Savings Administrator

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

£30,000 - £32,000 per annum

Tonbridge

Office Based - Working a 5 day week within a 4 day working week pattern. (32hours, 8 hours a day, 4 days a week with one day off in the week)

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

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.

Key Responsibilities:

Customer Handling:

• 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

Deposit Accounts:

• 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.

Banking Operations:

• 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.

General Operations:

• 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
• Excellent communication skills, both verbal and written, with good knowledge of MS Office; Outlook, Word, Excel

Apply now to be part of our clients dedicated Savings dedicated team, where your efforts will help us continue to support savers and make a real difference in the charity sector.

Application Process:Please submit your CV online outlining your relevant experience and why you are passionate about this role.

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

Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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