Member Relationship Assistant

3 weeks ago

Edinburgh, United Kingdom Scottish Building Society Full time

**Join our Team**

Scottish Building Society is a mutual building society, which means we are owned by and run for our members. Although you may not have heard about us, we are the oldest remaining building society in the world. We started life in 1848 as the Edinburgh Investment Company. We help people save and buy their first and subsequent homes throughout their lives. We are a dedicated team focused on growing the Society whilst not losing sight of our values.

At the Scottish Building Society, our people are our most important asset - we couldn’t offer such a personalised service without them. We are connected into the communities our colleagues live and work in, and we strive to have a workforce that is representative of our members.

We are keen to recruit talented individuals who are interested in joining a company in which they can really make a difference. Our culture is friendly, open and inclusive where we actively encourage everyone to bring themselves to work. If you choose to join our team, you’ll find a great workplace and opportunities to develop and grow. We are currently on an exciting transformative journey, which the successful applicant would be part of.

**The Opportunity**

Reporting to the Manager - Relationship Centres, a Member Relationship Assistant will deliver an exceptional personalised service, building relationships through regular contact and increasing awareness of our service offering to support growth and retention of existing members and acquisition of new members through online.

This role will be based onsite full time in our Edinburgh Relationship Centre.

**Key Responsibilities**

**Service**:

- Provision of excellent customer service by being the first point of contact and delivering an exceptional Front of House Experience.
- Actioning customer queries and requests.
- Building relationships and finding solutions.
- Process transactions including opening of new accounts, making sure all due diligence is followed in line with regulatory requirements.
- Efficient Inbound call answering to meet Society’s standards.
- Efficient Outbound calling to members as part of our Relationship strategy
- Continuous identification of service improvements both from own experience and from member feedback
- Being a Subject Matter Expert in those tasks aligned to each Centre of Excellence and support other colleagues with their knowledge.
- Accurate cash handling.
- Adherence to Relationship Centre security measures.
- Treat information with appropriate confidentiality and sensitivity.
- Actively promoting use of online service to members.
- Logging any customer complaints in line with the regulatory guidance and timescales and taking personal ownership for these and where required, forwarding to the relevant departments for investigation, proactive tracking of progress and relaying the outcome of the investigation to the customer and/or providing progress updates to the customer as appropriate.
- Account maintenance including transfers, cheque requests and Faster Payments, closing accounts and processing of Bond maturities.
- Power of attorney and deceased customers.
- Ensuring the relevant operating procedure manuals are reviewed in the first instance and updated as required and kept fit for purpose.

**Other**:

- General office duties.
- Dealing with incoming and outgoing mail
- Project work or testing as required.
- Participate in the training and mentoring of colleagues.
- Continuously develop and maintain your technical and professional knowledge and competence.
- This list is not exhaustive and the post holder is expected to carry out any other tasks that are required to fulfil the needs of the role. Management may add or subtract from the list of duties in order to meet the need of the business as they see fit and as per the terms and conditions of contract._

**Skills & Capabilities for the role**

**Qualifications**:

- Preferably educated to Higher Level or equivalent.

**Essential experience**:

- Face to face Customer Service experience in a Branch environment.
- Previous experience working with Microsoft Office programmes.

**Desired experience**:

- Working within a Financial Services organisation
- Tenured experience working within a Customer Service environment.

**Behaviours**:

- Responsibility
- Collaboration
- Integrity
- Respect
- Wellbeing

**Essential skills**:

- Accuracy and attention to detail.
- Ability to work effectively in a team environment.
- Excellent numeric abilities.
- Good listening skills.
- Good verbal and written communication skills.
- Customer service orientation.
- Problem solving.
- Honesty and integrity.
- This list is not exhaustive, management reserve the right to amend the requirements as they see fit to ensure the post holder’s ability to fulfil the needs of the role._

**PLEASE DO NOT APPLY FOR THIS ROLE UNLESS YOU HAVE RECENT DEMONSTRABLE AND RELEVANT EXPERIENCE.**

**Please visit our website and click 'Privacy Policy' at

  • Branch Relationship Assistant

    1 month ago

    Edinburgh, United Kingdom Scottish Building Society Full time

    Scottish Building Society is a mutual building society, which means we are owned by and run for our members. Although you may not have heard about us, we are the oldest remaining building society in the world. We started life in 1848 as the Edinburgh Investment Company. We help people save and buy their first and subsequent homes throughout their lives. We...

