• Profile
Job Description

Job Purpose

To provide high quality and effective financial, risk and governance administration support and MI reporting and analysis within Banking function. To act as a key member of the Client Proposition Team with regards to Business Planning and reporting.

Key Responsibilities

Risk & control (linking to Risk and Compliance)

  • Champion the risk culture in the team. Work with the Business Partner, Client Proposition to manage the risk and audit issues and other action plans 
  • Develop robust procedures and ensure they comply with internal & regulatory standards, are documented, understood and embedded within the front line businesses.  Develop appropriate controls for new procedures that are suitable, effective and built into the Risk Register
  • Undertake the FLOD testing in line with the Risk Register for the department and ensure that any remedial action identified through the FLOD testing is tracked to completion, evaluating any trends and submitting a plan for change where appropriate
  • Undertake the role of Data Officer and ensure that the frontline teams follow the expected standards for maintaining data in line with GDPR and internal policies  

Ops & infrastructure (linking to IT)

  • Help to optimise use of relevant IT systems. Deliver efficient processes that meet the balance of needs between maximum client experience and maximum efficiency within an agreed risk appetite

Planning & business improvement (linking to corporate strategy)

  • Assist the Business Partner, Client Proposition with internal functional projects and local continuous improvement. Help to ensure all change is delivered and embedded within time, quality and cost parameters
  • Maintain an awareness of external & competitor trends relevant to the function & use to enhance our offering 

Service quality (linking to Marketing & Client Communications)

  • Coordinate with other relevant areas to deliver seamless client service
  • Become a champion of the brand and related standards
  • Support other areas to produce high quality and effective communications and material for internal and external clients, deputising for the Business Partner where required
  • Help develop & maintain relevant intranet & website content

Team admin (linking to all other areas)

  • Oversee and monitor the collation of all functional MI, analyse trends and proactively drive remedial or improvement actions
  • Manage the action of items that originate from internal committees (e.g. Board, Exco, Risk) to ensure that key deliverables are achieved within set time frames
  • Collate, prepare and distribute appropriate briefing materials for key deliverables, ensuring that appropriate follow-up actions are taken 

Financial control

  • Track business performance and liaise with Finance to ensure costs and income are on track to help meet team goals


  • Responsible for managing risks inherent to the role by diligently observing internal policies and procedures
Person Specification

Knowledge / Experience

  • Relevant banking experience / background
  • Good computer skills, including data extraction & analysis, report writing
  • Strong understanding of financial service arena
  • Excellent written & spoken communication skills.  Ability and confidence to deal effectively and professionally with people across the business
  • The individual should demonstrate an ability to work in a methodical, logical and accurate fashion. Must be conscientious and diligent in their work to ensure high levels of accuracy
  • Excellent time management, organisational & administrative skills, ability to work under pressure, responsible, proactive, dedicated and consistently able to achieve results.  Remains motivated and confidential at all times.  Ability to act on own initiative
  • An understanding of operational risk and compliance


  • Attention to detail, quality, and high standards
  • Flexible working style, ability to work well in a team environment
  • Sense of urgency when required and an ability to prioritise in a busy and demanding environment
  • Excellent communication skills, both written and verbal with a positive attitude
  • Capable of working under pressure and using own initiative and with minimal supervision
  • Ability to handle multiple tasks simultaneously whilst remaining flexible, proactive and efficient
  • Aptitude for learning and willingness to develop & expand role where required
  • Demonstrate, through words and behaviours, an in-depth understanding and strong personal commitment to your work


  • Banking qualifications would be beneficial but not essential


  • Communication and Confidence
  • Team Working
  • Planning and Reviewing
  • Customer Focus
  • Influencing Others