Savings Administrator

• Promptly action saver account requests and respond to general inquiries via phone, email, or letter
• Maintain customer confidentiality in line with Data Protection regulations
• Uphold the Conduct Risk & AML framework, ensuring compliance at all times
• Conduct manual Anti-Money Laundering checks and support the opening of new accounts
• Process postal applications efficiently using the core banking platform, Aurius
• Electronically scanning account forms ensuring there is a clear audit trail and that transactions are compliant with the Bank's policies and a right first-time culture is achieved
• Manage account maturities, closures, and withdrawals, ensuring a clear audit trail and compliance
• Input deposit data accurately into Aurius and perform account reconciliations
• Monitor daily workloads and prioritise tasks to meet service level agreements
• Document and test new products and procedures while creating inserts for departmental manuals
• Be the main point of contact for incoming calls, directing them appropriately
• Assist with reception duties, including managing incoming and outgoing post
• Provide management information about the savings portfolio as needed

• At least 5 years of customer service experience in a Banking/Financial services environment
• Proficient in administrative procedures and practices (KYC/AML/Consumer Drivers), with a strong focus on data entry
• Minimum GCSE standard with A-C grades in Maths and English
• Excellent written and verbal communication skills
• A confident telephone manner
• High degree of work accuracy and attention to detail with an analytical approach
• Excellent communication skills, both verbal and written, with good knowledge of MS Office
• Outlook, Word, Excel

Familiarity with savings products and banking processes

• Generous Annual Leave + Bank Holidays
• 24/7 GP
• EAP
• private medical (eligible)
• income protection
• Pension
• life assurance
• enhanced parental/sick pay
• Discounts (Perkbox)
• travel loans
• cycle scheme
• tech loans ++