248 Banking Executive jobs in the United Kingdom
Client Banking & Reconciliation Executive
Posted 2 days ago
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Job Description
Client Banking & Reconciliation Executive
About People’s Partnership:
At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financial adventure where everyone's a winner, fuelled by our exceptional service and brought to life by the fantastic individuals who work for us. We're a diverse employer with a flexible, hybrid working approach, ensuring everyone gets the opportunity to come to work and be the best version of themselves.
What you'll be doing:
Join our Client Banking team and help deliver a seamless customer experience by ensuring payments are processed securely, efficiently, and in line with customer needs. You'll work collaboratively across teams to uphold compliance standards, mitigate risk, and support our commitment to Treating Customers Fairly and Consumer Duty.
- Process and reconcile all incoming and outgoing payments across multiple products
- Complete daily control attestations to ensure accuracy and compliance
- Manage Direct Debit setups, updates (ADDACS), AML checks, and source of funds verification
- Organise and prioritise your workload to meet deadlines and service standards
- Support colleagues by resolving queries and sharing knowledge to maintain quality
- Build strong relationships with internal teams, customers, and third parties
- Maintain and improve process documentation, identifying opportunities to enhance the customer journey
What we’re looking for:
- GCSEs or equivalent experience in a financial or professional setting
- Confident using Microsoft Excel and Word
- Strong customer service skills with a proactive approach
- Excellent attention to detail and comfortable working with numbers
What you can expect from us:
- Generous pension contributions with an employer contribution of up to 14%
- Real living wage
- Income protection, critical illness cover & death in service insurance
- Employee healthcare
- Parental and adoption leave
- Learning & development opportunities and study support
- Travel season ticket loans
- Subsidised restaurant in our Crawley office
- Volunteering days and charity payroll giving
- Onsite gym
- Ride-to-Work scheme
- Social clubs and events
Disability Statement
People's Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People's Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.
Senior Banking Operations Specialist
Posted 1 day ago
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Job Description
The ideal candidate will possess a comprehensive understanding of banking processes, financial regulations, and operational risk management. Your responsibilities will include overseeing transaction processing, managing account services, and resolving complex operational issues. You will also be involved in the development and implementation of process improvements to enhance efficiency and reduce operational costs. Strong analytical skills are required to identify trends, analyze data, and recommend solutions to optimize operational workflows.
Key duties involve ensuring adherence to regulatory requirements (e.g., AML, KYC), conducting internal audits, and managing relationships with internal and external stakeholders. You will play a crucial role in training and mentoring junior team members, sharing your expertise and fostering a culture of excellence. Excellent communication and interpersonal skills are essential for effective collaboration within a hybrid team environment. This is an excellent opportunity for a seasoned banking professional to contribute to a leading financial organization and further develop their career in a challenging and rewarding setting.
Key Responsibilities:
- Oversee and execute daily banking operations, including transaction processing and settlements.
- Ensure compliance with all relevant banking regulations and internal policies.
- Manage and resolve complex operational issues and customer inquiries.
- Identify opportunities for process improvement and implement enhancements.
- Conduct internal audits and risk assessments of operational procedures.
- Collaborate with other departments to ensure seamless service delivery.
- Train and mentor junior operations staff.
- Maintain accurate operational records and documentation.
- Contribute to the development and implementation of new banking products and services.
- Bachelor's degree in Finance, Business Administration, or a related field.
- Minimum of 5 years of experience in banking operations.
- In-depth knowledge of banking products, services, and regulatory requirements.
- Strong analytical, problem-solving, and decision-making skills.
- Proficiency in banking software and operational systems.
- Excellent communication, interpersonal, and leadership abilities.
- Experience working in a hybrid or flexible work environment.
- Relevant professional certifications (e.g., CIB) are advantageous.
Head of Retail Banking Operations
Posted 1 day ago
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Job Description
Key Responsibilities:
- Provide strategic leadership and oversight for all retail banking operations, including branch services, customer support, and back-office functions.
- Develop and implement operational strategies to enhance efficiency, productivity, and profitability.
- Ensure compliance with all regulatory requirements, banking laws, and internal policies.
- Manage and mitigate operational risks, implementing robust control frameworks.
- Drive continuous improvement initiatives to optimise processes and workflows.
- Lead, mentor, and develop a team of operational managers and staff.
- Oversee the effective management of budgets and financial resources for the operations department.
- Collaborate with product development, marketing, and technology teams to support business goals.
