Client Service Adviser SBFL

Job Type:
Job Sector:
Customer Service
£16,000 to £17,000 per annum
Salary Description:
Minimum of £16,000 depending on experience
Skipton Building Society
Job Ref:

Do you have an enthusiastic approach and a positive "Can Do" attitude?

Are you a determined, resilient and confident communicator?

If you can answer "yes" to the above and you enjoy managing your own workload, whilst being a part of a dedicated and dynamic team, then this fantastic opportunity could be for you!

We are looking for someone who is passionate about delivering an outstanding service, is great at building relationships and has a passion to learn as the company grows and expands. Direct experience and formal qualifications are not necessary as full training is provided, with the opportunity to further your career within the Invoice Finance industry.
Package descriptionIn return for all your hard work and commitment, you will get the support and recognition you deserve. You can expect a structured training and development programme tailored to your needs. You will also be eligible for the following:

Competitive Employer pension contribution
Private medical insurance (only include this for grade 10 and above)
Company paid life assurance scheme
Company paid Group Income Protection scheme (only include this for grade 10 and above)
25 days holiday (plus bank holidays and the opportunity to participate in the annual Holiday Trading Scheme to buy/sell extra days)
Discretionary quarterly bonus scheme
Childcare vouchers
Volunteering days
Colleague discounts at a range of UK wide retailers, including holidays, restaurants, fashion, days out and more. Accessible via an online platform and mobile app.
Discounts/cashback on selected products and services
Employee Assistance Programme
Diverse culture

Skipton are an equal opportunities employer and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Main responsibilitiesJob Purpose

To protect the integrity of SBF investment
To optimise the income stream of SBF
To ensure clients receive a satisfactory level of service

Primary Duties

To be responsible for the sales ledger maintenance, month end reconciliation and credit control for a portfolio of Factored, White Label and Invoice Discounting clients
To be responsible for the accurate processing and allocation of all notification schedules, cash / BACS receipts and collating any necessary paperwork for a portfolio of clients
To report potential risk situations to the relevant parties
To be a supportive and participative team member ensuring that the duties of team members are effectively carried out in their absence
To build and maintain Client and Debtor relationships, promoting the name of SBF by providing a first class customer service
To generate possible prospective clients by recognising the opportunity of offering our services

Handling a portfolio of clients you will ensure: -

Outstanding customer service
Input accurately all the daily processing for clients
Accurate allocation and reconciliation of cash and credit notes
New debtors to be set up within 24 hours of receipt of suitable information
To chase all invoices from the Advance Notice of Disapprovals report
To chase each client’s top overdue accounts on a regular basis throughout the month
Achievement of monthly collection targets
To review each client’s disputes with the client at least once a month
Month end reconciliations
Ensure adherence to the practices and procedures
Sounding/verification exercises on a daily basis to ensure we are protecting the security of SBF
To take the appropriate legal action against Debtors when necessary
To deal with returned/bounced cheques in a timely manner


Ideal candidateExperience / Qualifications / Knowledge required:

Ability to work accurately and efficiently under pressure and to strict deadlines
Computer literate with fast, accurate keyboard skills
Minimum of two standard GCSE’s including Maths and English
The ambition to complete relevant industry qualifications (ABFA Foundation course)
Desirable: Experience in the Invoice Finance Industry, Credit Control


Decision Making
Attention to detail
Planning and Control

About the companySkipton Business Finance (SBFL) is a subsidiary of Skipton Building Society (SBS) and one of the UK's Leading Factoring & Invoice Discounting providers. We provide Factoring and Invoice discounting services to 100’s of companies across a wide range of industries. We have been established since 2001 and have previously been voted “best SME Factoring Provider”.

Visit our website to find out more on what we have to offer!

Contact Details:
Skipton Building Society
Tel: 01756 705046
Contact: Sophie Lambert

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