Credit Fulfilment Assistant

Edinburgh, United Kingdom

Credit Fulfilment Assistant

Edinburgh, United Kingdom

Join us as a Credit Fulfilment Assistant

  • This is an excellent opportunity to support our private bankers and help them to provide a seamless client experience
  • We’ll look to you to exercise your critical thinking and judgement skills to consistently undertake comprehensive non-financial and financial risk analysis in your work
  • It’s a great chance to hit the ground running and make a tangible impact on our function, while enjoying lots of colleague and client engagement

What you'll do

Joining us in Credit Fulfilment, you’ll be assisting our private bankers regarding credit stewardship. You’ll be their point of contact for general credit portfolio matters and supporting them to deliver a seamless service to their clients.

We’ll look to you to make sure that policies and procedures are followed for all client business and identify marketing opportunities to drive cross selling and potentially gain referrals. 

You’ll also be:

  • Maintaining your banking and credit product knowledge and understanding of the wider market and industry 
  • Assisting with client service improvements to maintain high satisfaction 
  • Making sure that all risks have been identified and effective controls are in place to monitor, manage and mitigate these risks
  • Providing research, data analysis, solutions and reports in relation to credit situations
  • Maintaining contact with clients to manage your credit workflow
  • Maintaining green dashboards across Credit Fulfilment

The skills you'll need

We want you to succeed in this role, so you’ll need a track record of meeting quality assurance, service and risk targets in a regulated environment. You’ll be able to work with high levels of accuracy and attention to detail and you’ll have good communication skills.

As well as this, you’ll bring:

  • Strong analytical skills to interpret and draw meaningful conclusions from data 
  • Strong knowledge of credit stewardship policies and dashboards
  • The ability to collaborate at all levels across an organisation
  • Knowledge of general banking, credit and associated operational risks
  • An understanding of Avaloq would be beneficial

If you need any adjustments to support your application, such as information in alternative formats or special requirements to access our buildings, or if you’re eligible under the Disability Confident Scheme please contact us and we’ll do everything we can to help.

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