Grow with UTB

Role Purpose: 

The administration of the deposit base of the bank through the lifecycle of a customer across all customer types; personal, business, ISA’s and charities whilst offering exceptional service whilst living our company values.

Responsibilities: 

• Responsible for day to day administration of the deposit base of the Bank which includes:

On boarding new customers by setting up the customer and account records ensuring initial and ongoing Due Diligence is carried out

Taking of new deposits both fixed and notice accounts, rollovers and repayments Bereavement services

Keeping customers records up to date at all times

Provide an excellent level of customer service across all of our channels; Phone, Email, Secure Message & Letter writing

• • The ability to multitask, working on one work stream whilst also servicing customers via one of the Bank’s contact channels
  • Demonstrate sound understanding of the Bank’s products and services; articulating these to your customer in an engaging and confident manner.
  • Inputting of daily transactions into the banking system
  • Preparing and inputting daily transfers and payments
  • Ad hoc work as required, both in relation to the duties mentioned above and otherwise

Skills and Experience Sought: 

• Customer on boarding experience including KYC
• Call / Contact Centre, Online Customer support
• Ability to deal with high volumes of work
• A strong understanding of the end to end process of an ISA journey, between ceding and acquiring parties
• ISA administration knowledge
• PSW – BACS payment system understanding
• TISA (The Investing and Saving Alliance) UK knowledge
• Excellent administrative skill
• Microsoft Office:  Word, Excel, Outlook
• Banking Systems (Including Online Banking)

UTB is a dynamic and expanding specialist bank that provides solutions to our customers and brokers, which help them achieve their ambitions. Recognised as being one of the most dependable and well-respected Specialist Banks in the UK, we were delighted to see our balance sheet exceed the £2bn mark in 2022.

Exceptional customer service and the ability to provide rewarding deposits accounts and flexible lending solutions have helped us to develop productive and enduring relationships with our customers. We understand that their success is our success and that the quality of our people and teams, is key to delivering special outcomes for them.

We also understand that the performance of our people is directly linked to the culture in which they work. There is a strong sense of community at UTB and as well as promoting a clear set of internal values, and providing a wealth of facilities for training, personal development, and team building, we run a busy and varied calendar of engagement and social activity. Typical recent examples include: Pizza Lunch Days and Coffee Catch-ups; London Marathon and Sahara Challenge Sponsorships; Success Sharing and Value Awards; and Awesome Autumn social events ranging from Theatre Trips, Cocktail Mixology, and Cookery Classes, to Go-karting, Mini Golf and Clay pigeon shooting.

• Competitive Salary and Bonus package
• 26 Days Holiday
• 2 Wellbeing Days
• Contributory Pension
• Life Insurance / Income Protection / Critical Illness cover
• Private Medical Insurance
• Season Ticket Loans
• Excellent career development opportunities and where appropriate sponsorship of a relevant qualification

Thank you for your interest in our current vacancy. Please click the link below to complete your online application.

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