Experience

Conister

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Payment Officer

  • May 2023 - Present

  • To provide administrative support for all payment related areas of the business, or as instructed by line management. • Establish and maintain effective working relationships with co-workers and customers. • Promote and adhere to the Company’s culture and values. • Manage secondary rentals, issuing invoices and collecting payments • Manage EOL invoices • Generating and forwarding annual vat invoices (reference only, payable by DD) • Answer the telephone and deal with… Show more • To provide administrative support for all payment related areas of the business, or as instructed by line management. • Establish and maintain effective working relationships with co-workers and customers. • Promote and adhere to the Company’s culture and values. • Manage secondary rentals, issuing invoices and collecting payments • Manage EOL invoices • Generating and forwarding annual vat invoices (reference only, payable by DD) • Answer the telephone and deal with customer questions or queries in a professional and courteous manner. • Take responsibility for secondary authorisation checks on outward payments to ensure operational procedures have been adhered to during the origination and processes of applications. • Responsibility for secondary authorisation checks on KYC/CDD and High risk customers to ensure internal policies and procedures have been adhered to. • To assist with the checking, input and match payment instructions to customers, brokers and suppliers and follow authorisation processes as documented. • Assist with BACS reports and application of inward and outward payments to the banking systems. • Monitor and report on the administration processes and highlight issues to line management in a timely manner. • Assist with timely and accurate checking of claims, refunds, third party payments and changes in customer profiles. • Monitor and review the operational exception reports and highlight issues to line management and assist in identifying solutions. Show less • To provide administrative support for all payment related areas of the business, or as instructed by line management. • Establish and maintain effective working relationships with co-workers and customers. • Promote and adhere to the Company’s culture and values. • Manage secondary rentals, issuing invoices and collecting payments • Manage EOL invoices • Generating and forwarding annual vat invoices (reference only, payable by DD) • Answer the telephone and deal with… Show more • To provide administrative support for all payment related areas of the business, or as instructed by line management. • Establish and maintain effective working relationships with co-workers and customers. • Promote and adhere to the Company’s culture and values. • Manage secondary rentals, issuing invoices and collecting payments • Manage EOL invoices • Generating and forwarding annual vat invoices (reference only, payable by DD) • Answer the telephone and deal with customer questions or queries in a professional and courteous manner. • Take responsibility for secondary authorisation checks on outward payments to ensure operational procedures have been adhered to during the origination and processes of applications. • Responsibility for secondary authorisation checks on KYC/CDD and High risk customers to ensure internal policies and procedures have been adhered to. • To assist with the checking, input and match payment instructions to customers, brokers and suppliers and follow authorisation processes as documented. • Assist with BACS reports and application of inward and outward payments to the banking systems. • Monitor and report on the administration processes and highlight issues to line management in a timely manner. • Assist with timely and accurate checking of claims, refunds, third party payments and changes in customer profiles. • Monitor and review the operational exception reports and highlight issues to line management and assist in identifying solutions. Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Business Specialist

  • Nov 2019 - Jul 2023

  ●business account opening for new and existing small/medium size companies ●delegated authority to approve business loans and other lending up to 30k ●providing referrals to the third parties providers such as insurance and card payment system ●training and supporting new and exciting colleagues both face to face and via Zoom ● adapting to a fast pace and changing business environment to suport the financial challenges small/medium business where faced throughout pandemic… Show more ●business account opening for new and existing small/medium size companies ●delegated authority to approve business loans and other lending up to 30k ●providing referrals to the third parties providers such as insurance and card payment system ●training and supporting new and exciting colleagues both face to face and via Zoom ● adapting to a fast pace and changing business environment to suport the financial challenges small/medium business where faced throughout pandemic ●being put forward for all new work steams to assist with the government loans ensuring high level of efficiency and accuracy to meet the regulations set in place by the government, FCA and HSBC ●development wider skill set needed for changed and increased of responsibilities:such as regular training on key areas with the banking area.Using my knowledge and skills to be able to convert what approach and which services best suit the customer based on their business needs ●working under pressure to meet strict deadlines whilst showing initiative on how to become more effective

• Univeral banker

  • Oct 2017 - Nov 2019

  ●welcoming new customers to HSBC and helping them review their requirements ●setting up payments ●registering for Internet banking ●handling bereavement sensitively ●dealing with all lending and mortgage needs and identity needs to refer to Business Banking and Wealth Management group. ●assisting on the Premier floor,from covering the desk to taking on the Premier center coordinator role. ●I am accredited to open Premier accounts and I am also primary point of contact… Show more ●welcoming new customers to HSBC and helping them review their requirements ●setting up payments ●registering for Internet banking ●handling bereavement sensitively ●dealing with all lending and mortgage needs and identity needs to refer to Business Banking and Wealth Management group. ●assisting on the Premier floor,from covering the desk to taking on the Premier center coordinator role. ●I am accredited to open Premier accounts and I am also primary point of contact for Premier customers ●I have assisted in several large fraud cases where I have had to get the police involved to ensure that customer's security and safety as well as spotting and mitigate risks by escalating appropriately and raising unusual activity reports ●achieving consistently high KPI's including being one of the branches top for sing ups of "connected money "App and aditional account services such us overdrafts and personal loans ●personally,recognised by branch director for exceptional customer service resulting in being asked to take charge of customer service for the branch to improve branch performance ●progressed through Universal Banker training program allowing to offer services as decisions in principle for mortgages, business enquiries and bereavement