ARE YOU LOOKING TO GROW YOUR CAREER WITH BIBBY FINANCIAL SERVICES?
Together we Grow - Identifying and nurturing our own talent within BFS.
We are committed to training, retaining and growing our colleagues so that everyone can thrive during their time with us.
Invoice Discounting Executive – Flexible Location (this can be worked out of any of our UK locations)
Reporting into: Michelle Graham, ID Team Leader
To ensure the security and profitability of Bibby Financial Services through efficient and accurate completion of client Month End Reconciliations and Debt Verification for our Invoice Discounting Clients.
The ID Executive must ensure that all client reporting is received, interrogated for accuracy, and processed in a timely and efficient manner, escalating any risks to our internal teams as required. To deliver excellent Client service to both internal and external stakeholders.
The ID Executive is responsible for providing new clients reconciliation training and assist with resolving client queries around the reconciliation and debt verification processes.
To ensure our clients debt is true and valid by conducting debt verification as per an agreed risk schedule and / or as prompted by sales ledger activity, also to conduct the initial pre-lend debt verification as part of the client onboarding process.
YOUR RESPONSIBILITIES AS A INVOICE DISCOUNTING EXECUTIVE WILL INCLUDE:
- Complete Month End Reconciliation Process for a portfolio of Clients including due diligence and checking of all items submitted by the Client. Attempt to balance MER, and support Clients in their endeavours to do the same ensuring all associated documentation and reporting is present and correct
- Debt Verification to be completed by confirming receipt and status of invoices with our clients debtors, identify the nature of any queries or reasons for non-payment. Ensure thorough and detailed conversations with our clients and their debtors and diarise follow up activity to ensure the debt verification is completed as timely and efficiently as possible.
- Work closely with the Onboarding, Relationship and Risk teams to ensure Bibby Financial Service’s security and profitability by completing thorough and efficient debt verification of prospective client’s as well as live client’s sales ledgers
- Establish and maintain a professional and efficient relationship with our prospective and live client
- Proactively drive efficiencies and identify opportunities for automation of key processes to support the most effective MER and debt verification process possible.
- Contribute towards the fostering of a positive colleague and client focused environment, promoting excellence in both internal and external service.
- Any other duties commensurate with the level of responsibility of this role, for which the role holder has the necessary experience and/or training.
WHAT WE ARE LOOKING FOR IN OUR IDEAL INVOICE DISCOUNTING EXECUTIVE
- A comprehensive understanding of the Invoice Discounting product
- A good understanding of Credit Control and Administration processes and procedures
- Working in an office environment in a large team (5-15 individuals)
- Experience of regular client and internal team interaction demonstrating excellent customer service.
- Understanding of generic internal systems and commonly used software packages such as MS Office
- An ability to prioritise a busy workload with an exceptional eye for detail
- Have a good understanding of and be able to use standard functions of Excel confidently
Request the full role profile from the Talent Acquisition team by emailing recruitment@bibbyfinancialservices.com
For an informal chat about the role, you can contact Michelle Graham, ID Team Leader
Please speak to your current line manager to inform them of your interest.
Refer a friend? Please contact the Talent Acquisition team for guidance.
There’s no place quite like BFS and we’re proud of that. It’s all down to you, our colleagues - you make us the business with which every SME wants to partner.
IF YOU ARE READY FOR YOUR NEXT EXCITING OPPORTUNITY WITH US - APPLY TODAY!!
We're absolutely committed to being a truly inclusive place to work, where everyone has an equal opportunity to reach their true potential. Let us know if you need adjustments to support you through any stage of the recruitment process.
WORK TOGETHER - TRUST EACH OTHER - DO THE RIGHT THING - BE INNOVATIVE - BE BETTER
