Purpose of the role
Working in a fast-paced, highly motivated team, you will provide support across processing areas of the Customer journey. From documentation through to pay-out ensuring that policies and procedures are followed in line with an agreed quality assurance and accreditation framework, in a timely manner to ensure service levels are achieved across the customer journey. Through effective collaboration and communication with colleagues.
Duties and responsibilities
As a member of the Operations team. You will support the delivery of our service excellence commitments by providing but not limited to, the following:
- Ensure all objectives and KPI’s are achieved or succeeded
- Being a positive influencer within the team, delivering good behavioural and professional standards in line with the bank’s values and behavioural framework
- Managing the administrative life cycle of proposals from receipt of enquiry through to completion and pay-out in line with departmental procedures;
- Collating all relevant information to assist with the completion of new proposals in line with policies and procedures;
- Produce financial documentation required for customer signature;
- Review new business files and progress agreements to pay-out, ensuring that they have been processed in line with policies and procedures;
- Ensure that agreements are uploaded accurately to relevant internal system
- Ensure quality work is completed in line with the expected departmental standards
- Ensure a customer first activity is delivered across all multiple customer propositions
- Participate and contribute to learning varied process in line with current procedures