  • Retirement Relationship Consultant

    5 days ago

    Edinburgh, United Kingdom Marsh McLennan Companies Full time

    Description: Mercer Private Wealth – Edinburgh (Hybrid Working) At Mercer Private Wealth, we believe in leading by example and simplifying complex financial concepts to ensure our clients have a clear understanding of their options. With our expertise and approachability, we strive to provide exceptional service that exceeds expectations. We are...

  • Retirement Relationship Consultant

    5 days ago

    Edinburgh, Edinburgh, United Kingdom Mercer Full time

    Mercer Private Wealth – Edinburgh (Hybrid Working)At Mercer Private Wealth, we believe in leading by example and simplifying complex financial concepts to ensure our clients have a clear understanding of their options. With our expertise and approachability, we strive to provide exceptional service that exceeds expectations.We are recruiting for a...

  • Retirement Relationship Consultant

    5 days ago

    Edinburgh, United Kingdom Mercer Full time

    Mercer Private Wealth – Edinburgh (Hybrid Working)At Mercer Private Wealth, we believe in leading by example and simplifying complex financial concepts to ensure our clients have a clear understanding of their options. With our expertise and approachability, we strive to provide exceptional service that exceeds expectations.We are recruiting for a...

  • Event Team Member

    4 days ago

    Edinburgh, United Kingdom Hickory Full time

    **Job Title**: Event Team Member **Reports to**: Resource Department, Hospitality Managers & General Managers **The Role** As an award-winning Scottish business, Hickory has a reputation for delivering bold culinary leading-edge food & drink experiences in beautiful venues, with a focus on innovative & invigorating menus. If you love being at events...

  • Team Members

    1 month ago

    Edinburgh, United Kingdom Powerleague Full time

    **Looking for something different? Our transfer window is open** **Team members wanted at Powerleague** **Role Purpose** To create and deliver an exceptional customer experience by providing outstanding service and delivery, whilst maintaining high standards and encompassing our brand values. Working at Powerleague involves evening and weekend...

  • Landscaping Team Member

    7 hours ago

    Edinburgh, United Kingdom Lost Shore Surf Resort Full time

    **Join Our Team: Landscaping Team Member** **About Us: Lost Shore** is about bringing a world-first and world-beating surf resort to the outskirts of the capital. The largest inland wave pool in Europe, arriving next to Europe’s largest indoor climbing arena, is going to put Scotland on the map for all the right reasons! But it’s the range of other...

  • Client Relationship Manager

    5 days ago

    Edinburgh, United Kingdom Marsh McLennan Companies Full time

    Description: Client Relationship Manager – Mercer Marsh Benefits (MMB) - Bristol/Edinburgh or Manchester Mercer Marsh Benefits (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. MMB is a global leader in the...

  • Team Member

    2 days ago

    Edinburgh, United Kingdom EG Group Full time

    **Role**: KFC Team Member **Location**: Edinburgh, EH11 3DG **Hours**: Part-Time / Permanent **Hourly Rate**: £10.90 above 18 | £8.65 age 16-17 **Bonus Scheme**: Quarterly Bonus Incentive! **Company**: EG Group We are looking for friendly and dedicated Team Members who can provide outstanding customer service to join our welcoming KFC restaurant! As...

  • Team Member

    7 hours ago

    Edinburgh, United Kingdom Tortilla Full time

    Here at Tortilla, we are seeking to recruit a **Team Member** to join us in Edinburgh. You will join us on a permanent basis, with part-time and full-time opportunities available, and in return, you will receive a competitive rate of **£11.44** per hour paid every 2 weeks. **Benefits we can offer you as our Team Member**: - Free meals on shifts - Epic...

  • Team Member

    13 hours ago

    Edinburgh, United Kingdom Tortilla Full time

    Here at Tortilla, we are seeking to recruit a Team Member to join us in Edinburgh. You will join us on a permanent basis, with part-time and full-time opportunities available, and in return, you will receive a competitive rate of £11.44 per hour paid every 2 weeks.Benefits we can offer you as our Team Member:•             Free meals on...

  • Team Member

    14 hours ago

    Edinburgh, United Kingdom Tortilla Full time

    Here at Tortilla, we are seeking to recruit a Team Member to join us in Edinburgh. You will join us on a permanent basis, with part-time and full-time opportunities available, and in return, you will receive a competitive rate of £11.44 per hour paid every 2 weeks. Benefits we can offer you as our Team Member: •             Free meals on...

  • Commercial and Relationship Consultant

    4 days ago

    Edinburgh, United Kingdom Sanderson Recruitment Plc Full time

    Commercial and Relationship Consultant Who are Diligenta? Diligenta's vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do, and our aim is to transform our clients' operations. A business that has been described as 'home' by existing employees,...

  • Member Service Representative

    3 days ago

    Edinburgh, United Kingdom Capital Credit Union Full time

    The Member Service Advisor role is a critical position in the delivery of a range of quality services to our member/owners of the Credit Union. You will be on the front-line, providing excellent member care through a range of duties, primarily phone cover. - **Major Tasks/Job Activities**_ Under the direction of the Member Services Team Leader, the post...

  • Team Member

    3 days ago

    Edinburgh, United Kingdom Pizza Hut Restaurants UK Full time

    Job Reference pizzahut/TP/3303/21433 **Number of Positions**: - 1**Contract Type**: - Permanent**Contract Details**: - Monday to Sunday (Flexible)**Salary**: - up to £10.42 plus tips (pay rates differ dependent on age)**Working Hours**: - Mixture of shifts Monday to Sunday**Location**: - Hanover street Edinburgh**Closing Date**: - 02/06/2023**Job...

  • Team Member

    2 days ago

    Edinburgh, United Kingdom Pizza Hut Restaurants UK Full time

    Job Reference pizzahut/TP/3303/22470 **Number of Positions**: - 1**Contract Type**: - Permanent**Contract Details**: - Monday to Sunday (Flexible)**Salary**: - up to £10.42 plus tips (pay rates differ dependent on age)**Working Hours**: - Mixture of shifts Monday to Sunday**Location**: - Hanover Street, Edinburgh**Closing Date**: - 24/09/2023**Job...

  • Customer Team Member

    4 days ago

    Edinburgh, United Kingdom Co-op Full time

    Working pattern: 5 varied shifts over 7 days including early mornings (from 6am), afternoons and weekends, to be discussed at interview. Role will also include working in our in-store bakery Full, paid training provided You can apply for this role using your mobile device (no CV needed!) You must be aged 18 or over to be a customer team member at...

  • Team Member

    4 days ago

    Edinburgh, United Kingdom itsu Full time

    about us itsu are the leading Asian-inspired quick-service retail and grocery brand with over 80 restaurants across the UK, Belgium, and France, and a growing wholesale business across Europe and beyond. itsu's renowned delicious food made fresh in every restaurant, every day, has made itsu a top choice for healthy eating. In addition to itsu restaurants,...

  • Member Service Representative

    1 week ago

    Edinburgh, United Kingdom Capital Credit Union Full time

    The Member Service Advisor role is a critical position in the delivery of a range of quality services to our member/owners of the Credit Union. You will be on the front-line, providing excellent member care through a range of duties, primarily phone cover. - **Major Tasks/Job Activities**_ Under the direction of the Member Services Team Leader, the post...

  • Member Service Representative

    1 week ago

    Edinburgh, United Kingdom Capital Credit Union Full time

    The Member Service Advisor role is a critical position in the delivery of a range of quality services to our member/owners of the Credit Union. You will be on the front-line, providing excellent member care through a range of duties, primarily phone cover. - **Major Tasks/Job Activities**_ Under the direction of the Member Services Team Leader, the post...