Process Advisor - Sales Finance

Process Advisor - Sales Finance
Manchester

As a Barclays Process Advisor, you will be responsible for processing high volumes of transactions with speed and accuracy within strict deadlines to achieve team and individual targets so providing a high level of Customer Service. Maintaining close working relationship with origination and the transactional movement with additional operations colleagues to ensure smooth experience for the client throughout their sales finance journey.

Barclays is one of the world's largest and most respected financial institutions, with 329 years of success, quality, and innovation behind us. We offer careers that provide endless opportunity – helping millions of individuals and businesses thrive and creating financial and digital solutions that the world now takes for granted.

We are currently in the early stages of implementing a hybrid working environment, which means that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. We’re flexible on how this works and it may continue to change and evolve. Depending on your team, typically this means that colleagues spend a minimum of between 20% to 60% of their time in the office, which could be over a week, a month, or a quarter. However, some colleagues may choose to spend more time in the office over a typical period than their role type requires. We also have a flexible working process where, subject to business needs, all colleagues globally can request work patterns to reflect their personal circumstances.
Please discuss the detail of the working pattern options for the role with the hiring manager.

What will you be doing?

• Organising individual workflow ensuring that high volumes of various types of enquiries are processed to achieve agreed SLA’s
• Taking incoming client instructions via telephone, performing risk-based security checks
• Investigating, resolving, and initiating correspondence in respect of incoming enquiries and issues from customers, and coverage
• Examining client transactions and supporting documentation to ensure workability of request against the agreed detail
• Acting as a point of reference in respect of query resolution for both UK and overseas processing teams, always ensuring an excellent client experience
• Maintaining and enhancing own technical and specialist knowledge to develop that of others through coaching and the identification of training needs
• Updating Sales Finance systems with instructions in a concise manner
• Contributing to team performance through maintaining a flexible approach and being receptive to change

What we’re looking for:

• Customer focused with good oral and written communication skills
• Motivated, high performing individual with proven experience of working with other colleagues, to achieve their objectives
• Ability to organise and priorities workloads
• Risk Management - ability to interpret and apply policies and procedures and make sound, risk-based decisions

Skills that will help you in the role

• Managing ongoing customer portfolio /Pipeline
• Previous experience of working in a customer-servicing environment is desirable, to enable the jobholder to understand the types of issues and problems which occur

Where will you be working?

Based in our Manchester office, which is in the heart of the city centre. Offering a modern working environment, with restaurants, bars and gyms just a stone’s throw away from the office.

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