Patients Bank Officer

An exciting opportunity has arisen within Patients Banking, based at the St Bernard’s site.
This band 4 post will be offered as a full time position (37.5 hours a week).
The post holder must have experience of working within a formal banking environment and demonstrated experience of serving customers.
The post holder would be responsible for working with the Patients’ Bank Team in order to offer a comprehensive banking service to all wards, departments, patients and staff within the West London NHS Trust, Ealing site and outreach areas.
The post holder must be able to work on their own initiative and have the ability to multitask in order to carry the full range of tasks.
We are seeking to appoint an already experienced banking officer who is confident, organised, proactive and approachable person for this role.
- Experience of working in bank and serving customers
- Significant experience of all banking procedures including reconciliation of accounts.
- Experience of working in an NHS setting.
- High level of detail to ensure accurate reporting.
- Can deal with stressful situations - have to manage long queues on occasions whilst maintaining high standards of accuracy.

West London NHS Trust is one of the most diverse providers of mental health, community and social care in the UK.
Our 3,982 staff care for people in hospital and in the community, helping them to recover and go on to lead full and productive lives. We aim to be the best organisation of our kind in the country.
We provide care and treatment for more than 800,000 people living in the London boroughs of Ealing, Hammersmith & Fulham and Hounslow, delivering services in the community (at home, in GP surgeries and care homes), hospital, specialist clinics and forensic (secure) units.
We’re rated good overall by the Care Quality Commission (CQC).
Together, we’re committed to promoting hope and wellbeing, working with patients, service users, carers, families and partners across the communities we serve.
We are keen to ensure that our workforce reflects the community it serves, particularly in terms of ethnicity, gender, disability, LGBTQ+ and experience of mental illness.
To provide administrative support to the Patient Affairs Department in overseeing that all core tasks are carried out in a timely manner
To ensure all enquiries by solicitors are answered in good time with statements if requested. To be trained on the use of Harlequin and patient money, enabling Patient Affairs to check bank balances and payments.
To ensure all benefit and financial information, including debt or overpayments is competed in good time. To check and process payments received for service users
To liaise and contact previous hospitals and prisons regarding transferring benefits and balances. To liaise with DWP for the arrangement of transferring benefit claims/money to West London NHS Trust
Organising the necessary forms for New Claims for UC, Med Certs, BF56s, questionnaires and phone calls to UC to set up claims
To ensure that Health cost forms are completed for our patients receiving HA, HPM and ESA C/B. To ensure all wards and PHC are informed of Patients on HPM and HA to process all movement of patients for administration purpose
To set up and maintain effective filing systems on Alfresco and G drive. To ensure files are made for all service users on the A-Z fil
In the absence of the Patient Affairs Manager and in the rare event of a patients’ death and where there are no relatives, arranging all aspects of a funeral and paymen
The post holder must be able to multi-task and deal with frequent interruptions when dealing with complex benefit issues
To help cover in the Patient Bank this will include, paying out service user money requested, printing of bank statements, Petty Cash, service user property. Cashing up etc. Training will be given.
**Key Result Areas & Performance within the bank**:
Reimbursement of petty cash for staff.
To work with the Patients Bank Managers to ensure the bank environments are maintained in good order.
Security
To be able to open/ close Patients Bank at agreed times. Set / reset the alarm, secure all windows and doors and generally maintain a secure environment.
Patients’ monies income & Expenditure
To provide banking service for patients to deposit and withdraw cash between agreed opening hours for the three banks on the Ealing site.
To ensure that the correct written authority is obtained for withdrawals of monies and that all forms are signed and returned to the bank for safe keeping.
To print reports from the Harlequin cashiering system and balance cash to same daily.
Workforce
The post holder would be required to comply with the security procedures of the service, being aware of the security policies in relation to the management of the service and maintaining vigilance in relation to potential breaches of security. At all times the post holder will need to maintain an awareness of the risk of physical/verbal assault on themselv