Building Society Clerk - Seaton office
We’re Westcotts – a Top 50 Accountancy Practice with around 300 team members based across 16 offices in Devon and Somerset.
We’re looking for a Building Society Clerk to join our Yorkshire Building Society Agency in our Seaton office on a permanent, full-time basis.
This is a varied role combining customer service, administration, and financial transactions, and would suit someone who enjoys working with people while also taking pride in being organised and accurate.
You’ll be an important point of contact for our customers, helping them with their day-to-day building society needs, supporting them with digital services, and ensuring transactions and administration are completed accurately and in line with the required procedures.
Full training will be provided, making this a great opportunity for someone with strong customer service experience who is looking to develop their skills within a professional and supportive environment.
Why Westcotts?
At Westcotts, we believe our people are our greatest asset. When you join us, you’ll become part of a friendly and supportive team where your contribution is genuinely valued.
You’ll benefit from:
- A varied role combining customer service, administration, and financial responsibilities
- Full training and support to help you develop confidence in the role
- A friendly and professional working environment
- The opportunity to build strong relationships with customers and become an important part of the local community
Main Duties
This is a varied and customer-facing role where you’ll support both our customers and the smooth running of the Seaton office. Your responsibilities will include:
- Managing customer deposits, withdrawals, account openings, and other transactions as part of our cashier service
- Providing friendly and helpful support to customers, including assisting them to navigate online platforms and resolving digital queries
- Answering telephone calls, taking accurate messages, and ensuring enquiries are directed to the appropriate person
- Completing administration in accordance with Yorkshire Building Society procedures, regulatory requirements, and business processes
- Opening and closing the office and helping to ensure reception areas and meeting rooms are clean, welcoming, and well presented
- Welcoming and assisting customers, visitors, and contractors and providing a professional and friendly reception service
- Supporting the wider team with general office administration and other duties as required
This list summarises the main duties of the role but is not exhaustive — you may be asked to support with additional tasks and projects at a similar level as required.
Attributes, Skills, Experience and Qualifications
We’re looking for someone who is confident, approachable, and genuinely enjoys helping people. Ideally, you’ll have:
- Previous customer service experience, particularly in a front-line or face-to-face environment
- A friendly, patient, and approachable manner, with the ability to support customers with a wide range of needs
- A financial services background would be advantageous
- Good numerical skills, with GCSE Mathematics or equivalent at Grade 4/5/C or above
- Previous experience handling money would be advantageous, although full training will be provided
- Good general IT skills and confidence using digital systems, with the ability to learn new technology quickly
- Excellent written and verbal communication skills, including the ability to communicate clearly and patiently with customers who may have additional communication needs
- Strong organisational skills, with the ability to manage multiple tasks and priorities
- A flexible and adaptable approach, with the ability to work independently as well as part of a team
- A discreet, professional, and team-oriented approach
- A positive attitude and a genuine commitment to providing exceptional customer service
Terms / Benefits
- This role is currently 36.25 hours per week Monday through to Friday. However, theoretically, the YBS may one day change our contractual terms so that we become required to open on Saturdays; although we have been given no reason to believe that this is currently planned. In such circumstances, there is the potential that this role may need to include Saturday mornings on a rota basis.
- To be based in-person in our Seaton office. The office opening hours are 8.50am-5.05pm with 1 hour for lunch
- 20 days annual leave plus bank holidays pro-rata (increasing to 25 days plus bank holidays after 3 years’ service) with the option to buy or sell one week’s holiday at the discretion of the line partner.
- Death in service 3 x annual salary
- Access to Westfield Rewards and Health scheme
- 24-hour external Employee Assistance Programme helpline
- Introducing clients and staff commission schemes
- Pension 3% rising to 4% (but matched up to 6%) after 4 years’ service
- Flexible benefits including private medical insurance, cycle to work and payroll charity giving.
How to apply
To apply for this position, please upload your CV along with a covering letter providing information on why you feel you would be suitable for the role in particular in regards to the desired attributes, skills, experience and qualifications. Please also state your current salary (if applicable), salary expectations and available start date.
Pay: £25,354.00 per year
Benefits:
- Additional leave
- Bereavement leave
- Company events
- Company pension
- Cycle to work scheme
- Enhanced maternity leave
- Enhanced paternity leave
- Free flu jabs
- Health & wellbeing programme
- Life insurance
- Referral programme
- Sabbatical
- Sick pay
Work authorisation:
- United Kingdom (required)
Work Location: In person
