Client Executive

Paragon Bank; Southampton; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading bank is seeking a Client Executive in the invoice finance team. This role supports Relationship Managers with credit control and ledger management while fostering client relationships in a hybrid working environment. The ideal candidate will have a background in invoice finance and demonstrate excellent communication and organizational skills.

Benefits

Generous holiday allowance of 25 days

Share Save Scheme

Profit sharing

Up to 10% employer contribution to pension

Enhanced parental pay

Employee discounts

Annual volunteering day

Life assurance and personal accident cover

Qualifications

• Previous invoice finance experience preferred.
• Experience as a credit controller is essential.
• Willingness to learn and develop industry knowledge.

Responsibilities

• Develop strong relationships with clients and debtors.
• Conduct credit control via phone and email.
• Prepare compliance reports and reconcile invoices.

Skills

Credit control

IT literacy

Relationship development

Organizational skills

Professionalism

Tools

Word

Outlook

Excel

Job description

A Platinum Investors in People employer and an award-winning UK bank, focused on growth. Our customers include savers and businesses across the UK, and together we use our expertise to help them achieve their ambitions and build a sustainable future. If you’re an experienced Client Executive seeking growth in a friendly environment, we want to hear from you!

We’re flexible, inclusive, committed to your wellbeing, and passionate about your potential. Let’s grow together!

Brief description

We are looking to appoint a client executive within the invoice finance team, responsible for credit control and ledger risk management. The candidate should demonstrate good teamwork skills and an aptitude for managing debtor relationships.

Purpose of the role

Support Relationship Managers in delivering invoice finance facilities, including credit control, ledger verification, and payment processing, while identifying threats to security.

Duties and responsibilities

• Develop strong relationships with clients and debtors
• Conduct telephone and email credit control
• Maintain accurate notes
• Complete invoice discounting reconciliation reports (if applicable)
• Identify security threats through ledger verification and chasing
• Analyze invoices and credit notes
• Prepare monthly compliance reports
• Raise payments according to mandates
• Support the invoice team in achieving objectives
• Identify new business opportunities from collection activities
• Process bank statements daily

About You

Skills

• Experienced credit controller
• IT literate: proficient in Word, Outlook, Excel
• Excellent telephone manner, firm yet gentle as appropriate
• Credible engagement with business owners and relationship development skills
• Team player, flexible, helpful attitude
• Organized, able to manage time effectively under pressure
• Professional, able to handle confidential information
• Desire to learn and develop industry knowledge

Qualifications and experience

Previous invoice finance experience is preferred. We encourage applications even if you don’t meet all criteria. We value diversity and welcome passionate individuals to join us.

Working hours

Monday to Friday - hybrid role

Inclusion

As a Disability Confident Employer, we ensure our vacancies are accessible. If adjustments are needed during recruitment, please contact our team.

About Us

What we offer:

• Generous holiday allowance starting at 25 days, plus additional days off for your birthday, Christmas Eve, and New Year’s Eve. Option to buy or sell leave.
• Share Save Scheme: opportunity to buy shares at a discount
• Profit sharing: sharing part of our annual profit
• Pension scheme: up to 10% employer contribution
• Family-friendly policies: enhanced parental pay, fertility leave
• Employee discounts on various services
• Volunteering day annually
• Life assurance and personal accident cover

Work-life balance and inclusion

We promote flexible working and support diversity and inclusion through our initiatives and policies. We listen to your voice via our People Forum and surveys. We provide wellbeing resources, including a digital GP, wellbeing team, and discounted gym memberships. Our goal is to help you reach your potential through personalized development plans.