Operations Executive

Posted 4 days ago by CBC Resourcing Solutions
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Operations Executive


£25,000 to £28,000 per annum plus fantastic bonus and benefits

Our client is a successful bank backed leasing operation who is keen to appoint a Operations Executive to their London based team.

The successful candidate will;

  • Manage day to day onboarding of retail customers, whether new, existing or returning. Overall processing of Savings applications from end to end.
  • This includes performing KYC checks and liaising with customers as required and managing customer queries whether by telephone, email or letter.
  • Monitor and manage the CRM dashboard to 'process’ applicants through the onboarding process
  • Perform KYC / AML checks for Savings clients as required and in accordance FinCrime procedures
  • Maintain appropriate electronic records for existing and potential clients
  • Communicate with Savings clients as appropriate
  • Answer telephone and written enquiries (postal and via email) regarding the Savings products, including achange requests, notification of deceased, early termination requests and complaints
  • Manage the processing of incoming cheques and ensure that they are banked

This is a fantastic opportunity for someone who would like to pursue a career in Risk.

In the first instance please send your CV in confidence to Lucy Davies

Reference: 42460215

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