Savings Operation Support Apprentice

Customer handling:

Ensure that saver account requests are promptly received & actioned & general enquiries responded to in a timely manner by telephone, letter or email.

Ensure compliance with Data Protection rules and regulations to maintain client confidentiality. Operate within the Conduct Risk framework, adhering to principles of Consumer Duty to deliver good outcomes for savers.

Main point of contact for incoming telephone calls and emails, responding or re-routing them as appropriate.

Open and log daily incoming post and distribute quickly; frank outgoing post, including the banking of cheques.

Deposit accounts:

Process account maturities, closures or withdrawals & assist with maintaining appropriate audit records.

Process deposit account credits received by cheque or electronic payment.

Support with the opening of new account applications received via online origination platform.

Process postal applications on Aurius (core banking platform), electronically scan account forms, ensuring a clear audit trail and transactions are compliant with the Bank’s policies & a right first-time culture is achieved.

Banking:

Enter deposit data into Aurius, conducting account reconciliations & investigating unusual items; generate accurate reports from the banking system & bespoke databases.

Deposit Bank’s cheques daily & ensure that records of transactions are recorded accurately.

Monitor your daily work volumes and prioritise tasks to ensure the departmental service level agreement is met.

General Operations:

Ad hoc office administration including filing, scanning, cleansing data and data entry.

Prepare and issue mail merges via email or postal means.

Off-the-job training related to the above tasks.

Training Outcome:

To become a Savings Administrator.

Employer Description:
Established in 2002, we are a trusted partner for social sector organisations and people who want to make the world a better place. Charity Bank is the savings and loan bank with a mission to use money for good. We use money our savers entrust to us to make loans to charities, social enterprises and organisations with charitable purposes across the UK.

Working Hours :
32 hour working week across 5 days Monday to Friday (to include one day every other week for day release at MKC).

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Good telephone skills