Banking Administrator en Mattioliwoods

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.

Job description

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

(The extent to which the role directly contributes to shaping our strategic objectives.)

· 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

(The breadth of collaborative working and influence over internal/external stakeholders.)

· 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

PROFESSIONAL EXPERTISE

(The degree of technical knowledge and experience required)

· 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

RESPONSIBILITIES

(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