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Savings Administrator

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Office Angels

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Location:
United Kingdom , Tonbridge

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Category:
Banking

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Contract Type:
Not provided

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Salary:

30000.00 - 32000.00 GBP / Year
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Job Description:

Are you passionate about making a difference in the Banking /Charity sector? Do you thrive in a dynamic, high-volume environment while providing exceptional service? Do you have recent Banking KYC and AML and compliance knowledge? If so, we invite you to apply for the position of Savings Administrator at our client's organisation in Tonbridge! Why Join Us? As a Savings Administrator, you will play a crucial role in supporting the Savings Team in achieving its objectives. Reporting to a Head of Savings your contributions will directly impact their saving portfolio of clients and helping them with their financial needs while adhering to high standards of service and compliance.

Job Responsibility:

  • 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

Requirements:

  • 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

Nice to have:

Familiarity with savings products and banking processes

What we offer:
  • 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 ++

Additional Information:

Job Posted:
April 10, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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