Job Description
Do you have a background in Savings, Investments and Financial Services Products? Do you have a sound background in Operational Management or Team Leading?
We are pleased to be partnering with a reputable Bath based employer as they continue on a journey of transformation.
This employer is driven by delivering an outstanding service & personal service to customers and community. Internally, the culture reflected is one of collaboration and strong team values.
DAY TO DAY:
Manage and develop our Specialist Non-Personal Savings and Deposit Accounts function.
Supporting and managing the onboarding, administration and reviews of complex accounts including Trusts, Charities, SIPPs, SSASs,
Leading a small and experienced team providing guidance, coaching and performance reviews, 1 -2- 1s allocating and reviewing work daily, ensuring deadlines are met
Overseeing AML, KYC and due diligence checks, conducing annual reviews and ensuring risk management checks are in place, acting to highlight any risks
Providing 1st line direct support to customers, performing some hands on duties to include complex applications, interpreting legal documents, liaising with 3rd parties,
Collaborating with compliance teams to ensure regulations are adhered to, supporting business change & process improvement
Communicating effectively and directly with intermediaries, handling more challenging queries and resolving issues efficiently
WE WOULD LOVE TO SEE:
A solid experience in a financial services environment, particularly in savings, deposits, or account servicing.
Specific knowledge and hands-on experience with at least some of the following account types: Trusts, Charities, SIPPs, SSASs, Designated/Undesignated Client Accounts, Business Accounts.
Strong understanding of AML, KYC, and due diligence processes.
Proven experience in team leadership and workload management
Excellent attention to detail and risk awareness.
Strong verbal and written communication skills.
Comfortable working with policies, controls, and regulatory frameworks.
AND FOR YOU:
27 days holiday day off for birthday and volunteering days
Pension scheme
Life insurance
Healthcare benefits
Employee feedback forum
Discount on retailers
Mental health first aiders
Social events