Savings Assistant - 12 Month Fixed Term Contract

Leek Building Society; West Midlands; Hybrid; GBP 23,000 - 28,000; Full time

Benefits offered by this job

7.5% employer pension contribution

26 days holiday + bank holidays

Holiday purchase and sale scheme

Free health screening

GP access 24/7 for you and family

Mental health support

Sick pay and family leave

Life assurance

Savings account bonus

Learning & development

Retail discounts

Onsite gym

Flexible and hybrid working

Job summary

Leek Building Society is seeking a careful and customer-focused Savings Assistant on a 12-month fixed-term contract. You will support savings activities, respond to inquiries, process account instructions, and maintain accurate records.

The role is 35 hours per week, hybrid with at least two days in the office, and offers a comprehensive benefits package. Working with branch and central teams, you will help ensure accurate, compliant processing and opportunities to improve processes, delivering

Qualifications

• Experience in customer service, administration or operational support.
• Strong attention to detail with accurate record-keeping.
• Good numeracy, written communication and organisational skills.
• Confidence using Microsoft Office (Outlook, Word, Excel).
• Professional communication with customers and colleagues.
• Collaborative approach with ownership to resolve routine issues.
• Understanding of confidentiality and compliance for positive outcomes.
• Willingness to participate in Saturday rota during peak periods.

Responsibilities

• Respond to savings enquiries by telephone, correspondence or digital channels.
• Process and administer savings accounts per customer instructions and procedures.
• Coordinate customer mailings within service standards.
• Review savings documentation for accuracy and compliance with procedures.
• Collaborate with branches to resolve issues and prevent recurring errors.
• Maintain accurate customer and account records across systems.
• Keep knowledge of savings products and regulations up to date.
• Identify opportunities to improve processes and customer outcomes.
• Support achievement of team objectives and escalate risks when needed.
• Take ownership and contribute to team success.

Skills

Customer service

Administration

Attention to detail

Numeracy

Microsoft Office

Professional communication

Saturday rota

Teamwork

Confidentiality

Tools

CRM systems

Excel

Job description

£25,173 per annum

Leek, St Edward Street

Hybrid/Flexible Working | Minimum 2 Days per Week in the Office

Full Time | 35 Hours per Week | 12-Month Fixed-Term Contract

The Organisation

At Leek Building Society, we pride ourselves on being a force for good. We exist to help our communities grow, so they can do great things today and even better things tomorrow.

Our colleagues are one of the communities we support. That's why we've created an inclusive, engaging workplace where people have the freedom to be themselves, develop their skills and build rewarding careers.

We're proud to be recognised as a Great Place to Work, based on feedback from our colleagues, and equally proud to have been recognised externally, winning Best Building Society and Best Specialist Mortgage Provider at the 2026 British Bank Awards.

As a mutual organisation, our members are at the heart of everything we do, and every colleague plays an important role in helping us deliver outstanding service to our customers and communities.

Why Join Us?

We believe great people deserve great benefits. That's why we offer:

• 35-hour working week
• 7.5% employer pension contribution
• Minimum 26 days' holiday plus bank holidays
• Holiday purchase and sale scheme
• Free health screening
• 24/7 GP access for you and your close family
• Comprehensive mental health support, including counselling and Mental Health First Aiders
• Enhanced sick pay and family leave from day one
• Up to 6 months' guaranteed sick pay for major illnesses
• Life assurance worth four times your annual salary
• Workplace savings account with a £100 bonus for regular savers
• Continuous learning and development opportunities
• Retail discounts and salary sacrifice schemes
• Onsite gym at our Head Office
• Flexible and hybrid working opportunities

The Opportunity

We're looking for an organised and customer-focused Savings Assistant to join our Savings team on a 12-month fixed-term contract.

You’ll provide efficient and accurate operational support for savings activities across the Society. This will include responding to enquiries, processing savings account instructions, checking documentation and maintaining accurate customer and account records.

Working collaboratively with branch and central teams, you’ll help deliver a positive customer experience while ensuring that savings processes are completed accurately and in accordance with regulatory and procedural requirements. You’ll also have opportunities to identify improvements that strengthen our processes, service standards and customer outcomes.

What You’ll Be Doing

• Responding accurately and efficiently to savings enquiries from customers, colleagues and third parties by telephone, correspondence and digital channels
• Processing and administering savings accounts in accordance with customer instructions, Society procedures and regulatory requirements
• Coordinating customer mailings accurately and within agreed service standards
• Reviewing savings documentation to ensure it is accurate, complete and compliant with the Society's procedures
• Working with branch colleagues to resolve documentation issues and help prevent recurring errors
• Maintaining accurate customer and account records across relevant systems
• Keeping your knowledge of savings products, processes, procedures and regulations up to date
• Identifying opportunities to improve processes, customer outcomes and operational efficiency
• Supporting the achievement of individual, team and departmental objectives
• Identifying and escalating risks, incidents and control weaknesses appropriately
• Taking ownership of your responsibilities and contributing positively to the success of the wider team

What We’re Looking For

Essential

• Experience in customer service, administration or operational support
• Strong attention to detail, with experience accurately processing information and maintaining records
• Good numeracy, written communication and organisational skills
• Confidence using Microsoft Office, including Outlook, Word and Excel
• The ability to communicate professionally with customers and colleagues
• A collaborative approach, with the ability to take ownership and resolve routine issues
• An understanding of confidentiality, compliance and the importance of delivering positive customer outcomes
• Willingness to participate in the department's Saturday rota and provide reasonable support during peak periods

Desirable

• Experience within financial services, savings administration or another regulated environment
• Knowledge of savings products, Anti-Money Laundering and Data Protection requirements
• Experience using customer administration or account management systems
• Experience identifying or supporting process improvements
• Intermediate Excel skills

We welcome applications from candidates who can demonstrate strong transferable customer service or administrative experience, even if they haven't previously worked in financial services.

Inclusion

We are committed to creating an inclusive workplace where everyone feels respected, valued and able to succeed. We welcome applications from people of all backgrounds, experiences and communities and will provide reasonable adjustments throughout the recruitment process where required.

Pre-Employment Checks

As a regulated financial services organisation, all offers of employment are subject to satisfactory pre-employment screening.

Depending on the role, this may include:

• References
• Right to work verification
• Basic Disclosure and Barring Service (DBS) check
• Adverse credit check
• Financial sanctions screening
• Verification of qualifications and professional memberships, where applicable

Any offer of employment will be conditional upon the successful completion of the relevant checks.

Application Guidance

As a regulated financial services organisation, honesty and integrity are important to us. We recognise that candidates may use technology, including AI tools, to support the preparation of their application. However, all information submitted must be accurate and genuinely reflect your own skills, knowledge and experience. We may explore application content further during the recruitment process to verify and better understand the examples provided.

Interested in Finding Out More?

A full Job Description and Person Specification are available on our careers website. We encourage applicants to review these documents before applying.

If you require any reasonable adjustments as part of the recruitment process, please let us know and we'll be happy to discuss how we can support you.

Join an award-winning building society where people matter, communities matter, and your career can thrive.