Client Relationship Executive

4 weeks ago

Southampton, Southampton, United Kingdom Paragon Banking Group PLC Full time

About The Role

Brief Overview
We are seeking to recruit a Client Relationship Executive within our invoice finance division, focusing on credit management and proactive ledger risk oversight. The ideal candidate will exhibit strong collaborative skills and a talent for nurturing debtor relationships.

Objective of the Role
Assist Relationship Managers in the execution of invoice finance services, performing credit management and ledger assessments, recognizing potential risks to our collateral, alongside processing payments and cash flow.

Key Responsibilities
Foster robust relationships with clients and debtors Conduct credit management via phone and email Keep precise records Complete reconciliation reports for invoice discounting (if part of the invoice discounting team) Detect risks to our collateral through ledger assessments and follow-ups Analyze and process invoices and credit notes Prepare monthly compliance reports reviewing client management data Initiate payments in line with established mandates Support the invoice team in meeting its primary objectives Identify new business prospects through collection efforts Daily management of bank statement processing

About You

Required Skills
Proven experience in credit control Proficient in IT with skills in Microsoft Word, Outlook, and Excel Exceptional telephone communication skills, balancing assertiveness with a gentle approach as needed Credible in interactions with business owners and capable of building relationships Team-oriented and adaptable, willing to assist others in achieving team objectives Organized with the ability to prioritize tasks, especially under pressure Professional demeanor and ability to handle confidential information Eagerness to enhance knowledge and industry expertise Qualifications and Experience
Previous experience in invoice finance is preferred. A minimum of GCSE Grade C or equivalent in Maths and English is required.

About Us

Paragon Benefits

Generous holiday allowance, including a day off for your birthday Paid community service opportunities Company-wide profit-sharing bonus Pension plan with contributions up to 10% of your annual salary Life assurance and personal accident coverage

Embrace Flexibility

We advocate for flexibility in how and where you work to promote a healthier work-life balance. In the post-pandemic environment, most teams are transitioning to hybrid work models, dividing their time between the office and remote work.

Full Time - Standard office hours – Office-based / Hybrid working options available based on experience.

Be Yourself

We value diversity and are committed to inclusion. We encourage you to bring your authentic self to work. An inclusive workplace benefits everyone, enhances customer relations, and strengthens our business. Our Equality, Diversity, and Inclusion Network meets regularly to discuss challenges, share experiences, and generate ideas for fostering a more equitable and diverse workplace.

Your Voice Matters

We value your opinions through our People Forum and regular employee surveys, ensuring you can express your views and influence our future direction.

Prioritize Wellbeing

We provide various support options to help you maintain your wellbeing, from our complimentary Employee Assistance Programme to our qualified Wellbeing team, who are available to connect you with necessary resources to enhance your quality of life.

Continuous Improvement

We are dedicated to helping you achieve your potential. As a Platinum Investors in People employer, we will support your growth by creating a personalized development plan in collaboration with your manager.

Join Us

Our employees consistently highlight that the best aspect of Paragon is the people. If you are looking for a dynamic, friendly team with strong values to support your career advancement, we invite you to explore opportunities with us.

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