Savings Operation Support Apprentice

Summary

An 18-month L3 Business Administration Apprenticeship working in the Savings Team. We are offering an apprenticeship to join a well-established team within the bank, where the apprentice will have the opportunity to learn about Savings Operations and have the potential to progress to Savings Administrator.

Wage

£22,984 a year

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Salary between £22,984.00 - £24,960.00. Salary sacrifice pension with matching contributions, Perkbox discounts, life assurance, 32 hour working week.

Training course

Business administrator (level 3)

Hours

32 hour working week across 5 days Monday to Friday (to include one day every other week for day release at MKC).

32 hours a week

Start date

Tuesday 2 September 2025

Duration

1 year 6 months

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

Customer handling:

Ensure that saver account requests are promptly received & actioned & general enquiries responded to in a timely manner by telephone, letter or email.

Ensure compliance with Data Protection rules and regulations to maintain client confidentiality. Operate within the Conduct Risk framework, adhering to principles of Consumer Duty to deliver good outcomes for savers.

Main point of contact for incoming telephone calls and emails, responding or re-routing them as appropriate.

Open and log daily incoming post and distribute quickly; frank outgoing post, including the banking of cheques.

Deposit accounts:

Process account maturities, closures or withdrawals & assist with maintaining appropriate audit records.

Process deposit account credits received by cheque or electronic payment.

Support with the opening of new account applications received via online origination platform.

Process postal applications on Aurius (core banking platform), electronically scan account forms, ensuring a clear audit trail and transactions are compliant with the Bank’s policies & a right first-time culture is achieved.

Banking:

Enter deposit data into Aurius, conducting account reconciliations & investigating unusual items; generate accurate reports from the banking system & bespoke databases.

Deposit Bank’s cheques daily & ensure that records of transactions are recorded accurately.

Monitor your daily work volumes and prioritise tasks to ensure the departmental service level agreement is met.

General Operations:

Ad hoc office administration including filing, scanning, cleansing data and data entry.

Prepare and issue mail merges via email or postal means.

Off-the-job training related to the above tasks.

Where you'll work

FOSSE HOUSE
182 HIGH STREET
TONBRIDGE
TN9 1BE

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

MID-KENT COLLEGE

Your training course

Business administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.

Your training plan

This training plan has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

Requirements

Essential qualifications

GCSE in:

X 5 to include English, Maths (grade A*-C/9-4)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Problem solving skills
Administrative skills
Number skills
Analytical skills
Logical
Team working
Initiative
Non judgemental
Good telephone skills

About this company

Established in 2002, we are a trusted partner for social sector organisations and people who want to make the world a better place. Charity Bank is the savings and loan bank with a mission to use money for good. We use money our savers entrust to us to make loans to charities, social enterprises and organisations with charitable purposes across the UK.

https://www.charitybank.org/ (opens in new tab)

Disability Confident

A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.

You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.

After this apprenticeship

To become a Savings Administrator.

Ask a question

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