Client Executive
Paragon Banking Group
- Southampton
- Permanent
- Full-time
We are looking to appoint a client executive within the invoice finance team delivering credit control and front-line ledger risk management. The candidate will need to demonstrate good team working skills and an aptitude in managing debtor relationships.Purpose of the role
Support Relationship Managers in the delivery of invoice finance facilities, undertaking credit control and ledger verification, identifying threats to the integrity of our security, together with processing of payments and cash.Duties and responsibilities
- Help in development of strong relationships with clients and debtors
- Undertake telephone and email credit control
- Maintain accurate notes
- Completion of invoice discounting reconciliation reports (if invoice discounting team)
- Identify threats to our security as a result of ledger verification and chasing
- Processing and analysis of invoices and credit notes
- Preparation of monthly compliance reports reviewing client management information
- Raise payments in accordance with mandate
- Support the invoice team in achieving its core objectives
- Identify new business opportunities from collection activity
- Daily processing of bank statements
- Experienced credit controller
- IT literate and competency in Microsoft Word, Outlook and Excel
- Excellent telephone manner balancing firm with gentle manner as appropriate
- Credible when engaging with business owners and ability to develop relationships
- Team player and flexible, prepared to help others in achievement of team goals
- Organised with ability to manage time particularly when working under time pressures
- Professional and ability to work with confidential information
- Desire to develop learning and industry knowledge