Job Description

• Accountable for balancing and accomplishing day to day workload and priorities in a fast paced environment.
• Processing inbound customer ID&V documentation.
• Responding to all inbound electronic traffic (emails).
• Managing applicable Broker processes.
• Participating in testing new system changes as and when required.
• Own and drive resolution of Broker and end Client issues.
• Maintain Close Brothers Premium Finance compliance with all applicable regulation.
• Review available systems and or relevant data sources to establish the nature and substance of complaints received, evaluate customer detriment, and make fair and reasoned decisions in a timely manner and in line with TCF principles.
• Be a driver of an inclusive and engaging work environment.

Risk & Compliance

• Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
• Escalate issues and process gaps where identified to the line manager, while developing a knowledge of the risks posed by both the operational environment and the conduct of the bank.
• Complete all online regulatory training when required by the business.
• Behave at all times in line with Close Brothers Premium Finance ‘Vision and Values’

Required Knowledge, Skills, and Abilities