Customer Services Assistant - Wetherby

Leeds Building Society; Wetherby; On-site; GBP 21,000 - 30,000; Full time

Benefits offered by this job

Annual bonus up to 12%

Matched pension up to 10%

26 days holiday plus bank holidays

Mortgage and Saver products

Job summary

Leeds Building Society in Wetherby is looking for a customer-focused assistant to support branch operations and help members with savings products.

You will open savings accounts, take follow-up and incoming calls about products, and perform daily admin tasks to keep customer records accurate. A proactive team player with good numeracy and strong service ethos will thrive here.

Qualifications

• Experience of working with customers delivering exceptional service.
• Strong attention to detail with numeracy for accurate cash transactions.
• Resilient and able to handle challenging customer situations.

Responsibilities

• Open savings accounts for customers.
• Make follow up calls and handle incoming calls to discuss products and services.
• Complete daily admin tasks including booking appointments, scanning, letters, and updating customer records.

Skills

Customer service

Attention to detail

Resilience

Result driven

Tools

Microsoft Office

Job description

How you'll help us live our purpose

We've been helping our members save for their future and buy their own home since 1875. Join us and you'll play a big role in helping us to put home ownership within reach of more people, generation after generation.

It's a purpose that drives everything we do. And you can play your part too – join our dedicated team in Wetherby branch and support you to give our members the great service we pride ourselves on, whatever they're saving for.

How you'll make a difference

You'll be a friendly face at Wetherby branch when our customers come into branch, assisting with all branches-based products and services. You will open savings accounts for those who are looking to invest for a fixed term or save for an important event. You'll make follow up calls and take incoming calls to customers to discuss available products and services. You will complete daily admin tasks such as booking appointments, scanning, letter writing, incoming post and ensuring that customer records are accurate and up to date.

What you'll bring to the role:

• Experience of working with customers delivering exceptional service
• Strong attention to detail with a good level of numeracy to conduct accurate cash transactions
• Resilient and able to handle challenging customer situations
• A passion and drive to achieve good customer outcomes
• Previous experience working with Microsoft Office or in-house computer packages

And in return, you'll get the best from us:

• An annual colleague bonus of up to 12%
• Matched pension contributions of up to 10%
• 26 days holiday, plus bank holidays and holiday purchase scheme of up to 5 days each year
• Colleague Mortgage and Saver products
• Electric vehicle scheme/ Cycle to Work scheme
• 2 days' volunteering per year

We'll give you a place to belong with the support to learn, develop and shape a meaningful career.

Why choose us?

Our business is centred around our people. Our colleagues are at the heart of everything we do, as shown by our Inclusive Employers Gold accreditation in 2023 and 2025. We're committed to equal opportunities regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

You'll be joining a truly purpose-focused culture which helped us win the Leading with Purpose award at the 2023 Business Culture Awards. This recognises how we've embedded our purpose with our colleagues, and the actions we've taken to put home ownership within reach of more people, generation after generation.

Visa Sponsorship

This role does not meet the eligibility criteria for sponsorship under the Skilled Worker visa route. Therefore, we are only able to consider applications from individuals who already have the right to work in the UK without employer sponsorship.

Leeds Building Society is devoted to creating a culture and workplace that is representative of the communities we serve. We're committed to supporting you to be at your best. While we aim to make all branches accessible, not all locations are currently accessible due to building constraints.