Account Executive - Skipton or Leeds

JOB TITLE: Account Executive

DEPARTMENT / LOCATION: Operations Department – Skipton or Leeds office.

REPORTS TO: Regional Operations Manager

JOB PURPOSE

  • Protect the integrity of SBF investment
  • Optimise the income stream of SBF
  • Ensure clients receive a satisfactory level of service
  • Support the Relationship Manager(s) and be the secondary communication link between SBF and a portfolio of clients

PRIMARY DUTIES

  • Resolve in an accurate and expeditious fashion any client queries
  • Provide support to clients ensuring that the client gets the maximum benefit from the service thus ensuring increased satisfaction, client longevity and operational efficiency
  • Assist the client take on process – ensuring all client accounts are set up accurately and within sanctioned parameters
  • Ensure that audited and management accounts and other necessary management information is received in a timely manner
  • Ensure client records and changes in client status are recorded and implemented promptly and correctly
  • Help develop and maintain good commercial relationships within SBF and with clients
  • Be a supportive and participative team member ensuring that the duties of team members are effectively carried out in their absence
  • To agree realistic funding limits for clients (up to agreed authority levels) in line with good commercial judgement

KEY PERFORMANCE INDICATORS

  • Contribute to the overall business targets in respect of income and profitability to ensure that annual financial objectives are exceeded
  • Fully participate in company initiatives in a positive and proactive manner, ensuring income lines are protected and additional fee’s charged in line with expectations
  • Adopt a straightforward and professional approach at all times to ensure all clients receive a high level of service in order to increase client satisfaction and extend client life
  • Ensure we operate effectively as a team and communicate to a high level in order to bring out the best in people and motivate staff at all levels by showing you are a team player
  • Take action to identify and improve your own work related skill set and knowledge in a way which will benefit the role

EXPERIENCE / QUALIFICATIONS / KNOWLEDGE REQUIRED

  • Educated to GCSE level
  • Invoice finance experience
  • Ability to work accurately and efficiently under pressure

COMPETENCIES

  • Communication
  • Initiative
  • Teamwork  
  • Perseverance
  • Listening
  • Man-management skills
  • Customer-focused
  • Decision making
  • Stress tolerance

 

For more information, please contact Tracey Grogan, Regional Operations Manager, on 07713 789 493 or email tgrogan@skiptonbf.co.uk