Processing savings administration tasks including account opening, customer onboarding, ISA processing, maturity and end-of-term activities, estate management and customer queries.
Managing ISA transfers and liaising with ISA plan managers to ensure transfers are completed within regulatory timeframes.
Handling customer enquiries through written correspondence and telephone contact where required.
Delivering excellent customer service and acting as a positive ambassador for the Castle Trust Bank brand.
Supporting process control reporting and operational oversight activities.
Reviewing and updating operational procedures to ensure they remain accurate and effective.
Ensuring compliance with regulatory requirements including BCOBS, GDPR, DISP and Treating Customers Fairly (TCF).

Significant experience working within an administration environment.
Excellent communication skills, both written and verbal.
A genuine passion for delivering outstanding customer service.
Strong attention to detail and a high level of accuracy.
A proactive approach to completing tasks and solving problems.
The ability to adapt positively to change and support continuous improvement initiatives.
Proven experience working within Financial Services.
Good working knowledge of Microsoft Office applications.

At Castle Trust Bank, we know that great customer experiences are built on efficient processes, attention to detail and exceptional service. Our Savings Operations team plays a vital role in supporting our customers throughout their savings journey, ensuring every account is managed accurately, compliantly and with care.

Competitive salary
Performance bonus (based on individual and company performance)
Generous contributory pension through Hargreaves Lansdown
Life Assurance
25 days' holiday + option to buy/sell 5 days
Additional paid volunteering day
Private healthcare through Equipsme (includes cash back for Dental and Optical treatment)
Free access to BHSF Rise EAP to support colleague health and wellbeing
Gym discounts
Season ticket travel loans (if applicable)
A supportive, inclusive culture where your work has real impact

2 Castle Trust Bank jobs in England & Wales