Assistant Client Manager Ftc - Salford, United Kingdom - Shawbrook Bank

Shawbrook Bank
Shawbrook Bank
Verified Company
Salford, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

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 fastpaced, 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
This role will involve supporting in-life management of the client portfolio.


You will be required to work as part of a team, to ensure all clients are managed in accordance with the principles of the business model, company procedures and best practice ensuring accuracy and integrity of data and records as well as detecting errorsand potential fraud.


In addition, working with a client director or MD service and delivery, you will support development of processes, systems, and risk management procedures across Corporate Lending.

The role will include updating the Bank's various systems, liaising with clients, professionals, and internal teams.

  • Act as a key point of contact for clients to support service and risk management activities
  • Perform daily system/database updates as required, producing monthly reports by deadlines given
  • Accompany Client Managers on visits as required, drafting visit reports in the defined format, and assisting with the preparation of credit submissions as required
  • Take the lead in undertaking all ongoing due diligence, including KYC/AML, Equifax Alerts, Portfolio Review Process
  • Track and chase financial and other information/reports required from clients
  • Critically review; statutory accounts, management accounts, cashflows, budgets and forecasts. Discussing withClient Directors/Managers as required
  • Accurately input information as required to the business' operating platform to support the maintenance of client facilities
  • Seek out and recommend process improvements across Corporate Lending
  • Lead on, or contribute to, ongoing improvement projects across Corporate Lending
  • Support Client Directors/Managers to ensure a comprehensive and successful client take on and onboarding process

The Person

  • Foundation level Banking or Accountancy qualification preferred but not essential
  • A proven track record of at least 5 years in a Financial Services (ABL finance, corporate banking) or similar environment
  • Track record of analysing data and constructing clear and concise reports
  • Excellent interpersonal skills
  • Capable of developing and maintaining strong customer focused relationships with client contacts
  • Good written reports and oral presentation skills, capable of having balanced discussions both internally and externally
  • Ability to deal with high volumes of diverse work without compromising on key details, accuracy, or quality to ensure adherence to strict timelines and risk review cycles
  • Good problemsolving skills
  • Ability to learn new skills as the business grows enabling us to meet service standards demanded by our internal and external customers
  • Computer literate, good knowledge of Microsoft Office suite
  • Overall knowledge of the SME banking sector
  • Selfstarter
  • Adaptable and Flexible
  • Ability to work as part of a team
  • Excellent planning and organisational skills
  • Enthusiastic 'can do' attitude
  • Professional and wellpresented whenever representing Shawbrook
  • Establishes effective working relationships at all levels
  • Customer focussed approach
  • Confident and able to work on own initiative and with limited supervision
  • Permanent / 37.5hour week
  • Able to work extended hours on occasions when required
  • Able to commute reliably to office base as required
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