Back to search
- Relationship Executive
- Invoice Finance - Reading - Hybrid
- £30k - £32k
- Liaising with clients to ensure that an excellent relationship is established and maintained with clients.
- Highlight any risk or service issues to the relationship management team.
- To ensure client information and working documents are kept up to date to cover/support fellow Relationship Executives during absences.
- Effective ledger management, to include client assignments, funding limits, disapprovals, and concentrations in line with Credit Policy Signing Authorities.
- Supporting the Relationship Management Team by identifying and preparing funding or payment proposals to the Relationship Management Team in line with credit policy signing authorities.
- Conducting customer verification and credit control in line with company procedures and as directed by client management.
- Liaising with clients to ensure documentation is received, reviewed, and actioned within a timely manner.
- Managing and maintaining accurate records of client administration activity for future review or follow up.
- Assisting and supporting the Management Team and New Business with the introduction of new clients.
- Previous experience within Invoice Finance eg. an existing Relationship Executive or Invoice Finance Credit Controller looking for the next step.
- Ability to be adaptable and manage a busy workload.
- Excellent time management.
- Ambitious and looking to progress.
- Focused on always putting your clients first.
- 24 days holiday, increasing to 26 after 2 years service.
- Life insurance & Income protection.
- Private medical insurance.
- Healthcare.
- Holiday exchange scheme.
- Company pension.
- Cycle to work scheme.
