensure adherence to policies and procedures. Familiarise yourself with common compliance issues in mortgage administration and be prepared to discuss how you've handled them in the past.