Customer Assistant - Banking Branch

Customer Assistant – Branch Network
Salary: £24,000
Location: Preston
Hours: Monday - Friday 8:45 am till 5 pm, plus Saturday work. This is normally around 1 Saturday per month

Outsource UK are recruiting on behalf of a leading financial services organisation for a Member Assistant to join their Branch Network team in Preston.
This is a customer-facing role ideal for someone who enjoys building relationships, delivering exceptional service, and supporting members with their savings, mortgage and digital banking needs. You’ll help create a welcoming and professional branch environment, ensuring every member receives a positive experience.
This is more than a transactional role — it’s about being a trusted point of contact, supporting the local community, and contributing to wider branch success.

Key Responsibilities

• Identify, assess and mitigate risks in line with internal risk frameworks and regulatory expectations
• Carry out all activities in line with company policies, procedures and conduct rules
• Ensure mandatory online training and refresher learning is completed and up to date
• Support delivery of annual objectives by meeting and exceeding individual goals
• Provide outstanding face-to-face customer service within the branch
• Promote and support digital services and platforms
• Engage with local community initiatives and events
• Understand and apply Consumer Duty principles to ensure positive member outcome
• Handle customer complaints in line with internal complaint procedures, escalating where appropriate
• Provide support across the wider branch network, including sickness and holiday cover when required

Key Skills & Experience

• Minimum of five GCSEs (or equivalent) including Maths and English at grade C/4 or above
• Excellent communication and interpersonal skills
• Strong attention to detail with a “right first time” mindset
• Confident working towards targets and supporting growth objectives
• Professional, proactive and customer-focused approach

Why Apply? This is a fantastic opportunity to join a supportive branch environment where customer care, professionalism, and community impact are central to the role.

 
Inclusion Statement:
  
Outsource UK is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. You'll receive fair consideration for your application regardless of your race, religion or belief, gender, gender identity or expression, sex, sexual orientation, disability, marriage and civil partnership, pregnancy and maternity, or age.

We’re proud Corporate Members of the Hidden Disabilities Sunflower. If you need any adjustments at any stage - from application to interview or in your new role - please let us know. We’re here to support you every step of the way.

We believe diversity of thought and background makes us stronger, and we welcome applications from people of all backgrounds and life experiences.