Customer Risk and Accounts Specialist

As a Customer and Risk Account Specialist you will be responsible for ensuring accurate financial calculations reporting and account amendments within a controlled framework. The role involves maintaining and testing financial models processing customer account changes and supporting internal teams with precise calculations and reporting. 

As a Customer and Risk Account Specialist we are looking for someone to:

• Develop and maintain Excel-based reports and financial models.
• Perform manual calculations and integrate them into semi-automated Excel models.
• Analyse customer accounts including interest-based calculations and account closure processes.
• Process amendments to customer accounts including credit file adjustments and data corrections.
• Respond to ad-hoc queries and provide calculation support to internal customers.
• Review and process daily BAU requests efficiently.
• Create and run exception reports as part of the Customer Strategy Control Framework.
• Assist in testing and reporting on customer account management tools and features.
• Periodically test and maintain existing and new financial calculators/models

Qualifications :

Essential:

• Advanced Microsoft Excel
• Strong mathematical competency and analytical thinking
• Excellent accuracy and attention to detail
• Team Orientated with strong collaboration skills 
• Effective communication skills

Desirable: 

• Experience with VBA skills for financial modelling and automation 
• Experience with BI tools and database management
• Background in risk management customer account operations or financial analysis
• Familiarity with data validation reporting and control frameworks

If you feel you have some of the skills mentioned above but not all please do still apply and we would be happy to have a further discussion with you in regards to your suitability for the role.

Additional Information :

Together embraces diversity and inclusion and are proud to be an equal opportunity workplace. Not only do we welcome difference we celebrate it support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds perspectives and skills.

If you feel youd benefit from any support or reasonable adjustments during any stage of the recruitment process please dont hesitate to let us know when completing your application. This information will be picked up by our team so we can try and put steps in place to help you be at your best through this process.

Please note that all successful applicants will undergo relevant employment reference financial and criminal record checks.

Remote Work :

No

Employment Type :

Full-time