Duties in this role will include:
Building an understanding of the bank’s products and services
Establish and maintain effective working relationships with key stakeholders
Be flexible with your approach and open to moving between teams and projects
Ensure all accountabilities are undertaken in accordance with the Bank’s policies and procedures
Display a clear, proactive approach to each task in each selected area
Adhere to the Bank’s brand and culture values
Ensure good customer outcomes form the basis of the work completed in each area
Operating various software applications, ensuring data held in systems is accurate and take part in data cleansing activities
Keeping administrative tasks up to date, ensuring that we are not retaining information longer than required
Interact with other teams as necessary to ensure that quality and service levels are achieved
Identify areas for development and process improvement to feed back
Operating various Microsoft Office applications to update, track and amend information and documents
Ensure full compliance with relevant legal and regulatory requirements, and appropriate CCB policies
Report any risk events, and appropriate errors and issues, in accordance with the agreed CCB process
Provide wider support across the Bank with administrative tasks, as work volumes require
Ensure all tasks are completed with professionalism and to the highest standards
Complete NVQ level 3 Business Administration
How you will be supported:
Full training and support will be provided by The Growth Company to help you achieve your apprenticeship and reach your full potential in your role
What will happen next:
New applicants to The Growth Company who meet any basic entry requirements of the role will be contacted within two working days to be invited to meet a member of our team
You will then have the opportunity to find out:
More about this vacancy and any others you are suitable for
Any training you need to complete
What the next steps will be
Training:
Business Administrator Level 3 Apprenticeship Standard
Training Outcome:
Possible progression within the company and progression onto the next level apprenticeship
Employer Description:Owned by Trinity Hall, Cambridge and Cambridgeshire Local Government Pension Fund, we are the result of two well-respected institutions who joined together to create a responsible expert-banking specialist. Our main aim was to bring back all the great elements of a traditional bank, combining these with all the speed, efficiency and innovation of a contemporary lender. The result? A fast and flexible way to invest and grow with us, and safely save with us.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Number skills,Team working,Non judgemental,Commercial awareness,Honest,Self-motivated,Able to prioritise....Read more...
Role Purpose:
Provide support to the MFB sales team by case managing files accurately within prescribed timescales, ensuring excellent customer service. Support other Case Managers to help the company achieve its objectives.
Key Responsibilities:
Build and maintain effective relationships with new and existing clients
Act as the first point of contact for clients, lenders, and conveyancers at all stages of the mortgage process
Respond promptly and accurately to telephone calls, emails, and correspondence
Liaise with Mortgage Consultants to update progress and resolve queries
Escalate specific issues to the Line Manager for discussion and resolution
Embrace and contribute positively to the firm’s Mission, Vision, and Values
Work within prescribed procedures and practices
Input, update, and maintain data so systems and files reflect current positions
Produce written correspondence and documents using standard formats
Manage diary systems to monitor cases and progress chase as needed
Follow case progress from initial application through legal completion and beyond
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:We want all candidates to progress onto the Level 3 Mortgage Adviser. We are hoping that all candidates will remain full-time employed with us after their apprenticeships end.Employer Description:Independent, privately owned, Directly authorised, whole of Market Mortgage finance Brokerage.
Starting out small in 1990, we’ve grown to be one of the UK’s most respected and award-winning mortgage brokerages. Most importantly, we’ve kept the client at the heart of everything we do, and our independent, family-owned approach means we will always take the time and effort to understand our clients mortgage finance needs, and we have achieved the coveted 5/5 on Trust pilot
Specialising in all types of property finance including Buy to Let, Residential, Commercial, Holiday Lets, Development Finance, Commercial finance, Short Term / Bridging Finance.Working Hours :Monday to Friday between 8.30am to 5.30pm.Skills: Communication skills,Team working,Initiative,Friendly,Confident....Read more...
