Key skills
Communication
About this role
Role Overview
- Supporting operational administration across customer accounts
- Maintaining and updating internal systems with accurate information
- Assisting with reconciliation tasks and data checks
- Reviewing and processing digital and hard copy correspondence
- Handling general inbound queries and administrative requests, including:
- Replying to complaint-related queries (e.g. chasers and follow-ups)
- Raising complaints for the relevant team to investigate
- Assigning incoming emails to the appropriate teams(triage)
- Supporting the finance Customer Care team with system admin tasks
- Providing pre-written template responses to customers
- Supporting operational processes such as:
- Application of payments to customer accounts
- Handling credit reference queries
- Processing data erasure requests in line with procedures
- Gathering data to support internal teams and investigations
- Liaising with internal teams and third parties where required
- Supporting affordability assessments using our Open Banking technology
- Following defined processes to ensure compliance and accuracy
Requirements
- Highly organised with excellent attention to detail
- Comfortable working with numbers and data, with good basic maths skills
- Some experience using Microsoft Excel (e.g. formulas, sorting/filtering data; more advanced skills can be learned on the job)
- A willingness to learn and develop within financial services
- Able to follow processes accurately across multiple systems
- A team player with a positive, can-do attitude
- Strong communication skills, especially written communication
- Able to manage time effectively and prioritise tasks
Benefits
- Everyone owns a piece of the company – equity
- 25 days’ holiday a year, plus 8 bank holidays
- 2 paid volunteering days per year
- Hybrid working with 3 days a week in the office
- One month paid sabbatical after 4 years
- Employee loan
- Free gym membership
- Team wellness budget to be active together – yoga, tennis, bouldering and more