Client Services Executive - 12 Month FTC
Shawbrook Bank
Manchester
GBP 10,000 - 40,000
Job Responsibilities
* Working as part of a wider team supporting the growth of the business. Client Management, Risk, Portfolio Support, Audit to ensure a deep understanding of relationship status, risk ratings and any bespoke requirements.
* Tasks include (but not restricted to) inputting schedule soundings check, processing client payments within prescribed timescales in accordance with Shawbrook policy and operational mandates, answering internal and external telephone calls and monitoring team mailboxes.
* Inputting client data accurately into internal systems within deadlines to support with data management and month end reconciliation.
* Building highly effective relationships with Client Managers, Clients to ensure queries are dealt with in a timely and professional manner.
* Adhere to all Legal, Regulatory, Compliance and Business policies and procedures.
* Continually seek out opportunities to improve the operation and build efficiencies into processes to reduce manual workload.
* Own, investigate and resolve all Client enquiries regardless of complexity, providing excellent service via verbal and written forms of communications.
* Proactively engage other parts of the business to ensure complete understanding of risk and issues that are identified to minimise financial loss.
* Support Senior/Client Support Manager through providing accurate reporting on processes completed and variance to ensure individual / departmental MI is available to drive performance and forecasting.
* Completion of regulatory training courses within deadlines such as Data Protection Act, Money Laundering Regulations, Financial Crime and ensure full understanding and responsibilities are consistently applied.
* Continuously develop self in knowledge and day to day role taking on feedback and action whilst supporting others to do the same. Maintain Skills Matrix and adherence to Training and Competency Framework.
* Always act as a role model for the Shawbrook values and encourage others to do the same.
The Person
* Minimum of 1 year banking or financial services experience.
* Minimum of 1 year Customer Service experience.
* Preferred Sales Ledger Reconciliation knowledge.
* Credit Control useful but not essential.
* Possess a solid understanding of Invoice Discounting / Asset Based lending.
* Sound analytical and problem-solving skills.
* Ability to learn new skills as the business grows enabling us to meet service standards.
* Computer literate (good knowledge of MS Office suite – Excel, Word).
The Opportunity
Shawbrook provides finance to a wide range of customer segments that value the premium experience, flexibility and certainty we deliver. We are a purpose-led organisation, with a focus on delivering long-term sustainable value for all our stakeholders.
We have a diversified offering, with our innovative lending propositions tailored to meet specific customer needs in carefully selected markets across SME, Real Estate and Personal. Our products range from complex structured credit facilities for growth-focused businesses to mortgages for professional landlords and property investors, as well as simple loans for consumers delivered digitally. We fuel our lending through customer deposits, which we attract by delivering a premium experience, choice and consistently great value to smart savers.
The business model we have created is unique and difficult to replicate, with our ‘best of both’ approach combining deep human expertise with advanced digital, tech and data capabilities. This combination not only allows us to deliver excellent customer experiences, but to do so efficiently and at scale. We are proud of our innovative and agile culture, which drives consistently high employee engagement scores and makes Shawbrook an attractive destination for the best talent. If you’re willing to roll up your sleeves, contribute new ideas and believe anything is possible, you’re our kind of person.
Work with us because you:
* Want to be part of a bank built for the dynamics of the modern world.
* Relish a challenge and enjoy a fast-paced, innovative and hardworking culture.
* Enjoy finding new and better ways to solve complexity and make things happen.
* Want to belong to a diverse culture that stands shoulder to shoulder with minority and underrepresented groups.
* Care about society and the environment and want to be part of a business that cares too.
* Want to continue to grow professionally and be the best version of yourself.
Reward
Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include:
* Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment.
* Free access to Headspace, a mindfulness & meditation digital health app.
* Free access to Peppy digital health app that offers personalised support through fertility treatment, becoming a parent or menopause.
* EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health.
* Cycle to work scheme.
* Discounts on gym membership.
Your Lifestyle - It’s important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you’re enjoying your leisure time.
* Minimum of 27 days holiday per year.
* Option to buy or sell holiday days through our flexi-holiday scheme.
* Discounts on gym membership nationwide.
* Access to discounts on a range of high street and online brands.
* Community support and charitable giving.
Your Contribution - We’re focused on rewarding those that go the extra mile in helping us achieve our goals.
* Participation in our annual discretionary bonus scheme designed to reward your contribution to our success.
* Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done.
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