Assistant Manager - Invoice Finance

Metro Bank; Reading; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading UK bank in Reading is seeking a risk management support professional to assist Business Development Directors and Relationship Managers. Ideal candidates will have experience in administrative roles, excellent relationship-building skills, and a keen eye for detail, especially in compliance with regulations. The role includes monitoring existing customers and supporting various financial tasks. Competitive salary and benefits are offered.

Benefits

Competitive salary

Discretionary annual bonus

Generous holiday allowance

Healthcare

Life assurance

Colleague discounts

Qualifications

• Experience in administrative roles handling high volumes of work.
• Some experience in credit control/support functions within invoice finance.
• Strong attention to detail regarding data protection and AML regulations.

Responsibilities

• Attend meetings to support Business Development Directors and Relationship Managers.
• Review financial documents and assist in the onboarding process.
• Monitor existing customers and support on various reports.

Skills

Experience in administrative roles

Excellent relationship-building skills

Exceptional customer service skills

Strong diary management skills

Job description

What you will do:

• Attend meetings with our Business Development Directors (BDDs) and Relationship Managers (RMs) to understand and learn about new business and existing customers, supporting the BDD in progressing opportunities through the new business pipeline.
• Provide support to BDDs by reviewing searches for Credit Risk, including Financial Crime, and obtaining and reviewing ID.
• Review and analyze Financial Year End Accounts and Management Information.
• Support the Take on Process from Credit Sanction to completion, including completing the Take on Checklist (TOCL), scheduling transfers with outgoing Invoice Financiers, and ensuring all Condition Precedents are met.
• Assist RMs with Customer Reviews by requesting necessary information, reviewing bank statements, obtaining HMRC confirmation, and reviewing trade creditors.
• Support RMs by reviewing Experian Alert Changes and the Direct Paid report.
• Use our internal risk system (Risk Factor) to monitor existing customers, support RMs on Overpaid Accounts, Monitor Operation Conditions, and follow up on actions and schedules.
• Assist RMs & BDDs with completing Credit Risk Grading Applications (CRGA) and any required Ongoing Due Diligence.
• Develop and maintain relationships with key internal stakeholders, including Senior Leadership, Credit Partners, Business Support, and Relationship Management teams.

And... as a bank, risk management is integral to everything we do. We value individuals who take responsibility, act ethically for customers and colleagues, and are proactive in raising concerns.

What you will need:

• Experience in administrative roles handling high volumes of work and managing workloads.
• Some experience with generating invoice finance leads or working in credit control/support functions within invoice finance.
• Excellent relationship-building skills across various stakeholder levels.
• Exceptional customer service skills, as interaction with customers is essential.
• A keen eye for detail, especially regarding data protection and AML regulations.
• Strong diary management skills.
• An understanding of the risks associated with your role and their implications for yourself, Metro Bank, and stakeholders.

Our promise to you…

• Competitive salary, discretionary annual bonus, and comprehensive benefits including generous holiday allowance, pension scheme, healthcare, life assurance, and colleagues discounts.
• Training to support your success and internal career progression opportunities (around 40% of our hires are internal promotions!).