Job Description

Team

Commercial & Private Banking

Location

Basildon

County

Essex

Ref #

23503

Closing Date

05-Aug-2025


We have been named a Top 10 "Most Loved Workplace" for the second year running! At Metro Bank, people come first - our culture is all about bringing the best out in our colleagues, and making sure everyone feels valued, respected, seen and included. We strongly believe in a diverse and inclusive workplace and to find the very best person for the job, we always look across a wide range of diverse communities. We are also all about balance so most of our jobs offer the opportunity for hybrid working built around your role and home life, wherever possible.

The role requires to be office-based in Basildon twice per week.

What you will do:

Attend meetings with our Business Development Directors (BDDs) and Relationship Managers (RMs) to understand and learn about new business and existing customers, whilst supporting the BDD progress opportunities through the new business pipeline. Provide support to the BDDs reviewing Searches for any Credit Risk including Financial Crime, obtaining, and reviewing ID. Review and analyse Financial Year End Accounts and Management Information. Provide support through the Take on Process following successful Credit Sanction through to completion, including completion of the Take on Checklist (TOCL), interacting with any outgoing Invoice Financier by scheduling the transfer and ensuring all Condition Precedents have been completed Assisting the Relationship Managers with their Customer Reviews, which will include requesting all required information, the review of bank statements, obtaining HMRC confirmation and reviewing trade creditors. Support the RM by reviewing any Experian Alert Change for customers and the Direct Paid report Using our internal risk system (Risk Factor) for our existing customers, you will monitor and support the RM on any Overpaid Accounts, Monitoring Operation Conditions, Follow Up actions and Schedules Support RMs & BDDs with the completion of Credit Risk Grading Applications (CRGA) and any Ongoing Due Diligence required. Develop and maintain relationships with key stakeholders internally, such as Senior Leadership Team, Credit Partners, Business Support Team, Relationship Management Team.


And... we are a bank so risk is a part of everything we do. We love people who take responsibility, do the right thing for customers, colleagues and Metro Bank and have the ability to call out any concerns.

What you will need:

You will have undertaken various administrative roles where you have dealt with high volumes of work and needed to manage work loads You will have some experience with generating invoice finance leads or working in an invoice finance business in credit control or support function You will be amazing at building relationships with a wide range of stakeholders at various levels It goes without saying that amazing customer service skills are a must as you will be interacting with our customers You will have a strong eye for detail, specifically when it comes to data protection and AML regulation Strong diary management is essential Understand the risks associated with your job and what that means for you, Metro Bank and all our stakeholders

Our promise to you...

We will make sure that you are well-rewarded by providing you with a competitive salary, discretionary annual bonus, and a wide range of benefits, including generous holiday allowance, attractive pension scheme, healthcare, life assurance, and a number of colleague discounts! We will give you the training to ensure you succeed in your role and plenty of internal opportunities to progress your career (around 40% of our recruitment comes from internal promotions!).

Important Footnote

Diverse teams really are the best teams. We know that candidates (especially women, research tells us) may be put off applying for a job unless they can tick every box. We also know that 'normal' office hours aren't always doable, and while we can't accommodate every flexible working request we are happy to be asked. So if you are excited about working with us and think you can do much of what we are looking for but aren't sure if you are 100% there yet... why not give it a whirl? Please note that sometimes we may close a job earlier for applications if we are inundated with amazing candidates.. Good luck!