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Savings / banking administrator

Tonbridge
Office Angels
Banking
€31,000 a year
Posted: 20h ago
Offer description

Savings / Banking Administrator (Full Time, working a 4 day working week)

£30,000 - £32,000 per annum

Tonbridge

Office Based – 32 hours per week (8 hours a day, 4 days a week with one day off)


Benefits

* 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


Key Responsibilities

* 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 AML checks and support opening new accounts.
* Process postal applications efficiently using the core banking platform.
* Electronically scan account forms ensuring a clear audit trail and compliance with bank policies.
* 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.


Who You Are

Experience

* 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.

Knowledge

* Familiarity with savings products and banking processes is a plus.

Education

* Minimum GCSE standard with A-C grades in Maths and English.

Skills

* Excellent written and verbal communication skills.
* A confident telephone manner.
* High degree of work accuracy and attention to detail with an analytical approach.
* Good knowledge of MS Office – Outlook, Word, Excel.


Application Process

Please submit your CV online outlining your relevant experience.

This role is being managed by Debbie Foster – Office Angels – Tunbridge Wells.

Office Angels is an equal-opportunities employer. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities, and more. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explains how we will use your information available on our website.

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