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Savings officer

Chester
Posted: 23h ago
Offer description

About the Role - Savings As a Savings & Onboarding Officer within our Account Management team, you will be responsible for providing a swift onboarding of personal and business customers together with allocating payments to account and managing customer queries and tasks involving more intricate processes, for example Business Onboarding, POA & Deceased. The Savings team is responsible for account opening/onboarding, reviewing customer due diligence, processing payments in and out, supporting customers in managing maturity instructions and any general queries they may have regarding existing accounts, new applications or information on product/rates we have availabl e. As a bank, proud to service our customers we must, treat customers fairly in all that we do. Ensure that all savings team procedures are followed and adhered to. We’re a huge fan of team work Do you collaborate with colleagues to ensure customer queries and issues are resolved and communicated quickly? Are you comfortable in working to SLA’s? Do you believe in sharing best practice with your colleagues and communicating this along with any ideas for improve ment? Essential Skills / Expe rience 2 years customer services experience, preferably in a financial services envir onment. Clear and concise communication skills via telephone, webchat an d email. Good numerica l skills. Demonstrable experience of adhering to SLA’s, policies and processes. Desirable Skills / Experience Experience of working within a savings team within a bank, building society or financial servi ces company. Knowledge of customer due diligence within the financial ser vices sector. Agricultural knowledge or background wou ld be welcome. Reliable, honest and can contribute to create a th riving culture. A passion for delivering outstanding c ustomer service. Desire to continually dev elop and improve. Experience of working with vul nerable customers. Knowledge of regulatory policies within the financ ial services sector Technical skills, able to use a variety of systems Able to work in a fast-paced environment whe re change is embraced Kee n attention to detail. Alongside this we can offer you: A very competitive salary with an exc ellent benefits package. 25 days holiday, plus 8 days bank holiday (this increases with service). Ox bury Award (Bonus scheme). Free Personal T raining session every week. Private Medical Healthcare. E mployee Assista nce Programme. Life Insurance. Enha nced maternity/paternity leave. Employee referral scheme.

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