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- Tasks: Join us as a Client Services Executive, handling client inquiries and ensuring smooth settlement processes.
- Company: Shawbrook is a purpose-led bank focused on delivering exceptional finance solutions across various customer segments.
- Benefits: Enjoy flexible working, mental health support, generous holiday, and discounts on gym memberships.
- Why this job: Be part of an innovative culture that values diversity and encourages personal growth while making a social impact.
- Qualifications: Strong analytical skills, experience in customer service, and proficiency in Excel are essential.
- Other info: We celebrate contributions with bonuses and recognition schemes, fostering a supportive work environment.
The predicted salary is between 28800 - 43200 £ per year.
As a Client Services Executive you will need to work with great attention to detail and be able to work well in a team as well as on your own initiative in a fast past environment. Outstanding communication skills are paramount as you will be communicating with your colleagues, customers, and introducers. You will be expected to become the key contact for your assigned introducer accounts.
Key Responsibilities
- Process daily settlement requests from JBR Capital clients.
- Work with the finance and collection teams to ensure quick turn-around and efficiency of settlements.
- Continually analyse and improve the customer journey to ensure that our customers receive seamless, efficient and exceptional settlements service.
- Set up of pay-outs and moving agreements to live, updating financial control spreadsheets and loan book data.
- Own, investigate and resolve all Client enquiries regardless of complexity, provide excellent service via verbal and written forms of communications.
- Proactively engage other parts of the business to ensure complete understanding of risk and issues that are identified to minimise financial loss.
The Person
- Strong analytical ability and excellent interpersonal, verbal, and written skills.
- Intermediate Excel Skills.
- Previous experience of working in a business renowned for its world class customer service.
- Competent and confident in relationship building.
- Forecasting experience.
- Be able to prioritise workloads.
- Experience in the auto finance industry.
- Experience of sales admin/client services/sales support/account management/operations within the financial services arena.
- Proficiency in MS Office, particularly Excel, would be a plus.
The Opportunity
Shawbrook provides finance to a wide range of customer segments that value the premium experience, flexibility and certainly we deliver. We are a purpose-led organisation, with a focus on delivering long-term sustainable value for all our stakeholders.
We have a diversified offering, with our innovative lending propositions tailored to meet specific customer needs in carefully selected markets across SME, Real Estate and Personal. Our products range from complex structured credit facilities for growth-focused businesses to mortgages for professional landlords and property investors, as well as simple loans for consumers delivered digitally. We fuel our lending through customer deposits, which we attract by delivering a premium experience, choice and consistently great value to smart savers.
The business model we have created is unique and difficult to replicate, with our ‘best of both’ approach combining deep human expertise with advanced digital, tech and data capabilities. This combination not only allows us to deliver excellent customer experiences, but to do so efficiently and at scale. We are proud of our innovative and agile culture, which drives consistently high employee engagement scores and makes Shawbrook an attractive destination for the best talent. If you’re willing to roll up your sleeves, contribute new ideas and believe anything is possible, you’re our kind of person.
Why Work With Us
- Want to be part of a bank built for the dynamics of the modern world.
- Relish a challenge and enjoy a fast-paced, innovative and hardworking culture.
- Enjoy finding new and better ways to solve complexity and make things happen.
- Want to belong to a diverse culture that stands shoulder to shoulder with minority and underrepresented groups.
- Care about society and the environment and want to be part of a business that cares too.
- Want to continue to grow professionally and be the best version of yourself.
Reward
Your Wellbeing – We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include:
- Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment.
- Free access to Headspace, a mindfulness & meditation digital health app.
- Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause.
- EAP (Employee Assistance Programme) – Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health.
- Cycle to work scheme.
- Discounts on gym membership.
- Contributory pension scheme & death in service.
Your Lifestyle – It’s important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you’re enjoying your leisure time.
- Minimum of 27 days holiday per year.
- Option to buy or sell holiday days through our flexi-holiday scheme.
- Discounts on gym membership nationwide.
- Access to discounts on a range of high street and online brands.
- Community support and charitable giving.
Your Contribution – We’re focused on rewarding those that go the extra mile in helping us achieve our goals.
- Participation in our annual discretionary bonus scheme designed to reward your contribution to our success.
- Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done.
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Client Services Executive employer: Shawbrook Bank
Contact Detail:
Shawbrook Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive
✨Tip Number 1
Familiarise yourself with the auto finance industry. Understanding the specific challenges and trends in this sector will help you engage more effectively during interviews and demonstrate your knowledge of the field.
✨Tip Number 2
Practice your communication skills, both verbal and written. Since outstanding communication is crucial for this role, consider role-playing scenarios or even recording yourself to refine your delivery and clarity.
✨Tip Number 3
Network with current or former employees of Shawbrook or similar companies. This can provide you with insider insights about the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 4
Showcase your analytical skills by preparing examples of how you've improved processes or resolved complex issues in previous roles. Being able to discuss these experiences will highlight your problem-solving abilities and fit for the position.
We think you need these skills to ace Client Services Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services, particularly in the auto finance industry. Emphasise your analytical skills and any previous roles that required outstanding communication and relationship-building abilities.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how you've improved customer journeys or resolved complex client enquiries in past positions to demonstrate your fit for the role.
Showcase Your Skills: Highlight your proficiency in Excel and MS Office in both your CV and cover letter. If you have forecasting experience or have worked in environments known for exceptional customer service, make sure to include these details.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. Clear and professional communication is key, especially for a role that requires excellent verbal and written skills.
How to prepare for a job interview at Shawbrook Bank
✨Showcase Your Attention to Detail
As a Client Services Executive, attention to detail is crucial. Prepare examples from your past experiences where your meticulous nature led to successful outcomes, especially in fast-paced environments.
✨Demonstrate Strong Communication Skills
Since you'll be communicating with various stakeholders, practice articulating your thoughts clearly and concisely. Consider role-playing common scenarios you might encounter in the role to showcase your verbal and written communication skills.
✨Highlight Your Analytical Abilities
The role requires strong analytical skills. Be ready to discuss how you've used data to improve processes or customer journeys in previous positions. Bring specific examples that demonstrate your problem-solving capabilities.
✨Familiarise Yourself with the Auto Finance Industry
Having experience in the auto finance sector is a plus. Brush up on industry trends and challenges, and be prepared to discuss how your background aligns with the company's offerings and values.
