Job Introduction
Within the Client Welcome Team, we are responsible for a wide range of anti money laundering and onboarding tasks. We follow the standards and procedures, ensuring we protect the bank and our customers by completing Know Your Customer checks and maintenance compliantly. We strive to continue playing our part in being the best bank for business and helping Britain prosper.
Job Title: Senior Customer Operations Assistant B
Hourly Payrate: £15.81
Provisional Start Date: Monday 22nd June 2026
Location: Teviot House Edinburgh
Hours: Full Time, 35 hours per week
Working Hours: Monday to Friday between 8am-6pm
Working Pattern: Our work style is hybrid, which involves spending at least two days per week, or 40% of your time in the office.
About this opportunity:
At Lloyds Banking Group, we strive to create an environment where our employees can excel and achieve their goals. A fantastic opportunity has emerged in the Client Welcome Team as a Customer Service Assistant. As we build and grow our business, we will continue to deliver on LBGs strategy and change at pace so that we can enhance the service we provide to our customers. We are growing our team to ensure we continue to deliver on customer and stakeholder demand. We are looking for a highly motivated individual with a growth mindset, who has the below skills and experience.
KEY CAPABILITIES, KNOWLEDGE, SKILLS AND EXPERIENCE
- Knowledge of Anti Money Laundering and Anti-Bribery
- Knowledge of other financial crime areas
- Ability to analyse customer information, ensuring it meets our standards and is processed compliantly
- Oral and Written Communication - Strong and clear communication skills
- Organisational Awareness – Knows how to get things done and gain commitment
- Stakeholder Management – Knows how to influence others to achieve objectives, working collaboratively to meet demanding turnaround times for our customers
- Ownership for your own learning and development
- Communicate effectively with demanding stakeholders/customers ensuring we deliver on expectations
- Ability to problem solve and support peers/stakeholders with complex cases
- Team player – Supporting and collaborating with peers to ensure success
- Takes responsibility for queries / issues through to resolution
- Confident in objective handling through to discussion and resolution
- Prioritise workloads and manage your own WIP effectively
- Time Management
Responsibilities
We have an exciting opportunity where we are setting up a new team of Customer Service Assistants. You will provide a customer centric approach, putting the customer at the heart of what we do. You will be passionate about ensuring stakeholders and customers get the right support when they need us, whether it's a simple response or supporting with more complex queries in relation to our customer records. You will be responsible for gathering information from relevant sources in order to create client records compliantly. You will have a sharp eye for attention to detail. Your communication skills will be key with an ability to communicate clearly and effectively to internal and external stakeholders.
- You will work with confidence and demonstrate the ability to stay on top of your caseload with effective WIP management and a real can-do attitude and commitment to delivering for our customers and stakeholders.
- You will be a catalyst by nature and identify continuous improvement opportunities to enhance our processes and be passionate about driving change.
- Ability to build stakeholder relationships to understand and meet customer expectations
- Be meticulous in your approach to information gathering from various resources whilst adhering to processes and procedures to ensure compliant outcomes.
- Enthusiastic with the desire to deliver excellent service, and support peers to ensure the team succeeds together.
Benefits:
- Location close to public transport links
- First-class support and training for all colleagues
- Opportunity for growth within the company
- Comprehensive training and ongoing support to ensure your success
- A vibrant and supportive team environment
- Opportunities to develop your skills in the financial services industry
- Weekly Pay
- Online payslips
- Dedicated aftercare team
- Annual leave allowance of 32 days per year
- Employee Assistance Programme
- Access to Able Futures
- Eyecare vouchers
- Access to Boost benefits such as discounted shopping vouchers, services, attraction tickets and more
- Smart Spending App
- Workplace Pension scheme
At our client's organisation, we are committed to fostering an inclusive and diverse workplace. We celebrate individuals from all backgrounds, cultures, and identities, and welcome applications from under-represented groups.
We are disability confident and can make reasonable adjustments to our recruitment processes upon request.
If you are excited about the opportunity to join our client's team as a Mortgage Consultant and make a difference in the lives of our customers, we want to hear from you. Apply now and take the next step in your career!
Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicity, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.