Job Description
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.
1. Process and reconcile all incoming and outgoing payments across multiple products
2. Complete daily control attestations to ensure accuracy and compliance
3. Manage Direct Debit setups, updates (ADDACS), AML checks, and source of funds verification
4. Organise and prioritise your workload to meet deadlines and s...