About Company
TSB Bank is a unique force in British banking, committed to helping local communities thrive. With a distinct focus on building strong relationships with our customers, we pride ourselves on being a bank that serves its community, not just its shareholders. Our Anniesland branch is a cornerstone of the local community, providing essential banking services and financial guidance to individuals and businesses alike. We believe in creating a supportive and inclusive environment for our colleagues, where everyone has the opportunity to learn, grow, and make a real difference to the lives of our customers. Joining TSB means becoming part of a team dedicated to responsible banking, fostering financial well-being, and contributing to a bank that truly puts people first. We are passionate about giving back and actively participate in local initiatives, reinforcing our commitment to the areas we serve.
Job Description
Are you passionate about helping people and eager to kickstart a rewarding career in the dynamic financial services sector? TSB Bank in Anniesland is looking for a proactive and customer-focused individual to join our vibrant team as a Customer Relationship Assistant – Finance. In this crucial role, you will be the friendly face and knowledgeable guide for our valued customers, assisting them with a wide range of financial enquiries and transactions, both in person at our bustling branch and over the phone. Your day will involve everything from helping customers manage their accounts, setting up new services, resolving complex queries, to proactively identifying opportunities where TSB’s diverse range of products and services can genuinely improve their financial well-being and meet their aspirations.
You’ll play a pivotal role in building lasting relationships, understanding individual customer needs, and connecting them with the right solutions that truly benefit their financial journey. This isn’t just about processing transactions; it’s about making a tangible difference in our customers’ lives, providing personalized support and advice, and ensuring every interaction leaves them feeling valued, understood, and confident in their banking choices. You will also be responsible for ensuring all activities adhere strictly to TSB’s high standards of compliance, regulatory requirements, and internal policies, maintaining the utmost confidentiality and accuracy in all customer dealings. Integrity and trust are paramount in banking, and you will uphold these values daily.
You will work closely with our experienced financial advisors and seasoned branch colleagues, gaining invaluable insight into the day-to-day operations of a high-street bank. This position offers an excellent opportunity to develop your financial knowledge, enhance your customer service skills, and lay a solid foundation for a long-term career within TSB, with clear potential pathways into advisory, specialised financial roles, or branch management. We are looking for someone who thrives in a dynamic and fast-paced environment, possesses exceptional interpersonal and communication skills, a keen eye for detail, and a genuine desire to go above and beyond for our customers. If you are a natural problem-solver, highly organised, eager to learn, and passionate about contributing to a team that prioritises community, integrity, and unparalleled customer satisfaction, then we strongly encourage you to apply. Join us at TSB Anniesland and help us make banking better for everyone.
Key Responsibilities
- Serve as the primary point of contact for customer enquiries, providing friendly and efficient service.
- Assist customers with account management, transactions, and the setup of new banking services.
- Identify customer needs and effectively cross-refer appropriate financial products or services to colleagues.
- Handle cash and process payments accurately, adhering to all security and regulatory procedures.
- Resolve customer complaints and issues with professionalism and empathy, escalating when necessary.
- Maintain up-to-date knowledge of TSB products, services, and compliance requirements.
- Ensure all customer interactions and transactions are accurately recorded and follow data protection guidelines.
Required Skills
- Minimum of 1 year experience in a customer service role, preferably within a fast-paced environment.
- Excellent verbal and written communication skills.
- Strong interpersonal skills with a genuine desire to help others.
- Proficiency in basic computer applications (e.g., Microsoft Office Suite).
- High level of accuracy and attention to detail.
- Ability to work effectively both independently and as part of a team.
- Proven ability to handle confidential information with discretion.
Preferred Qualifications
- Previous experience in banking, financial services, or a regulated industry.
- A formal qualification in finance, business, or a related field.
- Experience with CRM systems and banking software.
- Understanding of financial regulations and compliance.
Perks & Benefits
- Competitive salary and performance-based bonuses.
- Generous holiday allowance, increasing with service.
- Comprehensive pension scheme with employer contributions.
- Access to a range of TSB products at preferential rates.
- Life assurance and income protection.
- Extensive training and development opportunities for career progression.
- Employee assistance program and wellbeing support.
- A collaborative and supportive work environment.
How to Apply
To apply for this exciting opportunity, please click on the application link below. You will be redirected to the TSB Bank careers portal where you can submit your CV and a covering letter detailing your suitability for the role. Please ensure your application highlights your customer service experience and your interest in the financial sector. We look forward to receiving your application!