Analyst/Senior Analyst - Operations

Reposted 3 Days Ago
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Gurugram, Haryana
Hybrid
Entry level
Financial Services
The Role
Support the management of deposit products by processing applications, monitoring accounts, handling customer calls, and ensuring compliance with company policies.
Summary Generated by Built In
At OakNorth, we’re on a mission to empower the UK’s most ambitious businesses. Since 2015, we’ve lent over $18 billion across the UK and US, helped create more than 58,000 new homes and 36,000 new jobs, and supported hundreds of thousands of personal savers — all while fuelling the UK economy.

The key responsibility of this role is to support the origination and in-life management of deposit products by ensuring an exceptional customer journey throughout the product life cycle.

Note: This is a 24*7 process, the desirable candidate will be expected to work on rotational shifts basis.

What will you be doing as an Analyst, Operations?

  • Processing all applications through a workflow system effectively, within agreed SLAs and KPIs, and in line with company policies and procedures. Dealing with various tasks received in processing queue as per the application received for retail deposit customer.
  • Sending appropriate Emails to customers as per the requirement.  
  • Processing of Funds received for deposit customers received via Online banking/cheques etc. 
  • Monitoring of group Emails (instructions/queries).
  • Monitoring of Bank accounts for Incoming payments & doing reconciliation
  • Effectively complete ad-hoc tasks and initiatives as directed across the business.
  • Support other BAU requirements of Operations teams aside from primary activities.
  • Have a clear understanding of Role of Operations in the Life Cycle of Product. 
  • Processing of Customer documents & validation them in-line with Bank’s policy. 
  • Creation of accounts based on request from clients. 
  • Processing of Customer maturity & notices emails 
  • Work independently without any support.  
  • Communicate effectively with customers, internal teams, and external partners to address and resolve queries.
  • Handling Incoming UK Customer calls for understanding the issue faced & taking appropriate action.
  • Maintain accurate and detailed records of customer interactions.

What do you need to excel in this role?

  • Fresher / 0-1 years of experience
  • Excellent communication skills both written & verbal.
  • Experience handling customer queries over the phone.
  • Basic understanding of Retail Operations.
  • Knowledge of banking terminologies.
  • Strong analytical and problem-solving skills.
  • Ability to work efficiently in a fast-paced and dynamic environment.
  • Detail-oriented with a commitment to accuracy.
  • Proficient in using MS Office applications and customer service software.

Personal attributes

  • Energetic, enthusiastic, driven to go the extra mile.
  • Flexible, eager to learn.
  • Willingness to work flexibly and as part of ONE team, helping different business areas as required.
  • Passionate about delivering excellence in service and quality.
  • Be a follower of the Oak North values.

About Us We’re OakNorth Bank and we embolden entrepreneurs to realise their ambitions, understand their markets, and apply data intelligence to everyday decisions to scale successfully at pace.   Banking should be barrier-free. It’s a belief at our very core, inspired by our entrepreneurial spirit, driven by the unmet financial needs of millions, and delivered by our data-driven tools.  And for those who love helping businesses thrive? Our savings accounts help diversify the high street and create new jobs, all while earning savers some of the highest interest on the market.   But we go beyond finance, to empower our people, encourage professional growth and create an environment where everyone can thrive. We strive to create an inclusive and diverse workplace where people can be themselves and succeed.  Our story  OakNorth Bank was built on the foundations of frustrations with old-school banking. In 2005, when our founders tried to get capital for their data analytics company, the computer said ‘no’. Unfortunately, all major banks in the UK were using the same computer – and it was broken.   Why was it so difficult for a profitable business with impressive cashflow, retained clients, and clear commercial success to get a loan?   The industry was backward-looking and too focused on historic financials, rather than future potential.  So, what if there was a bank, founded by entrepreneurs, for entrepreneurs? One that offered a dramatically better borrowing experience for businesses?  No more what ifs, OakNorth Bank exists.   For more information regarding our Privacy Policy and practices, please visit: https://oaknorth.co.uk/legal/privacy-notice/employees-and-visitors/


About Us
We’re OakNorth Bank and we embolden entrepreneurs to realise their ambitions, understand their markets, and apply data intelligence to everyday decisions to scale successfully at pace.  
Banking should be barrier-free. It’s a belief at our very core, inspired by our entrepreneurial spirit, driven by the unmet financial needs of millions, and delivered by our data-driven tools. 
And for those who love helping businesses thrive? Our savings accounts help diversify the high street and create new jobs, all while earning savers some of the highest interest on the market.  
But we go beyond finance, to empower our people, encourage professional growth and create an environment where everyone can thrive. We strive to create an inclusive and diverse workplace where people can be themselves and succeed. 
Our story 
OakNorth Bank was built on the foundations of frustrations with old-school banking. In 2005, when our founders tried to get capital for their data analytics company, the computer said ‘no’. Unfortunately, all major banks in the UK were using the same computer – and it was broken.  
Why was it so difficult for a profitable business with impressive cashflow, retained clients, and clear commercial success to get a loan?  
The industry was backward-looking and too focused on historic financials, rather than future potential. 
So, what if there was a bank, founded by entrepreneurs, for entrepreneurs? One that offered a dramatically better borrowing experience for businesses? 
No more what ifs, OakNorth Bank exists.  

For more information regarding our Privacy Policy and practices, please visit: https://oaknorth.co.uk/legal/privacy-notice/employees-and-visitors/

Top Skills

Customer Service Software
MS Office
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The Company
HQ: London
468 Employees
Year Founded: 2015

What We Do

Launched in 2015, OakNorth helps the UK’s most ambitious businesses access the fast, flexible finance they need to scale, while helping savers make their money go further.

With funding ranging from £250,000 to tens of millions, we have lent billions to businesses across a whole range of sectors, performing among the top 1% of commercial banks globally.

To date, OakNorth financing has helped create tens of thousands of new jobs and affordable homes.

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