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Client Administrator
at Aimée Willow Connex Manchester in Manchester (Published at 20-11-2023)
Client Administrator Support
Manchester - North West
The Role
- Manage effectively and in accordance with policy and practice; the administration of ledgers, validation of debtor balances, credit control, collection activities and allocation processing with ownership of the following:
- Responsible for daily cash allocation across the portfolio.
- Responsible for facilitating client payments both on the client operating and Banking platforms.
- Responsible for the active and accurate credit control of any factoring facilities within the portfolio.
- Ownership of the client verification and ensuring verifications are completed in line with credit expectation.
- Provide assistance to the client managers and client executives in day to day tasks as and when required.
- Maintain thorough records and provide necessary feedback and reporting to customers and managers/colleagues.
- Maintain delivery of a high-quality service to customers.
- Strong communicator with both internal and external stakeholders.
- All activity is undertaken within the scope of overseeing the maintenance of the collateral being funded.
- Understand the wider Bank's products and services, and proactively identify and action sales opportunities in order to best meet customer needs.
- Adherence with the Bank's AML policies and procedures, with vigilance at all times of the conduct of customers and debtors.
Additional responsibilities for all employees
- Actively promote and practise the Bank's Guiding Principles
- Understand and adhere to the Bank's policies and procedures with particular reference to:
- Conduct Rules and Professional Standards Policy
- Information Security and Data Protection Act 2018 (GDPR)
- Fair Treatment of Customers
- Risk management and reporting of risk management incidents
- Regulatory compliance and prevention of financial crime
- Disaster recovery and business continuity
- Proactively contribute to the Performance Planning and Review process
- Support Bank wide Forums as required or identified
- Cooperate with and help colleagues across our business, performing other reasonable tasks as may be required from time to time
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