Finance agent Work, Jobs in Whitefield, Gtm (with Salaries)

Customer Banking Agent
Capita —Preston
- £27,032 - £30,032 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Banking
- Annual leave
- Work from home
Bank Reconciliation Analyst
Travel Counsellors —Manchester
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Organisational skills
Quick apply
Junior Asset Manager
FI Real Estate Management —Chorley
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Referral programme
Quick apply
12d
Financial Services Dealer Agent
Select Engineering —Manchester
- £17.46 an hour
- Call to connect
- Analysis skills
- Continuous improvement
- Communication skills
5d
Specialist II, Client Processing - Loans Administrator and Data Analyst
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- English
- Microsoft Office
Lender Services Agent
DWF —Manchester
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Organisational skills
AP Freshdesk Support Analyst
Travel Counsellors —Manchester
- Hybrid work
- Microsoft Excel
- Microsoft Office
- IT
Quick apply
Collections Support Agent
JaJa Finance Ltd —Manchester
- £29,000 a year
- Full-time
- Hybrid work
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
5d
Conveyancer
Eventus Recruitment Group —Manchester
- £36,000 - £60,000 a year
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
Specialist, Client Processing
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- English
- Microsoft Office
Client Onboarding Manager
Williams Stanley and Co —Manchester
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Specialist, Client Operations
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- English
- Microsoft Office
Finance Lead
BAM UK & Ireland —Huddersfield
- Hybrid work
- Travel
- Mentoring
- Organisational skills
Clerical Support - Days
Westinghouse Electric Company —Preston
- Hybrid work
- Travel
- Contracts
- Employee assistance programme
- Life insurance
Collections Agent - no evenings/weekends!
Capita —Preston
- £25,155 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Work from home
Fund Operations Administrator
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Time management
Account Manager Capital Sales - North West & North Wales Territory
Baxter —Stockport
- Sales
- Computer literacy
- Microsoft Office
- Annual leave
Sales Administrator
Dunbia —Preston
- Full-time
- Microsoft Excel
- Sales
- Microsoft Office
6d
Specialist, Client Processing Representative II
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- English
- Microsoft Office
8d
Senior Specialist, Client Processing
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- English
- Microsoft Office

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finance agent jobs near whitefield, gtm

Customer Banking Agent

Capita -
Preston

Apply Now

Job details

Full-time
£27,032 - £30,032 a year

Benefits

Annual leave
Work from home

Qualifications

Financial services
Communication skills
Banking

Full job description

Join our dynamic team based at Portway House, 1 The Pavilions, Preston, PR2 2YD, where your supportive nature and excellent conversational skills will help guide Lloyds Banking Group customers on their journey to financial health! This isn't your average collection's role – you'll be managing inbound calls, engaging with customers in various financial situations, and crafting personalised, affordable solutions to meet their needs.

We’re looking for motivated, collections Banking Agents to join Lloyds Banking Group. In this role, you’ll play a vital part in supporting customers who may be experiencing vulnerability or financial difficulty.

You’ll provide clear, compliant, and empathetic support, ensuring customers receive fair outcomes and feel understood at every stage of their journey. By listening carefully, identifying individual needs, and applying appropriate support measures, you’ll help customers make informed decisions about their finances.
This is a fantastic opportunity to build a long-term career in financial services, whether you’re bringing existing experience or taking your next step within a structured, supportive, and well regulated banking environment that prioritises colleague development and customer wellbeing.

Enjoy a flexible working journey – achieve your performance milestones and unlock hybrid working from month 4, with the opportunity to work from home full-time by month 6.

The first 8 weeks of training are critical, so annual leave is not recommended during this period
Leave requests from weeks 9–22 may be considered, subject to business needs
Ongoing support and coaching to help you succeed and grow in your role

Rotational shift pattern on a 6-week cycle (fixed shift lines are not available)

Job title:

Customer Banking Agent

Job Description:

What You’ll Be Doing

Supporting customers with a wide range of banking collections queries, including those who may be in vulnerable or challenging circumstances
Providing clear, accurate, and professional guidance, tailored to individual customer needs
Identifying signs of vulnerability and taking appropriate action to ensure customers receive the right support
Handling customer complaints with care and professionalism, taking ownership to investigate issues thoroughly and resolve them fairly and effectively
Accurately recording customer interactions, actions, and decisions across multiple banking systems to ensure consistency, auditability, and quality outcomes
Using systems and processes confidently to support decision making and ensure the right outcome is delivered first time
Offering suitable solutions while balancing customer wellbeing with regulatory and risk requirements
Working collaboratively within a supportive, high performing team to deliver positive outcomes
Developing your understanding of vulnerability, financial wellbeing, and banking products through ongoing learning and training

What We’re Looking For

Strong communication and active listening skills, with the ability to engage sensitively with customers who may be vulnerable or experiencing financial difficulty
A genuine commitment to delivering fair, respectful, and supportive customer outcomes
The ability to work confidently within regulated processes, policies, and vulnerability guidelines
Confidence using systems and technology to accurately record information and support customer needs
A positive, resilient attitude with a willingness to learn and continuously develop your skills and knowledge
A strong commitment to the role, including reliable attendance and punctuality, recognising the importance of consistent customer support and actively engaging in your own development journey through training, coaching, and learning opportunities
Someone who is prepared to be coached, open to feedback, and comfortable with accountability to continuously improve performance and outcomes

Previous banking or contact centre experience is beneficial but not essential — full training will be provided , including support around identifying vulnerability and delivering appropriate customer care.

Career Progression & Development

At LBG, your development matters. We are proud of our strong internal progression culture , with around 20% of colleagues currently on a progression plan into roles such as:

Coach
Trainer
Subject Matter Expert (SME)
Team Manager

You’ll be supported with structured learning, on‑the‑job coaching, and clear pathways to help you reach your career goals.

What You’ll Get

On‑Target Earnings (OTE) of up to £30,032 , including performance‑related bonuses in the first 12 months
Guaranteed base salary of £27,032
Up to £3,000 available through a range of bonus schemes
Structured training programme with ongoing learning and development support
Clear progression opportunities across multiple career pathways
A supportive, inclusive team environment within a trusted UK banking organisation
A meaningful role where your work genuinely makes a difference to customers’ lives
The opportunity to work from home once you have successfully completed the training programme (approximately 22 weeks). You will be required to work full‑time in the office until this point.

What will happen next:

Choose apply now to fill out our short application

Your application will be reviewed by our recruitment team

You will be invited to attend a video interview with a member of the recruitment team

If you are successful at the first interview stage, you will be invited to attend an onsite assessment centre at our office in Preston.

Location:

Preston

United Kingdom

Time Type:

Full time

Contract Type:

Permanent

Apply Now

Refine Your Search

finance agent jobs in whitefield, gtm

Customer Banking Agent

Bank Reconciliation Analyst

Junior Asset Manager

Financial Services Dealer Agent

Specialist II, Client Processing - Loans Administrator and Data Analyst

Lender Services Agent

AP Freshdesk Support Analyst

Collections Support Agent

Conveyancer

Specialist, Client Processing

Client Onboarding Manager

Specialist, Client Operations

Finance Lead

Clerical Support - Days

Collections Agent - no evenings/weekends!

Fund Operations Administrator

Account Manager Capital Sales - North West & North Wales Territory

Sales Administrator

Specialist, Client Processing Representative II

Senior Specialist, Client Processing

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