Client Service Adviser - Skipton, United Kingdom - Skipton Building Society

Skipton Building Society

Verified Company

Skipton, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Hours:
35 Hours, Monday to Friday 9am - 5pm

Salary:

£25,000 Per Annum

Closing Date:
Thu, 21 Sept 2023

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

We 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.

This role offers a basic salary of up to £25,000 depending on experience

What Will You Be Doing?

Job Purpose- To protect the integrity of SBF investment- To optimise the income stream of SBF- To ensure clients receive a satisfactory level of service

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 be a supportive and participative team member ensuring that the duties of team members are effectively carried out in their absence- 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 ensure:

Outstanding customer service
Input accurately all the daily processing for clients
Accurate allocation and reconciliation of cash and credit notes
New debtors to be set up within 24 hours of receipt of suitable information
To chase all invoices from the Advance Notice of Disapprovals report
To chase each client's top overdue accounts on a regular basis throughout the month
Achievement of monthly collection targets
To review each client's disputes with the client at least once a month
Month end reconciliations
Ensure adherence to the practices and procedures
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
To 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
Minimum of two standard GCSE's including Maths and English
The ambition to complete relevant industry qualifications (ABFA Foundation course)

Desirable: