Grow with UTB

Hybrid / 8 hours between the times of 8.00am – 6.00pm Monday to Saturday, 5 days per week inclusive (one hour allowed each day for lunch break). Saturday working will occur twice per month.

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: 

• Provide exceptional customer service to our savers and prospective savers via telephone, email and secure message
• Collaborate with colleagues to ensure customer queries and issues are resolved and communicated quickly
• Continually develop your knowledge on UTB savings products and services so that you can assist savers with their queries
• Ensure all customer information is accurate and kept up to date
• Treat customers fairly in all that you do
• Report and log complaints, breakage requests and all regulatory tasks as required
• Complete rollovers, repayments, notice placements, change of detail and audits within agreed SLA
• Prepare and input ISA transfers in and out requests
• Support our customers through bereavement
• Complete your personal training and development plan in accordance with the documented milestones and timelines
• Ensure quality of work is to a high standard, any findings that have been identified are resolved in a timely manner
• Proactively propose initiatives which will improve customer service, efficiency and satisfaction which will help to lead to a reduction in the cost of acquisition of savers and the price paid for deposits relative to market

Skills and Experience Sought: 

• Excellent administrative skills
• Microsoft Office:  Word, Excel, Outlook
• Banking Systems (Including Online Banking)
• The ability to multitask, working on one work stream whilst also servicing customers via one of the Bank’s contact channels
• Ability to deal with high volumes of work
• Good organisational skills
• Excellent telephone manner
• Attention to detail

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 discretionary bonus scheme
• matched pension contributions up to 7%
• 26 days annual leave plus two wellbeing days and opportunity to purchase additional holiday
• flexible and hybrid working
• private medical insurance via Vitality
• life, income protection and critical illness insurance
• enhanced family leave pay
• extensive learning and personal development opportunities
• electric car scheme and cycle to work scheme
• season ticket loan
• wellbeing support – discounted gym membership, employee assistance programme, 24/7 private GP access for staff and their immediate family (online), 1:1 key life stage coaching

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

Click here to apply >