At a Glance
- Tasks: Manage client accounts, resolve issues, and enhance client experience.
- Company: Join Skipton Business Finance, a leader in supporting UK SMEs.
- Benefits: Enjoy flexible working, competitive salary, and generous leave policies.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Make a real impact on client success and build lasting relationships.
- Qualifications: Customer-focused with experience in account management or client service.
The predicted salary is between 30000 - 40000 £ per year.
The role of Account Executive is a full time position working 35 hours per week. Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible.
At Skipton Business Finance, we’re excited to say we are looking for an Account Executive. As an Account Executive, you'll support the day to day management of client accounts, working closely with Relationship Managers to ensure smooth operations, resolve issues efficiently, and help protect and grow the portfolio. This is a great opportunity to make a real impact on client experience, retention, and commercial success.
Who Are We?
Skipton Business Finance, part of the Skipton Group, has been helping UK SMEs fulfil their aspirations for over 20 years by providing working capital solutions that support their ambitious growth plans. With a rich history rooted in reliability and innovation, we leverage our expertise to offer a diverse range of financial products, including Invoice Finance and Asset Based Lending. Our commitment to understanding the unique needs of each client enables us as a team to deliver personalised and responsive services, fostering long-term partnerships built on trust and mutual success. At Skipton Business Finance, we strive to be more than just a financial provider. We aim to be a strategic partner, guiding businesses towards sustainable growth and prosperity. Join our team as we navigate the dynamic landscape of business finance together.
What Will You Be Doing?
You'll support the management of a portfolio of invoice finance clients by building strong relationships, providing responsive day to day support, and resolving queries efficiently. Working closely with Relationship Managers and key operational teams, you'll help deliver an excellent client experience while supporting long term client retention and portfolio success.
- Maintain accurate and up-to-date client records, ensuring all changes are implemented promptly and correctly.
- Assist with new client take-ons, ensuring accounts are set up accurately and within sanctioned parameters.
- Support ongoing client reviews, facility changes and portfolio updates, ensuring all client information and system records remain accurate, up to date and fully documented.
- Support the monitoring of client performance and flag potential risks or operational concerns.
- Support onboarding processes by gathering documentation and ensuring the file is ready and accurate for the first payment day. Supporting an efficient turn around that enables SBF to onboard a new client in a timely manner.
What Do We Need From You?
We're looking for someone who is customer focused, collaborative and proactive, with a strong sense of ownership and a commitment to delivering excellent service. You'll enjoy working as part of a team, continuously looking for ways to improve processes and client outcomes, while maintaining a high level of accuracy and attention to detail.
- Understanding of invoice finance / asset based lending operations
- Knowledge of sales ledger processes and client operations
- Experience in an operational, account management or client service role
- Proven ability to manage workloads efficiently and deliver high service levels
- Strong communication and client service skills
What's In It For You?
Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible. We have a newly refurbished head office which offers a vibrant and collaborative working space. We have a range of other benefits available to you including:
- Quarterly discretionary bonus scheme
- Car allowance
- 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days
- Holiday trading scheme allowing the ability to buy and sell additional annual leave days
- Matching employer pension contribution (up to 10% per annum)
- Colleague mortgage (conditions apply)
- Salary sacrifice scheme for hybrid & electric car
- A commitment to training and development
- Private medical insurance for all our colleagues
- 3 paid volunteering days per annum
- Diverse and inclusive colleague networks including our Carers and Pride Alliance groups
- Health and wellbeing support including cycle-to-work and discounted gym membership
Diversity and inclusion are a priority for us as we continue to support our members and represent the communities we serve. We encourage applications from individuals of all backgrounds, ethnicity, gender identity, sexual orientation, disability, neurodiversity, age, family or parental status, beliefs, nationalities and religions - supporting an inclusive environment for all our colleagues to bring their true selves to Skipton.
If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we’ll be happy to discuss making reasonable adjustments to our processes for you. Please contact our Talent Acquisition team at talentacquisition@skipton.co.uk.
Account Executive in Leeds employer: Skipton Business Finance Ltd
At Skipton Business Finance, we pride ourselves on being an exceptional employer that champions work-life balance and offers a vibrant, collaborative environment in our newly refurbished offices. With a strong commitment to employee growth through training and development, alongside a comprehensive benefits package including flexible working options, generous leave policies, and health support, we empower our team to thrive both personally and professionally. Join us in Bracknell or Birmingham, where your contributions will directly impact the success of UK SMEs and foster long-term partnerships built on trust and innovation.
Contact Details:
Skipton Business Finance Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Account Executive in Leeds
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We think you need these skills to ace Account Executive in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Skipton Business Finance Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Skipton Business Finance Ltd.
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Before your interview, reach out to current or former Skipton Business Finance Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
