Client Banking & Reconciliation Executive
About People’s Partnership:
At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financial adventure where everyone's a winner, fuelled by our exceptional service and brought to life by the fantastic individuals who work for us. We're a diverse employer with a flexible, hybrid working approach, ensuring everyone gets the opportunity to come to work and be the best version of themselves.
What you'll be doing:
Join our Client Banking team and help deliver a seamless customer experience by ensuring payments are processed securely, efficiently, and in line with customer needs. You'll work collaboratively across teams to uphold compliance standards, mitigate risk, and support our commitment to Treating Customers Fairly and Consumer Duty.
* Process and reconcile all incoming and outgoing payments across multiple products
* Complete daily control attestations to ensure accuracy and compliance
* Manage Direct Debit setups, updates (ADDACS), AML checks, and source of funds verification
* Organise and prioritise your workload to meet deadlines and service standards
* Support colleagues by resolving queries and sharing knowledge to maintain quality
* Build strong relationships with internal teams, customers, and third parties
* Maintain and improve process documentation, identifying opportunities to enhance the customer journey
What we’re looking for:
* GCSEs or equivalent experience in a financial or professional setting
* Confident using Microsoft Excel and Word
* Strong customer service skills with a proactive approach
* Excellent attention to detail and comfortable working with numbers
What you can expect from us:
* Generous pension contributions with an employer contribution of up to 14%
* Real living wage
* Income protection, critical illness cover & death in service insurance
* Employee healthcare
* Parental and adoption leave
* Learning & development opportunities and study support
* Travel season ticket loans
* Subsidised restaurant in our Crawley office
* Volunteering days and charity payroll giving
* Onsite gym
* Ride-to-Work scheme
* Social clubs and events
Disability Statement
People's Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People's Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.