New Business Operations Assistant

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Direct message the job poster from Recognise Bank

Hello,

We are Recognise Bank
, a modern business bank built to support the UK’s SMEs with tailored lending and savings solutions. Founded in 2017 by experienced business owners, we set out to challenge traditional banking by offering more flexibility, understanding, and practical support to help businesses thrive. Since receiving our banking licence in 2021, we’ve built a loyal customer base and a strong, diverse team that puts people first.

Our vision is building stronger futures with bespoke financial solutions
. We understand that no two financial needs are the same, which is why we work closely with UK SMEs and individuals to unlock potential others often overlook. Through smart, flexible lending and savings products, we’re here to build and grow stronger futures for lasting success
.

Our values shape how we work and grow together:

💪
Can do, will do: We take ownership, solve problems, and adapt as our customers’ needs evolve.

✨
Be brilliant: We show up with curiosity and energy, always striving for better.

🤝
Do the right thing: We act with integrity, responsibility, and care in everything we do.

💡
Make a difference: We focus on impact, helping our customers, colleagues, and communities succeed.

As a New Business Operations Assistant
, you’ll support the completions team in progressing deals from credit approval to drawdown. This entry-level role focuses on task management, process execution, and ensuring smooth deal progression. You’ll conduct credit searches, enter loan data, maintain accurate records, and liaise with internal teams and third parties. Supporting KYC/AML checks and system enhancements, you’ll help ensure compliance, efficiency, and excellent customer service throughout the process.

• Assist in the administration and coordination of credit-approved transactions.
• Conduct credit searches and ensure results are accurately recorded and assessed.
• Coordinate with internal teams and external suppliers to gather required documentation and updates.
• Maintain accurate records within internal systems, ensuring timely updates and data integrity throughout the process.
• Support the team in completing KYC and AML checks, ensuring documentation is accurate and compliant.
• Assist with system testing and enhancement initiatives, providing feedback and supporting UAT.
• Help the team meet SLAs while delivering excellent customer service.
• Contribute to process efficiency and team collaboration.
• Ensure compliance with internal procedures and regulatory requirements.

• Follow all relevant company policies and procedures.
• Adhere to all risk-related responsibilities relevant to your role, as outlined in the Risk Management Policy.
• Comply with all applicable compliance and financial crime policies, procedures, and reporting obligations.

• Up to 2 years’ experience in financial services or lending operations
• Basic understanding of lending products and financial services
• Basic understanding of KYC and AML requirements, with willingness to learn and apply regulatory standards
• Basic proficiency in using systems and technology to manage tasks and maintain documentation
• Strong organisational skills and ability to manage multiple tasks
• High energy, process-driven, and eager to learn
• Good communication skills and strong attention to detail

At Recognise Bank
, we’re building more than a bank — we’re creating a culture where people feel empowered to make a difference 💡, supported to be brilliant ✨ with a can do will do attitude, and trusted to do the right thing 🤝.

We believe that when our people thrive, so do our customers. That’s why we invest in an environment that reflects our values and supports your growth, flexibility, and wellbeing.

Here’s what you can look forward to:

🌴
Competitive Time Off – Generous annual leave plus bank holidays to rest, recharge, and enjoy life outside of work.

🌍
Work From Anywhere – Up to 4 weeks per year to work remotely from anywhere in the world.

📚
Learning & Development – Tailored training and support to grow your…