New Accounts Assessor

Carlsberg Group; Leeds; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Monthly product allowance – alcoholic

Private Medical options

Life Assurance

Company bonus scheme

Access to 24/7 GP services

Enhanced pension contribution

Discounts at high street

Job summary

Carlsberg Marston’s Brewing Company in Leeds is seeking a New Accounts Assessor to evaluate, onboard and manage new trade accounts. This role requires performing Know Your Customer checks, credit history analysis, and adherence to policy to ensure sound account opening decisions.

You will collaborate with Sales and Compliance, create accounts in SAP, and support risk management while enabling growth and customer satisfaction.

Qualifications

• Experience in a credit or onboarding role evaluating financial information.
• string

Responsibilities

• Evaluate new account applications and perform risk assessments.
• 2

Skills

Analytical thinking

Communication

Problem solving

Attention to detail

Time management

Organisational skills

Negotation skills

Stakeholder management

Cross-departmental coordination

Tools

SAP

Excel

MS Office 365

Job description

Location: Leeds - Selby Road, GB

Entity / company: Carlsberg Marston’s Brewing Company

New Accounts Assessor

Job Title: New Accounts Assessor

Job Length: Full Time, Permanent

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


• 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 Britvic’s brands include J2O, Robinsons, Tango and London Essence along with the licence rights to the Pepsi portfolio in the UK including Pepsi MAX, 7UP, poppi, Lipton Iced Tea and Rockstar Energy.

With a strong national footprint, the Carlsberg Britvic business includes 5 production facilities and 16 logistics depot’s 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:

To evaluate, create, and onboard new customer trade accounts in a timely and efficient manner, including

• Checking and verifying key information collected from applicants is correct to ensure sound, well-informed, nonjudgmental decisions


• Conduct Know Your Customer checks and Third-Party Screening


• Evaluation of key financial metrics – credit history, payment behaviours, debt levels


• Strict adherence to policy in respect of account opening


• Collaborating effectively with the Sales teams to ensure customer satisfaction and retention


• Minimising risk and exposure whilst maximising volume and profit

Role Responsibilities:

• Ensure all documentation is correctly received/signed, enabling correct searches to be carried out


• Full risk assessment of new account applications, including analysis of searches, financial analysis, compliance checks, and review of trade experience – to include some basic underwriting


• Ability to extract relevant information from multiple sources and formats


• Drafting referrals for management by consolidating and presenting essential information in a clear, structured format.


• Ensure all documentation relating to the new account is scanned into the customer's file within 48 hours of the account being authorised to trade


• Maintain a close working relationship with all Business Partners and demonstrate excellent customer service to both internal and external customers.


• Compliance with the company’s third-party screening policy and GDPR policy


• Exercise independent decision-making where appropriate. When problems arise, bring them to the attention of management with suggestions and optimal solutions.


• Create accounts in SAP


• The above list of accountabilities is not exhaustive

Experience and Key Attributes:

• Professional manner – the use of clear and concise language


• Ability to work effectively in a fast-paced environment


• Proactive mindset, eye for detail, logical thinker, strong time management, ability to organise efficiently, and confidence to challenge


• Strong analytical, investigatory, communication, and problem-solving skills


• Ability to identify the audience and to understand their needs to help establish rapport and trust


• Cross-departmental coordination


• Use Excel to perform intermediate tasks such as formulas, charts, and pivot tables


• Demonstrate a positive and enthusiastic attitude towards work and challenges


• 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


• Knowledge of ERP (SAP) and 365 Office systems


• Experience with credit policies, underwriting skills


• Experience in analysing financial accounts/credit reference company reports


• Aptitude for problem-solving with the ability to work using own initiative


• Experience in a similar credit role assessing financial information

This is an exciting time to join our newly formed business – with their incredible individual history’s, innovation of products and some of the UK’s 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.