- Champion a culture of service excellence and customer satisfaction.
- Monitor key performance indicators (KPIs) and report on operational performance to senior management.
- Lead digital transformation initiatives within the retail banking operations.
- Extensive experience (10+ years) in retail banking operations management, with a significant portion in a senior leadership capacity.
- Demonstrated expertise in financial services operations, risk management, and regulatory compliance.
- Proven ability to develop and execute strategic operational plans.
- Strong leadership and team-building skills, with a track record of developing high-performing teams.
- Excellent understanding of banking products, services, and customer needs.
- Exceptional analytical, problem-solving, and decision-making skills.
- Strong financial acumen and experience in budget management.
- Excellent communication and stakeholder management abilities.
- A degree in Business, Finance, or a related field; MBA or equivalent preferred.
Business Development Executive - Commercial Banking
Posted 25 days ago
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Job Description
MAIN OBJECTIVES:
The Business Development Executive – Business Banking, will be responsible for supporting an assigned Relationship Manager (RM) working in the Business Banking to meet and exceed the performance objectives of the assigned RM by establishing and developing new corporate target customer industry sectors aligned to the Bank’s strategy.
You must be focused, dedicated, always striving to exceed expectations, whilst maintaining strong and fruitful working relationships with any Business Banking Clients and your colleagues within the business to gain their trust and respect.
MAIN DUTIES
- Research, plan and implement new Business sectors to target that are aligned to the Bank’s strategy.
- Manage development projects and drive for the successful launch of new products in Business Banking.
- Be actively involved in all the relevant initiatives and activities across the business.
- Development & maintain effective marketing schedules.
- Develop/design campaign ideas for customer attraction.
- Acquire new business opportunities with a focus on Customers that hold larger Client balances specifically Financial Regulated Companies including APIs, EMIs, Brokers, Asset Management Firms, Wealth Management Firms and Fund Managers.
- Also acquire new business opportunities with a focus on payments and FX.
- Ensure that with new business sectors introduced service levels and facilities can be maintained and improved that will increase standards of customer service to achieve brand loyalty.
- Enable strong relationships with all 3rd parties to raise the profile of our brand in the market.
- Maintain good relationships with all colleagues within iFAST Global Bank Limited and the Group.
- Perform any other reasonable duties as and when the business requires.
- Enable strong relationships with all your colleagues and any clients to optimise utilisation of iFAST’s products and services.
- Support client retention strategies for all our new and existing customers.
- Cultivate knowledge: Participate in networking opportunities; read professional publications; grow your network.
Requirements
EDUCATION & TRAINING
- Ideally educated to degree level in a marketing, finance or business-related discipline, with demonstrable relevant experience.
- Required to keep up to date with the financial services and banking regulations.
- Ensure that you understand the Regulatory Licences applicable to Financial Institutions (training can be provided)
EXPERIENCE AND SKILLS REQUIRED:
- You must have a minimum of 2 years’ experience in a finance or marketing fields, ideally within Retail or Commercial Banking Sector environment.
- Success by meeting key business targets individually and/or collectively within a team.
- Demonstrable experience of providing innovative and creative ideas to drive and increase revenue growth.
- Structured, organised and methodical in your day-to-day planning.
- Ability to interact, persuade and influence key stakeholders.
- Knowledge of UK regulatory compliance requirements, AML/Financial Crime and risk management principles is preferred.
- Speaking Cantonese or Mandarin is a plus.
INDEPENDENT ACTION & DECISION MAKING
- Proactively manage your day-to-day activities ensuring that the appropriate policies and procedures are always adhered to.
- Carry out assignments according to bank’s policies, procedures and general directives providing independent assurance and recommendations to the Head Office.
ACCOUNTABILITY FOR ACTIONS/RESULTS
- Implement all necessary actions to achieve business objectives and successfully grow new business sector client bases as well as iFAST’s existing business sector client base.
KEY RELATIONSHIPS
- Internal Relationships: Senior Management and colleagues that support your customers.
- External Relationships/Contacts: Industry specialists, compliance firms, legal, accountancy, business partners
CONFIDENTIAL INFORMATION
- The job holder is responsible for keeping all reporting documents, internal activities and client records including their financial data and personal information secure at all times in accordance with The General Data Protection Regulation (GDPR).
