Client Onboarding Executive
2 weeks ago
Hours:
The role of Client Onboarding Executive is a permanent full time position (35 hours per week) with the expectation of being based in the vibrant and collaborative working space in Head Office in Skipton, North Yorkshire.
Closing Date:
Tue, 25 Jun 2024
Do you have an enthusiastic approach and a positive "Can Do" attitude?
Are you a determined, resilient and a confident communicator?
Are you able to prioritise and manage workloads against deadlines and enjoy being a part of a dedicated and dynamic team - if yes, then this fantastic opportunity could be for you
Skipton Business Finance are looking for someone who is passionate about delivering an outstanding service, is great at building relationships and has a passion to learn as the company grows and expands. Invoice Finance experience advantageous but isn’t necessary as full training is provided including mandatory undertaking of the UK Finance Foundation exam.
Who We Are
Skipton Business Finance, part of the Skipton Group, have been helping UK SMEs fulfil their aspirations for over 20 years by providing working capital solutions that support their ambitious growth plans.
With a rich history rooted in reliability and innovate, we leverage our expertise to offer a diverse range of financial products, including invoice finance. Our commitment to understanding the unique needs of each client enables us as a team to deliver personalised and responsive services, fostering long-term partnerships built on trust and mutual success.
At Skipton Business Finance, we strive to be more than just a financial provider. We aim to be a strategic ally, guiding businesses towards sustainable growth and prosperity. Join our team as we navigate the dynamic landscape of business finance together.
What’s In It For You
The role of Client Onboarding Executive is a permanent full time position (35 hours per week) with the expectation of being based in the vibrant and collaborative working space in Head Office in Skipton, North Yorkshire.
We have a range of other benefits available to you including- 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days.- Holiday trading scheme allowing the ability to buy and sell additional annual leave days.- Matching employer pension contribution (up to 10% per annum).- A commitment to training and development.- Private medical insurance for all our colleagues.- Colleague Mortgage (conditions apply).- Diverse and inclusive colleague networks available for you to join including our Carers and Pride Alliance groups.- We care about your health and wellbeing - we provide a range of benefits that support this including cycle to work initiative and discounted gym membership.
What Will You Be Doing- Optimise the speed of client onboarding through precise data analysis clear process planning.- Ensure SBF prospects receive an excellent onboarding experience.- Support the Regional Sales Directors (RSD’s) and be the communication link between sales and operations.- Review and agree time critical conditions to ensure completion dates are met.
- Primary Duties_- To assist the client take on process - ensuring all client accounts are set up accurately and within sanctioned parameters.- To ensure that online proposal forms are dealt with, and personal/business searches are conducted in a timely fashion.- Having the ability to spot anomalies and call them out.- To ensure legal documents are raised diligently as per the sanctioned Credit Committee Minute and executed to deal completion timelines.- To develop and maintain good relationships within Sales and Operations and be the conduit between the departments to ensure the client onboarding journey is seamless.- When required to assist Account Execs with setting clients up on the core system and to complete any client onboarding checklists including some technical pre-commencement condition analysis.- To be a supportive and participative team member ensuring that the duties of team members are effectively carried out in their absence.- Liaise with key business introducers who may have influence in certain transactions- Key contributor to the strategic growth of the Onboarding Team.
What Do We Need From You?- A meticulous attention to detail, working with accuracy with a range of information.- Adaptability and the ability to process several tasks concurrently whilst working to deadlines.- An inquisitive nature as you will need to gather information from various sources.- An excellent knowledge of Excel including the ability to create and populate spreadsheets.- Excellent levels of communication skills as you will be liaising with clients and internal stakeholders of all levels.
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