Job Description

Company and role overview

Our client is a leader in the legal sector, and they are currently searching for a passionate Bank Submission Liaison Officer to come and join their busy team! The candidate will work with a lot of confidential data and information such as electronic banking submissions and will work with the Line Manager to ensure all incoming data is complied with GDPR.

 

Main responsibilities

  • Manage submissions in and out and ensure GDPR compliance
  • Prepare and submit SARs electronically in line with the banks’ requirements
  • Process incoming bank electronic correspondences
  • Update the CRM System and running reports daily
  • Keep secure records of banks’ guidelines and passwords
  • Liaise with the banks’ relationship managers to ensure a smooth and efficient process
  • Allocate time to improve the electronic process and encourage clients to experience electronic submissions/returns

 

Requirements

  • Intermediate/advanced knowledge of Excel and a basic understanding of other Microsoft 365 packages (Outlook, Word etc.)
  • Experience working with other CRM systems (advantageous but not compulsory)
  • Strong communication skills, written and verbal
  • Computer literate
  • Must be able to operate macros (training provided)

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