Banking specialist Work, Jobs in Three Bridges, Wsx (with Salaries)

Client Executive
Aimée Willow Connex —Crawley
- Computer skills
- Financial services
Authentication / QC Assistant Team Leader
Vestiaire Collective —Crawley
- Monday to Friday
- Quality control
- Organisational skills
- Communication skills
Quick apply
Junior Finance Broker
Crownstone Funding —Leatherhead
- £20,000 - £50,000 a year
- Full-time
- CRM software
- Business development
- Financial services
- Free parking
- Profit sharing
Quick apply
6d
Administrator
Specsavers —Redhill
- Up to £13.21 an hour
- Part-time
- Microsoft Outlook
- Organisational skills
- Leadership
- Employee discount
- Sick pay
7d
Senior Manager, Group Business Applications
Collinson —Haywards Heath
- Hybrid work
- Customer service
- Hotel
- Analysis skills
Treasury Client Service Specialist
Bank of America —Bromley
- Full-time
- English
- Continuous improvement
- Travel
Post Office Counter Clerk
TGJones —Lewes
- £8.00 - £12.71 an hour
- Part-time
- Customer service
- Banking
- Employee assistance programme
- Employee discount
Quick apply
6d
Payments Consultant
IconSolutions —London
- Research
- Business development
- Banking
Trainee Relationship Manager.
HSBC Global Services Limited —St. Helier
- Full-time
- Customer service
- Business development
- Organisational skills
12d
Shop Manager (Chessington)
Woking & Sam Beare Hospices —Chessington
- £26,000 a year
- Weekend availability
- Organisational skills
- Hospice
- In-person
- Store discount
- Employee discount
Quick apply
1h
Talent Acquisition Specialist - Investment Banking - Evergreen (London)
Alexander Mann Solutions —London
Business Change Specialist
NPL —Teddington
- No degree
Senior Project Manager
NPL —Teddington
- No degree
- Communication skills
Senior Finance Manager
Adzuna —Fulham
- £75,000 - £85,000 a year
- Full-time
- Hybrid work
- Annual leave
- Work from home
Quick apply
12d
Associate – Corporate
Stevens & Bolton —Guildford
- Hybrid work
- In-person
Shop Manager (Addlestone)
Woking & Sam Beare Hospices —Addlestone
- £26,000 a year
- Weekend availability
- Organisational skills
- Hospice
- In-person
- Store discount
- Employee discount
Quick apply
1h
Senior Associate, Corporate
Stevens & Bolton —Guildford
- Hybrid work
- Business development
- In-person
Commercial Director - Travel Insurance & Partnerships
Allianz —Croydon
- Full-time
- Business development
- AI
- Leadership
Knowledge Lawyer / Senior Knowledge Lawyer – Corporate
Stevens & Bolton —Guildford
- Hybrid work
- Business development
- In-person
- Training & development
German-Speaking Snr CRM Solutions Architect (Remote | UK)
Huble —Richmond
- Full-time
- Remote
- English
- Communication skills
- Annual leave
Quick apply

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Client Executive

Aimée Willow Connex
Crawley

Apply Now

Job details

Qualifications

Conduct risk analysis
Stakeholder liaison
Financial reconciliation support
Process improvement
Internal department liaison
Financial analysis
Month-end financial reconciliation
Customer relationship management
Relationship management
Computer skills
Financial services
Account reconciliation

Full job description

Client Executive Relationship Management ~ BD Support
Horsham - South East, Crawley - South East, Brighton - South East

Overall Role Objectives:

Relationship management of specific client portfolio (to include monitoring of all controls, collateral management and processing, client payments and analysis/ reconciliation of data.
Responsibility for assisting Portfolio Manager (PM) and portfolio team with risk analysis.
Accurate daily Channel Finance data processing of information onto the system and upkeep of automated data points
Maintenance of collateral audit database and ensure effective client service.

General Responsibilities:

Assist and support the Portfolio Managers

- Incorporates all aspects of managing the relationship between all parties and the business
- Act as the day-to-day internal contact for the operation of Channel Finance agreements.
- Ensure all daily client functions are completed, to include cash, payments, reconciliation and collateral updates.
- Maintenance of records, automation spreadsheets and other banking systems / standing data
- Support PMs to ensure compliance with all required reporting.

Manage Channel Finance Client information in accordance with pre-agreed terms and conditions

- Daily checking of data, processing and payments of data received
- EOM reconciliation of figures and data within company systems.
- Setting up of new Resellers on the system.
- Identifying and working towards improvements of all systems and processes.
- Addressing and problem solving any queries that arise.

Assisting the CE team when applicable with the following tasks:

- Chasing and updating monthly (or such other required frequency) collateral (AR, stock, fixed asset valuation) figures.
- Ensuring all monthly AR / stock reconciliations are processed within the month or timely manner and any issues escalated to PMs and Manager Operations
- Reconciling and processing any requests from specialty deals
- Processing of borrowing base certificates in respect of company participations.
- Ensure timely receipt of statutory audited accounts, monthly management information and client forecasts in accordance with the frequency required by Client documentation.
- Collating and preparation of information for audit purposes, liaising with audit function when required
- Implement any audit recommendations following discussion with PMs
- Conduct soundings process for specific Clients, escalating issues when required

Assist in the New Client process

- Responsibility for completion of necessary set-up process for new resellers or other clients within company systems
- Prepare/update new or existing spreadsheets for calculations.
- Liaising directly with sales support and other areas as required.

Other Responsibilities

- Liaising with US and Third-party Banks or agents to ensure timely reporting and month end processing
- Processing client charges and facility transfers and GL Postings.

Skills and Competencies Required:

- Knowledge of Channel Finance products would be advantageous.
- Keen approach and ability to learn all IT systems including Lendscape.
- Problem solving and bringing forward new ideas.
- Ability to read financial data and accurately transfer figures to specialist documents.
- Maintaining and adapting specialised spreadsheets and process guides as the business requires
- A good customer focused approach, with the ability to work as part of a busy team
- Good understanding of Asset Based Lending products and associated risk areas
- Ability to plan and prioritise to achieve deadlines as required

Apply for this Job

Apply Now

Refine Your Search

banking specialist jobs in three bridges, wsx

Client Executive

Authentication / QC Assistant Team Leader

Junior Finance Broker

Administrator

Senior Manager, Group Business Applications

Treasury Client Service Specialist

Post Office Counter Clerk

Payments Consultant

Trainee Relationship Manager.

Shop Manager (Chessington)

Talent Acquisition Specialist - Investment Banking - Evergreen (London)

Business Change Specialist

Senior Project Manager

Senior Finance Manager

Associate – Corporate

Shop Manager (Addlestone)

Senior Associate, Corporate

Commercial Director - Travel Insurance & Partnerships

Knowledge Lawyer / Senior Knowledge Lawyer – Corporate

German-Speaking Snr CRM Solutions Architect (Remote | UK)

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