Savings Assistant

**Location**:Leek, Staffordshire

Hybrid working with on average of 5 days per fortnight in our Head Office (Leek, Staffordshire) based on team rotation and the remaining time remotely. To commence after the completion of required training period.

**Employment type**:12 Month Fixed Term Contract.

**Salary**:£13,676

**Working hours**:21 hours per week worked over 3 days, Saturday mornings may be required on occasions

**Reports to**:Savings Team Leader

**The Organisation**

Leek Building Society is an award winning, highly admired, local mutual building society that is owned and trusted by its members. We were ranked in the **top 10 of UK employers in the Inspiring Workplaces Awards 2024**, and were on a mission to become even stronger.

Were a great place to work, with an exceptional culture in a recent staff survey, **97% of colleagues said that they were proud to work for Leek Building Society**. Weve been crowned as **Staffordshires Employer of the Year for 2023**, and have been recognised as having **the best approach to health & wellbeing in the UK** in the 2023 CIPD awards. Were also a socially responsible, inclusive employer, deeply committed to ensuring that everyone is supported to perform at their best.

Youll be joining the business at a fantastic time of growth, with a transformational investment in our systems, people and processes to put our customers at the heart of everything we do.

If youve got an eye for detail and fantastic customer service this could be just the opportunity for you

**Job Purpose & Scope**

To work as part of the Savings Department with responsibility for ensuring savings accounts, including digital accounts, are administered accurately, in a timely manner, are compliant and in line with the Societys policies/procedures and service level agreements. All activities must be delivered whilst offering exceptional levels of service to customers, other departments and branches over the telephone or through written correspondence.

**Duties and Key Responsibilities**
Breakdown of tasks to be completed under the main areas of work.

Main areas of work

Customer Service
- Deal accurately and efficiently with Savings enquiries from customers, other Society Departments, other financial services organisations, branches over the telephone and by correspondence, whether by post or electronically.
- To accurately process and administer Savings accounts in line with customer instructions and the Societys processes and policies.
- To co-ordinate and process mailings to customers in an accurate and timely manner.
- To keep abreast of changes in Savings accounts, procedures and regulation.
- To carry out any duties that may reasonably be required.
- To achieve individual objectives, supporting the achievement of Savings Department objectives and thereby contributing to the overall success of the Society.

Risk Management
- To adhere to the Societys policies and procedures at all times to mitigate risk.
- To Identify and report risk events in accordance with the Risk Management Policy.
- To comply with all Leek Building Society policies and regulatory requirements.
- To understand the importance of a risk culture as it applies to the Savings Assistant role.
Society Ambassador
- To embrace and work in line with the Societys core values.
- To work as part of a team providing flexibility where required.
- To be able to work on own initiative
- To be receptive of and willing to embrace change.
- To present a professional image at all times.

Society Ambassador
- Embrace and work in line with the Societys core values.
- Work as part of a team providing flexibility where required.
- Ability to work on own initiative
- Receptive of and willing to embrace change.
- Present a professional image at all times.

Self-development
- To take ownership of your own development by actively participating in 1-2-1s and Personal Development Reviews.
- To keep up to date with training requirements including e-learning and attending training courses where required.
- To carry out any other duties as may reasonably be required

**Person Specification**

**Qualifications & Knowledge**
- Knowledge of Word/Excel is desirable, but not essential.

**Experience**
- Experience of contributing effectively to a team.
- Experience of working in a customer service environment.
- Experience of working to challenging objectives is desirable but not essential.
- Previous experience of working in a financial services environment is desirable, but not essential.

**Skills & Abilities**
- Good level of numeracy and literacy skills.
- Excellent customer service skills.
- Organisational and time management skills.
- Ability to work effectively as part of a team and use own initiative.
- Ability to take a proactive approach to work.

**Other Requirements**
- Travel to other business locations when required
- Flexibility around working hours and Saturday mornings may be required on occasions
- A Basic DBS check will be undertak