New Accounts Assessor

Frontpage; Leeds; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading beverage supplier based in the UK is seeking a New Accounts Assessor to join their team in Leeds. This role involves verifying applicant information and conducting thorough financial assessments to ensure compliance with account-opening policies. The successful candidate will work closely with sales teams to deliver exceptional customer service while mitigating risks. Strong analytical skills, attention to detail, and experience in a financial assessment role are essential. This position offers a competitive salary and extensive benefits including private medical options and a company bonus scheme.

Benefits

Monthly product allowance

Private Medical options

Life Assurance

Company bonus scheme

Access to 24/7 GP services

Enhanced pension contribution

Generous holiday

High street discounts

Qualifications

• Experience in a credit role assessing financial information.
• Ability to work in a fast-paced environment.
• Strong organizational skills with attention to detail.

Responsibilities

• Verify applicant information and assess financial indicators.
• Conduct risk assessments on new account applications.
• Prepare structured referrals for management.

Skills

Financial analysis

Communication skills

Risk assessment

Analytical skills

Problem-solving

Negotiation skills

Customer rapport

Tools

ERP (SAP)

Excel

Job description

Job Title : New Accounts Assessor

Location : Leeds LS25

Job Length : Permanent Full Time

Competitive Salary with extensive benefits :

• Monthly product allowance alcoholic & non-alcoholic options available
• Private Medical options
• Life Assurance
• Company bonus scheme
• Access to 24 / 7 GP services
• Enhanced pension contribution
• Generous holiday (inc bank holidays)
• Access to a range of high street discounts

Carlsberg Britvic is the largest multi-beverage supplier in the UK and is home to some of the most iconic and popular beers & soft drinks including Carlsberg Danish Pilsner 1664 Poretti and Brooklyn to ale favourites such as Hobgoblin and Wainwright. For soft drinks Carlsberg Britvics brands include J2O Robinsons Tango and London Essence along with the licence rights to the Pepsi portfolio in the UK including Pepsi MAX 7UP Lipton Iced Tea and Rockstar Energy.

With a strong national footprint the Carlsberg Britvic business includes 6 production facilities and 16 logistics depots servicing customers up and down the UK. As these two historical businesses have come together the one common goal remains and that is ensuring our people succeed.

About the role

As New Accounts Assessor you will verify applicant information and assess key financial indicators like credit history and payment behaviour ensuring compliance with account-opening policies. Working closely with our Sales Teams youll help deliver great customer experiences while minimising risk and driving business growth.

Role Responsibilities

• Ensure all documentation is complete and signed enabling accurate searches and smooth processing.
• Carry out thorough risk assessments on new account applications including financial analysis compliance checks and basic underwriting.
• Gather and interpret key information from multiple sources to support informed decisions.
• Prepare clear structured referrals for management presenting essential details concisely.
• Upload all new account documentation within 48 hours of authorization to maintain accurate records.
• Build strong relationships with business partners and deliver exceptional service to internal and external customers.
• Uphold compliance with third-party screening and GDPR policies.
• Make independent decisions where appropriate and proactively escalate issues with solutions.

Experience and Key Attributes

• Previous experience in a similar credit role assessing financial information.
• Ability to work effectively in a fast-paced environment.
• Working knowledge of ERP (SAP) Excel.
• Ability to establish a rapport with customers and understand their needs.
• A strong eye for detail with the ability to organise effectively and the confidence to challenge.
• Strong analytical investigatory and problem-solving skills.
• Apply innovative and forward-thinking solutions to improve processes and outcomes.
• Ability to negotiate effectively and influence key stakeholders to achieve the best risk outcome.

Our commitment to diversity equity & inclusion

We welcome applications from people of all backgrounds identities and experiences - including those of different races ethnicities genders sexual orientations ages abilities religions and socioeconomic statuses. We actively seek to create a safe and inclusive environment for all of our colleagues where diverse perspectives are welcomed and inclusive practices are embedded in everything we do.

We are happy to support accessibility needs to ensure a fair and equitable experience for all candidates so please do let us know if you require any adjustments during the recruitment process.

Application Process

We read applications continuously and vacancies may be filled anytime so please apply as early as possible.

We look forward to receiving your application.

This is an exciting time to join our newly formed business with their incredible individual historys innovation of products and some of the UKs most iconic brands Carlsberg Britvic strives to deliver the best service to our customers and consumers. We aim to make a difference bringing together two diverse companies our global reach enables opportunity growth and a chance to work with some fantastic people.

Key Skills

Intelligence,Information Technology Sales,Accounts,Auto Parts,Data Analysis

Employment Type : Full-Time

Experience : years

Vacancy : 1