Banking Team Leader

BMC Recruitment Group are currently recruiting for a Platform Banking Team Leader to join our client who are an award-winning group of financial services and technology companies based in Newburn, Newcastle Upon Tyne.

The Platform Banking Team Leader is responsible for overseeing the day-to-day operations of the Platform Banking function, ensuring efficient and accurate handling of all payments in mainly relating to ISA’s & GIA’s.

This role is responsible for leading and supporting the Platform Banking team by overseeing task allocation, managing operational incidents, ensuring high-quality service delivery, and driving continuous improvement.

The Team Leader acts as a key liaison point for escalations and works closely with internal teams to ensure smooth, compliant operations.

Key Benefits they offer:

• Salary remuneration of £33,000 inclusive of a bonus.
• An additional bonus of £2,400 per annum is achievable.
• Full-time permanent position
• Working Hours - Monday to Friday 8:30am - 5:30pm (1hr Lunch)
• Hybrid Working following training - Typically 2 days from home - 3 days office based
• Free on-site parking
• 33 days annual leave, including bank holidays (increases with length of service)
• Company pension contribution (increases with length of service)
• Financial Services Academy - Allowing employees to develop their career within the wealth management sector
• Company/team events throughout the year

Your Duties & Responsibilities include:

Team Coordination & Oversight

Lead the day-to-day operations of the Platform Banking team by allocating tasks, managing workloads, and maintaining service levels. Provide guidance and support to team members while fostering a collaborative, high-performing team environment through regular communication and engagement.

Payment Operations Oversight

Ensure the accurate and timely processing of all platform-related payments, including reconciliations and file handling. Monitor the accuracy of payment files and resolve issues related to unmatched payments, rejections, and errors, maintaining alignment between platform data and bank records.

Incident Management & Escalation Handling

Oversee the resolution of operational incidents by conducting root cause analysis, implementing corrective actions, and documenting outcomes. Act as the primary escalation point for complex or urgent issues raised by internal teams or external stakeholders.

Continuous Improvement

Identify opportunities for process improvements and efficiency gains within the team. Lead or contribute to improvement projects, support the implementation of change initiatives, and ensure the team is well-informed and aligned with new processes.

You will need:

• Strong problem-solving and decision-making skills.
• Strong organisational and time management skills.
• Knowledge of MS Office products, such as Excel and Word
• Show excellent attention to detail.
• Working towards set deadlines or targets.
• Quality check work or have worked to set quality scores.
• An interest in working within financial services/banking.
• Managed your own workload.