Client executive

Southampton
Permanent
Paragon Banking Group PLC
Client executive
Posted: 15 June
The role

About The Role

Let’s grow together!

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, working together, we use our specialist expertise to help them achieve their ambitions and build a sustainable future. If you’re an experienced Client Executive looking for an opportunity to grow in a friendly environment, we’re looking for you!

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

Brief description
We are looking to appoint a client executive within the invoice finance team delivering credit control and front-line ledger risk management. The candidate will need to demonstrate good team working skills and an aptitude in managing debtor relationships.

Purpose of the role
Support Relationship Managers in the delivery of invoice finance facilities, undertaking credit control and ledger verification, identifying threats to the integrity of our security, together with processing of payments and cash.

Duties and responsibilities
  • Help in development of strong relationships with clients and debtors
  • Undertake telephone and email credit control
  • Maintain accurate notes
  • Completion of invoice discounting reconciliation reports (if invoice discounting team)
  • Identify threats to our security as a result of ledger verification and chasing
  • Processing and analysis of invoices and credit notes
  • Preparation of monthly compliance reports reviewing client management information
  • Raise payments in accordance with mandate
  • Support the invoice team in achieving its core objectives
  • Identify new business opportunities from collection activity
  • Daily processing of bank statements

    • About You

    What you’ll bring to the team
  • Experienced credit controller
  • IT literate and competency in Microsoft Word, Outlook and Excel
  • Excellent telephone manner balancing firm with gentle manner as appropriate
  • Credible when engaging with business owners and ability to develop relationships
  • Team player and flexible, prepared to help others in achievement of team goals
  • Organised with ability to manage time particularly when working under time pressures
  • Professional and ability to work with confidential information
  • Desire to develop learning and industry knowledge
    • Qualifications and experience
    Ideally should have previous invoice finance experience.

    Even if you don’t meet all the criteria, we encourage you to apply. At Paragon, we value diversity and we’re excited to hear from passionate individuals like you! If you’re ready to contribute to the team, please apply.

    Further information on the role can be found in the Purpose and Performance Profile (PPP), which is downloadable on this page.

    Please note, applicants must have the right to work in the UK. We do not offer visa sponsorship.

    Working hours Monday to Friday 37.5 hours a week. We do encourage hybrid working which can be discussed at interview stage.

    Inclusion
    As a Disability Confident Employer, we want to ensure that our vacancies are accessible for everyone. If you have a disability, long term health condition or are neurodiverse and need us to adjust our recruitment process please get in touch with our recruitment team.

    About Us

    What can we offer you?

  • Generous Holiday Allowance: Starting from 25 days and climbing to 30, you also get to enjoy a day off for your birthday, Christmas Eve, and New Year’s Eve. You can also buy or sell up to a week’s leave
  • Share Save Scheme: Annually, you have the opportunity to buy shares in Paragon at a discounted rate
  • Profit Related Pay: We share some of our annual profit with our eligible employees
  • Pension Plan: We contribute up to 10% of your annual salary towards your pension
  • Family Friendly policies: We offer enhanced parental pay and paid time off for fertility treatment
  • Employee Discounts: Enjoy exclusive discounts on entertainment, travel, shopping, motoring and more
  • Volunteering Day: Contribute to causes you care about with one volunteering day per year
  • Life Assurance and Personal Accident Cover

    • Be flexible

    We promote flexibility around how and where we work so that you can achieve a healthier work-life balance. We operate hybrid working, splitting our week between the office and home.

    Be yourself

    As an equal opportunities employer, we welcome diversity and care about inclusion. That’s why we want you to be your whole self at work. We believe an inclusive workplace is good for each of us, great for our customers and better for our business. Our Equality, Diversity and Inclusion Network meets regularly to share challenges, experience, and ideas to build a more equal, diverse, and inclusive business.

    Be heard

    We listen to your point of view, with our People Forum and regular employee surveys making sure you can use your voice and influence our future.

    Be well

    We will give you access to a range of tools and resources to support your wellbeing. This will include a digital GP service via our free Employee Assistance Programme, access to our Wellbeing team to connect you with the help you need to get more out of life and our Vitality at Work programme to provide you with discounted gym membership, fitness equipment and another multitude of wellbeing services.

    Be better

    We want you to reach your potential and, as a Platinum Investors in People employer, we’ll encourage you to learn and develop by building a personalised development plan together with your manager.

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