Operations Officer

We are seeking energetic and adaptable individuals to join our Operations team in various exciting roles.

These roles are the below:

Asset Finance Onboarding Officer

Customer Services Officer

Lending Onboarding Officer

Savings Officer

After an initial screening call, selected candidates will be invited to our offices for a collaborative half-day session with fellow applicants. This event includes opportunities to connect with hiring managers for various roles and to engage directly with our COO.

This event will take place on the 25th April (subject to change).

About the Role - Savings

As a Savings & Onboarding Officer within our Account Management team, you will be responsible for providing a swift onboarding of personal and business customers together with allocating payments to account and managing customer queries and tasks involving more intricate processes, for example Business Onboarding, POA & Deceased.

The Savings team is responsible for account opening/onboarding, reviewing customer due diligence, processing payments in and out, supporting customers in managing maturity instructions and any general queries they may have regarding existing accounts, new applications or information on product/rates we have available.

As a bank, proud to service our customers we must, treat customers fairly in all that we do. Ensure that all savings team procedures are followed and adhered to.

About the Role - Asset Finance

As an Onboarding Officer within our Asset Finance Operations team, you will be responsible for supporting the sales team in delivery of the business plan by receiving finance proposals and undertaking defined process steps to check companies and individuals through our onboarding journey.

The Asset Finance team is responsible for onboarding, including due diligence checks, undertaking personal identity checks, preparing legal documentation, ensuring bank verification and handling and resolving any broker queries.

As a bank, proud to service our customers we must, treat customers fairly in all that we do. Ensure that all savings team procedures are followed and adhered to.

About the Role - Lending

As a Lending Onboarding Officer within our Lending team, you will be responsible for managing cases through our onboarding journey for our lending products. This includes performing all due diligence checks and you will need to have the ability to investigate any queries escalating with our compliance area if required.

Our lending business is mainly secured by putting in place either Agricultural Charges, Land or Building Charges. The role requires building rapport and working closely with the Relationship Managers in instructing external solicitors and valuers as well as management of your own cases through the process which will mean working closely with the Oxbury credit team, external solicitors, or Land Registry in obtaining the necessary documents to be completed.

As a bank, proud to service our customers we must, treat customers fairly in all that we do. Ensure that all Lending team procedures are followed and adhered to.

About the Role - Customer Service

As a Customer Services Officer within our Lending team, you will be responsible for providing high quality service to our customers. In this role you will resolve inbound and outbound customer queries, offering solutions and building great customer relationships.

The Customer Services team is responsible for handling and resolving customer queries in a timely manner, undertake user acceptance training, liaise with internal stakeholders from our Relationship Management team, build relationships with existing and new distributors to become a trust point of contact and undertake new campaigns.

We’re a huge fan of teamwork

Do you collaborate with colleagues to ensure customer queries and issues are resolved and communicated quickly? Are you comfortable in working to SLA’s? Do you believe in sharing best practice with your colleagues and communicating this along with any ideas for improvement?

Essential Skills / Experience

• 2 years + customer services experience, preferably in a financial services environment.

• Clear and concise communication skills via telephone, webchat and email.

• Good numerical skills.

• Demonstrable experience of adhering to SLA’s, policies and processes.

Desirable Skills / Experience

• Experience of working within a savings team within a bank, building society or financial services company.

• Knowledge of customer due diligence within the financial services sector.

• Agricultural knowledge or background would be welcome.

• Reliable, honest and can contribute to create a thriving culture.

• A passion for delivering outstanding customer service.

• Desire to continually develop and improve.

• Experience of working with vulnerable customers.

• Knowledge of regulatory policies within the financial services sector

• Technical skills, able to use a variety of systems

• Able to work in a fast-paced environment where change is embraced

• Keen attention to detail.

• Legal / paralegal experience

Alongside this we can offer you:

• A very competitive salary with an excellent benefits package.

• 25 days holiday, plus 8 days bank holiday (this increases with service).

• Oxbury Award (Bonus scheme).

• Free Personal Training session every week.

• Private Medical Healthcare.

• Employee Assistance Programme.

• Life Insurance.

• Enhanced maternity/paternity leave.

• Employee referral scheme.