Client Services Executive

2 weeks ago

Salford, United Kingdom Shawbrook Bank Full time

**The Opportunity**

Shawbrook is a specialist bank driven by a purpose to power up ingenuity to create opportunity, every single day.

We offer a diverse range of savings and loan products. From personal and business savings accounts and loans for wedding and new cars, to complex financial credit facilities for businesses requiring significant investment and mortgages for landlords withmultiple properties - no two customers are ever the same.

We give our customers the best-of-both worlds; uniquely combining strong digital capabilities with human expertise and ingenuity to deliver the best outcomes. We rise to the challenge of a complex case or unconventional circumstances, and we love to makethings happen. By being creative, practical, and personal, we know we can always find the right solution for our customers.

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

**The Role & Responsibilities**

Reporting to the Customer Support Manager with responsibility for supporting various processing and analysis aspects of Invoice Discounting / Asset Based Lending with key responsibilities (including but not limited) the processing of payments, user set upsand password resets, soundings, schedules, telephone queries and mailbox monitoring Demonstrating excellent customer service and operational efficiency, ensuring compliance with all Shawbrook policies and procedures always.
- 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 monitoringteam 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, provide 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/Customer Support Manager through provide 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 encouraging others to do the same

**The Person**
- Strong experience within banking or financial services
- Experience within Customer Service essential
- 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)
- Conscientiousness
- Team player
- Attention to detail
- Meeting deadlines
- Self-confidence
- Customer service orientated

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