Client Service Adviser

4 weeks ago

Skipton, United Kingdom Skipton Building Society Full time

Hours:

The role of Client Service Adviser is a fulltime, permanent position based on 35 hours per week.
To ensure the best onboarding and training experience the successful candidate will be required to work at our Head Office in Skipton for the first 6 months. Following successful probation, the role of Client Service Advisor offers hybrid working with a set rota of 5 days in our Head Office and 5 days working from home.

Salary:

£25,750 Per Annum

Closing Date:

Sun, 16 Jun 2024

Do you have an enthusiastic approach and a positive "Can Do" attitude?

Are you a determined, resilient, and confident communicator?

If you can answer "yes" to the above and you enjoy managing your own workload, whilst being a part of a dedicated and dynamic team, 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. Direct experience and formal qualifications are not necessary as full training is provided, with the opportunity to further your career within the Invoice Finance industry.

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

Skipton Group values work/life balance and we are proud to support hybrid and flexible working, where possible. To ensure the best onboarding and training experience the successful candidate will be required to work at our Head Office in Skipton for the first 6 months. Following successful probation, the role of Client Service Advisor offers hybrid working with a set rota of 5 days in our Head Office and 5 days working from home. We have a newly refurbished head office which offers a vibrant and collaborative working space.

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.

Quarterly discretionary bonus scheme.

Matching employer pension contribution (up to 10% per annum).

A commitment to training and development.

Private medical insurance for all our colleagues.

Salary Sacrifice Scheme for Hybrid/Electric Car.

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.

This role offers a basic salary of up to £26,000 depending on experience.

What Will You Be Doing

Primary Duties

To be responsible for the sales ledger maintenance, month end reconciliation and credit control for a portfolio of Factored, White Label and Invoice Discounting clients.

To be responsible for the accurate processing and allocation of all notification schedules, cash / BACS receipts and collating any necessary paperwork for a portfolio of clients.

To report potential risk situations to the relevant parties.

To build and maintain Client and Debtor relationships, promoting the name of SBF by providing a first class customer service.

To generate possible prospective clients by recognising the opportunity of offering our services.

Handling a portfolio of clients, you will

Provide outstanding customer service.

Accurately undertake all the daily processing for clients.

Accurately allocate and reconcile cash and credit notes.

Ensure that new debtors are set up within 24 hours of receipt of suitable information.

Chase all invoices from the Advance Notice of Disapprovals report.

Chase each client’s top overdue accounts on a regular basis throughout the month.

Achieve monthly collection targets.

Review each client’s disputes with the client at least once a month.

Undertake month end reconciliations.

Ensure adherence to the practices and procedures.

Undertake sounding/verification exercises on a daily basis to ensure we are protecting the security of SBF.

To take the appropriate legal action against Debtors when necessary.

Deal with returned/bounced cheques in a timely manner.

What Do We Need From You?

Experience / Qualifications / Knowledge required:

Ability to work accurately and efficiently under pressure and to strict deadlines.

Computer literate with fast, accurate keyboard skills.

Excellent communication skills, both written and verbal due to level of customer/client interaction.

Excellent numeracy skills

The ambition to complete relevant industry qualifications (UK Finance Foundation course).

Desirable:

Experience in the Invoice Finance Industry.

Credit Control.

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