WORKING CONDITIONS
- 37.5 hours per week Monday to Friday, although candidates are asked to work flexibly to suit business needs, this is subject to business and operational requirements. These hours will be inclusive of your contracted 37.5 hours per week, so take this time back during the week.
- Travel will likely only be within UK based on our present branch and customer locations, any changes to this will be discussed and agreed with you at that time.
MENTAL DEMANDS & JOB COMPLEXITY
- The job holder needs to expect building the business from scratch without existing established knowledge to follow.
- The job requires an ability to undertake planning of multi-layered, integrated responsibilities; to react quickly and professionally to resolve any problematic issues.
- Openly communicate with management so any arising issues can be dealt with and prevented in the future.
- Ability to work under pressure and tight deadlines.
The Right Qualities:
- Possess good team-spirit
- Dedicated to go the extra mile for work
- Smart and Innovative
- Highly self-driven to excel
- Inquisitive
Benefits
- Annual leave – 25 days plus 8 bank holidays
- Pension plan – 4% employer contribution to support your retirement savings
- Private Medical Insurance – comprehensive cover for your health and wellbeing
- Hybrid working – 60/40 split following successful completion of probation
- Professional development – ongoing training and career progression opportunities
- Free gym access in the building
Loan Specialist (Corporate Banking Operations Assistant VP)
Posted 14 days ago
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Job Description
Join Our Client as a (Loan Specalist) Corporate Banking Operations Assistant Vice President
Location: Harbour Exchange, London
Contract Type: Temporary (6 months)
Hybrid Work Environment: Enjoy the flexibility of 2-3 days in the office per week!
Contract Duration: Through to 31st March 2026
Are you ready to elevate your career in banking? Our client is seeking a dynamic Corporate Banking Operations Assistant Vice President to join their Execution Control team. This is your opportunity to be at the heart of operational excellence, providing essential support to the Front Office across EMEA!
Key Responsibilities:
- Operational Expertise: Be the go-to subject matter expert for loan, trade , and derivative documentation .
- Documentation Review: Conduct comprehensive pre-execution operational reviews , ensuring all lending documentation aligns with credit applications.
- Quality Control: Ensure high-quality data input for accurate internal and external regulatory reporting .
- Collaboration: Work closely with Front Office, Risk Management, Credit Departments, and more to maintain seamless operations.
- Regulatory Compliance: Review and validate guarantee information, risk participation agreements, and conditions precedent prior to funding.
What You Bring:
- Extensive experience in financial services, particularly in syndicated loan markets.
- In-depth knowledge of loan, trade, and derivative documentation.
- Strong understanding of KYC and compliance procedures.
- Excellent organisational skills with a proactive, solution-oriented approach.
- Ability to work effectively in a fast-paced environment while maintaining strong interpersonal relationships.
Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser (url removed)
Loan Specialist (Corporate Banking Operations Assistant VP)
Posted 14 days ago
Job Viewed
Job Description
Join Our Client as a (Loan Specalist) Corporate Banking Operations Assistant Vice President
Location: Harbour Exchange, London
Contract Type: Temporary (6 months)
Hybrid Work Environment: Enjoy the flexibility of 2-3 days in the office per week!
Contract Duration: Through to 31st March 2026
Are you ready to elevate your career in banking? Our client is seeking a dynamic Corporate Banking Operations Assistant Vice President to join their Execution Control team. This is your opportunity to be at the heart of operational excellence, providing essential support to the Front Office across EMEA!
Key Responsibilities:
- Operational Expertise: Be the go-to subject matter expert for loan, trade , and derivative documentation .
- Documentation Review: Conduct comprehensive pre-execution operational reviews , ensuring all lending documentation aligns with credit applications.
- Quality Control: Ensure high-quality data input for accurate internal and external regulatory reporting .
- Collaboration: Work closely with Front Office, Risk Management, Credit Departments, and more to maintain seamless operations.
- Regulatory Compliance: Review and validate guarantee information, risk participation agreements, and conditions precedent prior to funding.
What You Bring:
- Extensive experience in financial services, particularly in syndicated loan markets.
- In-depth knowledge of loan, trade, and derivative documentation.
- Strong understanding of KYC and compliance procedures.
- Excellent organisational skills with a proactive, solution-oriented approach.
- Ability to work effectively in a fast-paced environment while maintaining strong interpersonal relationships.
Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser (url removed)
Account Executive UKI Retail Banking
Posted 13 days ago
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Job Description
Job Category: Sales
Location: UK - Remote
**Meet Our Team:**
Join our disruptive evolution of the software industry as an Account Executive supporting two of our Premier Retail Banking clients in the UK market. Our team are pushing boundaries with our clients, delivering market-leading AI-infused workflows and decisioning capabilities to customers, transforming them towards autonomous operations. Pega is the industry leader in this space according to Forrester and Gartner, and we are on a hyper growth journey currently, hence the opportunity to join the best performing business in the North Europe region. We are helping companies to rethink the way they do business and empowering them to become more efficient, smarter, and most importantly customer centric. Join us on this exciting growth journey!
**Picture Yourself at Pega:**
You will be a thought leader, a true partner and a collaborator with clients seeking to reinvent the way they do business, often operating at C-level, and orchestrating colleagues from peers to senior leadership members to support your complex sales campaigns, always with a lens on client outcomes. You will work closely with your clients while you educate and guide them on their Business Process Automation journey, leveraging the latest AI tools and techniques at your disposal to engage them in work that really matters and drives true business impact for the world's largest organisations.
**What You'll Do at Pega:**
+ Develop a trusted advisor relationship with multiple stakeholders across your banking clients; engaging with the business and IT to develop vision proposals, challenge their thinking and reimagine ways that they can accelerate design, development, transformation, and delivery of applications and agentic AI solutions, as well as applying real-time hyper-personalised decisioning capabilities to your end customers.
+ Leverage banking industry and product knowledge to share insights about how banks can maximise licenses to drive business benefits.
+ Radiate new business within your existing customer.
+ Provide insight to the customer as the basis of the commercial conversation, teaching customers something new/valuable about how to compete in their market
+ Continuously build and maintain a pipeline of sales activity through prospecting and pipelining using a variety of methods
+ Work with Pega's ecosystem of partners (SIs, Advisory & Implementation) to generate Pega value propositions
**Who You Are:**
A motivated enterprise software sales executive, ideally with Financial Services experience, driven to add value to your clients and their business process automation strategies. You are able to push the customer's thinking to quickly gain credibility, build a strong relationship and contribute to the success of our clients and Pega. You must be eager to learn, and open to coaching, and a strong team player.
**What You've Accomplished:**
+ Bachelor's degree or equivalent business experience
+ 10+ years of direct enterprise software sales experience
+ Knowledge of banking industry
+ Stable and progressive history of quota achievement
+ Solid foundation in account management, radiation and pipelining
+ Ideally, knowledge of BPA, DPA, RPA, CRM and Case Management enterprise software solutions
+ Experience working with large partner organisations: SIs, Advisory Firms, Consultants, IT Services companies, etc.
+ Prior participation in a formal sales training
+ Track record of challenging and improving a customer's way of doing business
+ Technically current in business automation and AI technology
+ Outstanding presenter. High EQ.
**Pega Offers You:**
+ Gartner and Forrester Analyst acclaimed technology leadership in a massive emerging market
+ The world's most innovative organisations as reference-able clients
+ Fast-paced, exciting, collaborative, and rewarding sales environment within innovative industries
+ Competitive salary, uncapped commission targets and Pega equity.
+ A fun, collaborative, forward thinking employer, that wants to develop you and make you successful.
#LI-AB3
Job ID: 22277
**AI in Action -** Pega embraces the power of artificial intelligence. We encourage all employees to actively engage with AI technologies and continually explore ways to responsibly integrate AI into our products and processes.
**Culture -** At Pegasystems, we foster an environment where people feel valued and empowered to contribute their best. With global clients across industries and regions, we know our success depends on the unique perspectives, experiences, and talents of our people. Ours is a workplace where everyone can grow, collaborate, and deliver meaningful outcomes.
We encourage candidates from all backgrounds and experiences and focus on the core competencies and mindset needed to thrive in a role.
As an Equal Opportunity employer, Pegasystems will not discriminate in its employment practices due to an applicant's race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran or disability status, or any other category protected by law.
**Export Compliance -** For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.
**Accommodations -** If you require reasonable accommodations under the Americans with Disabilities Act (US only) or comparable regional regulations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process,or contact (US only) 1-888-PEGA-NOW and/or 225 Wyman Street Waltham, MA 02451 ATTN: Benefits.
It is Pega's policy to engage, recruit, hire, promote, train, discipline, and compensate in all job classifications, without regard to race, color, sex, religion, national origin, age, disability, sexual orientation, gender identity, veteran status, or any other category protected by law.
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