Banking Administrator

Reporting to the Team Leader, the role will be focused on a companywide banking administration. Administrators will take responsibility for an individual client account, following a checklist of actions to see that client journey through to completion. In this role, administrators will be required to take responsibility of the opening of bank accounts, processing the day-to-day transactions, providing support to banking associates, liaising with CRMS, alongside any other tasks as expected when running an in-house banking function.

Strategic Influence

• ensure that delegated caseload is completed in a timely and accurate manner
• maintain attention to detail when updating client records
• ensure that we provide excellent customer service and dedication to our clients
• suggest improvements to the administrative processes

Key Relationships

• ensure that delegated caseloads are completed in a timely and accurate manner
• have the highest level of attention to detail when updating client records
• ensure that we provide excellent customer service and dedication to our clients
• suggest improvements to the administrative processes
• team work – work with the wider team within the business including the banking team, associates and treasury manager, (The degree of leadership/managerial/budgetary or people responsibility and/or key focus of the role – what it is expected to deliver. Then include detail of the actual tasks and KPIs against which performance is measured and appraised.)
• opening, closing and servicing of bank accounts
• communicating with third party providers both written and verbally
• updating multiple internal systems, maintaining trackers and spreadsheets
• confirming changes to our existing client facing teams
• ensuring written correspondence is completed and sent in a timely and accurate manner
• proactively carry out any other duties within the scope, spirit and purpose of the job as requested by the team leader or a member of the leadership team
• comply with and promote all organisation policies, including those relating to Equality and Diversity, and Health and Safety
• ensure all GPDR guidelines are followed

Qualifications

• numeracy and good IT skills, knowledge of MS Word, Excel and Outlook
• be self-driven, enthusiastic, and reliable with good organisational skills
• team working skills as well as the ability to work independently
• proven attention to detail
• flexible approach to work and the ability to multi-task
• excellent customer service skills