Skip to main content

Apprentice Customer Solutions Assistant

About Us

It is our desire to lead the way in understanding and supporting members and communities by delivering financial wellbeing for life.  We want to play a tangible role in improving financial wellbeing, driven by the needs of our members and community. 

Overview of the Role

We are recruiting for a systematic and organised individual to join our Customer Solutions Team as an Apprentice Customer Solutions Assistant.
Our Apprentice will be part of an exciting 18 month Apprenticeship programme, working as a Customer Solutions Assistant while gaining a customer service related qualification, in addition to earning a competitive salary along with our company Rewards & Benefits. 

Our successful Customer Solutions Assistant will be responsible for providing a high level of support by processing key funds within member accounts; including the movement of funds and ISA transfers. Our Customer Solution Assistants are skilled with accurate data input and possess a ‘right first time’ attitude.

This role is an excellent opportunity for a logical and methodical individual with exceptional written communication. Within this role you’re truly able to make a difference and add value to the team and our members.

Initial induction and ongoing training is provided with internal development opportunities available to all.

Key Responsibilities


  • To ensure that all customers enquiries are dealt with professionally and promptly
  • Promote the benefits of savings reviews to customers through proactive conversations
  • Carry out transactions for customers with online savings accounts 
  • Ensure compliance actions are completed within appropriate timescales
  • Respond to all enquiries, including savings, mortgages and general enquiries, received through the team and directing them to the appropriate person as necessary
  • Make outbound calls to customers to include retention of business, service calls and sales calls
  • Meet individual service standards as determined by the Society
  • Handle administration tasks relating to customer requests and the needs of the Society
  • Make referrals to our third party partners where relevant

In return, we can offer you a starting salary up to £12,000 along with paying for your qualification and our exceptional rewards and benefits package. 

This is a full time role; working 35 hours per week, Monday – Friday.  

If you feel that you embody our Society values and have the appropriate level of experience then we would love to hear from you.

Apply for this role
One file only.
25 MB limit.
Allowed types: txt, rtf, pdf, doc, docx, odt.
One file only.
25 MB limit.
Allowed types: txt, rtf, pdf, doc, docx, odt.