Account Executive
Listed on 2026-07-06
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Finance & Banking
Bank Customer Service
Hours
The role of Account Executive is a full‑time position working 35 hours per week. Skipton values work/life balance and we are proud to support hybrid and flexible working, where possible.
Closing DateFri, 17 Jul 2026
About Skipton Business FinanceSkipton Business Finance, part of the Skipton Group, has been helping UK SMEs fulfil their aspirations for over 20 years by providing working capital solutions that support their ambitious growth plans. With a rich history rooted in reliability and innovation, we leverage our expertise to offer a diverse range of financial products, including Invoice Finance and Asset Based Lending. Our commitment to understanding the unique needs of each client enables us as a team to deliver personalised and responsive services, fostering long‑term partnerships built on trust and mutual success.
We aim to be a strategic partner, guiding businesses towards sustainable growth and prosperity.
You'll support the management of a portfolio of invoice finance clients by building strong relationships, providing responsive day‑to‑day support, and resolving queries efficiently. Working closely with Relationship Managers and key operational teams, you'll help deliver an excellent client experience while supporting long‑term client retention and portfolio success. You will also:
- Maintain accurate and up‑to‑date client records, ensuring all changes are implemented promptly and correctly.
- Assist with new client take‑ons, ensuring accounts are set up accurately and within sanctioned parameters.
- Support ongoing client reviews, facility changes and portfolio updates, ensuring all client information and system records remain accurate, up to date and fully documented.
- Support the monitoring of client performance and flag potential risks or operational concerns.
- Support onboarding processes by gathering documentation and ensuring the file is ready and accurate for the first payment day, enabling SBF to onboard a new client in a timely manner.
We're looking for someone who is customer focused, collaborative and proactive, with a strong sense of ownership and a commitment to delivering excellent service. You'll enjoy working as part of a team, continuously looking for ways to improve processes and client outcomes, while maintaining a high level of accuracy and attention to detail. You will also bring:
- Understanding of invoice finance / asset based lending operations.
- Knowledge of sales ledger processes and client operations.
- Experience in an operational, account management or client service role.
- Proven ability to manage workloads efficiently and deliver high service levels.
- Strong communication and client service skills.
- Quarterly discretionary bonus scheme.
- Car allowance.
- 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days.
- Holiday trading scheme allowing the ability to buy and sell additional annual leave days.
- Matching employer pension contribution (up to 10% per annum).
- Colleague mortgage (conditions apply).
- Salary sacrifice scheme for hybrid & electric car.
- A commitment to training and development.
- Private medical insurance for all our colleagues.
- 3 paid volunteering days per annum.
- Diverse and inclusive colleague networks including our Carers and Pride Alliance groups.
- Health and wellbeing support including cycle‑to‑work and discounted gym membership.
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