HM Revenue & Customs
Banking & Receipts Team Member
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Swansea
Job Summary
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Are you an organised and detail-focused finance professional who enjoys working with data, resolving issues, and delivering excellent customer service?
We are looking for a Banking and Receipts Team Member to support the effective management of banking, cash management, receivables, and customer billing activities. You will play a key role in ensuring income is accurately processed, bank accounts are reconciled, customer accounts are maintained, and financial transactions are completed to a high standard.
Working within a collaborative finance environment, you will help ensure service levels are met, support continuous improvement activity, and contribute to delivering an efficient and customer-focused finance service.
Job Description
About the Role
As a Banking and Receipts Team Member, you will support the administration and control of banking and receivables processes. The role combines technical finance activities with customer service, relationship management, and process improvement.
You will work with financial systems to reconcile accounts, process receipts, manage customer balances, and investigate discrepancies. You will also engage with customers, internal stakeholders, and colleagues to resolve queries and ensure financial records remain accurate and up to date.
This is an excellent opportunity for someone with experience in banking operations, cash management, receivables, sales ledger, or financial administration who enjoys working in a fast-paced environment where accuracy and customer service are equally important.
Key Responsibilities
- Reconcile bank accounts and investigate unreconciled items.
- Process and record customer receipts and income accurately.
- Monitor and manage customer account balances, escalating issues where appropriate.
- Support billing activities and respond to customer billing enquiries.
- Process direct debit activities and resolve payment-related queries.
- Investigate and resolve unidentified income, overpayments, and underpayments.
- Support debt management activity through customer statements, dunning processes, and account maintenance.
- Process financial adjustments and write-offs in line with agreed procedures.
- Conduct credit checks where required.
- Contribute to testing activities for system and process improvements.
- Work collaboratively with colleagues across finance teams to deliver service standards and business objectives.
- Identify opportunities to improve processes and enhance customer service outcomes.
- Support a positive team culture through knowledge sharing, coaching, and collaborative working.
Person specification
We're looking for individuals who can demonstrate strong attention to detail, sound financial administration skills, and a commitment to delivering high-quality customer service.
Successful candidates will be comfortable working with financial data, analysing information, resolving issues, and managing competing priorities within established deadlines.
You will also be able to build effective working relationships and communicate clearly with both customers and internal stakeholders.
Essential Criteria
- Experience of bank reconciliation, cash management, receivables, or sales ledger activities.
- Experience of processing financial transactions accurately within agreed procedures and controls.
- Strong attention to detail and the ability to identify, investigate, and resolve discrepancies.
- Ability to manage a varied workload and deliver accurate outcomes within deadlines.
- Experience of using financial or business systems and Microsoft Office applications.
- Strong verbal and written communication skills, with the ability to explain financial information clearly.
- Ability to work collaboratively with colleagues and provide excellent customer service.
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Desirable Criteria
- Understanding of how the bank reconciliation, cash management, or Order to Cash processes fit into the overall structure of the SSa.
Behaviours
We'll assess you against these behaviours during the selection process:
- Managing a Quality Service
- Delivering at Pace
Salary and Benefits
Alongside your salary of £31,096, HM Revenue and Customs contributes £9,008 towards you being a member of the Civil Service Defined Benefit Pension scheme. Find out what benefits a Civil Service Pension provides.
HMRC operates both Flexible and Hybrid Working policies, allowing you to balance your work and personal commitments. We welcome applications from those who need to work a more flexible arrangement and will agree to requests where possible, considering our operational and customer service needs.
We offer a generous leave allowance, starting at 25 days and increasing by a day for every year of qualifying service up to a maximum of 30 days.
- Pension - We make contributions to our colleagues’ Alpha pension equal to at least 28.97% of their salary.
- Family friendly policies.
- Personal support.
- Coaching and development.
To find out more about HMRC benefits and hear from our insiders or visit Thinking of joining the Civil Service.
Artificial Intelligence
Artificial intelligence can be a useful tool to support your application, however, all examples and statements provided must be truthful, factually accurate, and taken directly from your own experience. Where plagiarism has been identified (presenting the ideas and experiences of others, or generated by artificial intelligence, as your own) applications may be withdrawn and internal candidates may be subject to disciplinary action. Please see our candidate guidance for more information on appropriate and inappropriate use.
Selection process details
This vacancy is using Success Profiles, and will assess your Behaviours and Experience.
How To Apply
As part of the application process, you will be asked to provide the following:
- A name-blind CV including your job history and previous experiences.
- A 750-word Personal Statement, describing how your skills and experience would make you suitable for the role, and how you meet the Essential Criteria and Person Specification.
- Separate 250-word statements for the specified Behaviours: Managing a Quality Service and Delivering at Pace.
- A separate statement (Max 250 words) for the Desirable Criteria where applicable. This is not essential for the role but may be considered by the vacancy-holder where candidates have the same scores at interview.
Further details around what this will entail are listed on the application form.
Sift
In the event of a large number of applications being received, an initial sift may be held on your CV.
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At full sift, all behaviour statements, your CV, and your Personal Statement, will be assessed, with the successful candidates being invited to interview.
We may also raise the score required at any stage of the process if we receive a high number of applications.
Interview
During the panel interview, you will be asked experienced-based and behaviour-based questions to explore what you enjoy and your motivations relevant to the role.
Interviews will take place face to face in Swansea. Sift and interview dates to be confirmed. Please note that circumstances may arise that require the planned interview format to change. We will endeavour to provide you with as much notice of any change as possible.
Eligibility
Please take extra care to tick the correct boxes in the eligibility sections of your application form. Mistakes sometimes happen but if you contact us later than two working days (Monday-Friday) before the vacancy closes, we may not be able to reopen your application for you. If you do make a mistake with your eligibility form, or have withdrawn yourself in error and need your application reinstated whilst the campaign is still live, please contact us via: unitybusinessservicesrecruitmentresults@hmrc.gov.uk – Use the subject line to insert appropriate wording for example – ‘Please re-open my application – [insert vacancy ref] & vacancy closing date [insert date]’.
To check that you are eligible to apply for this role, please review the eligibility information before submitting your application.
Sponsorship
We have assessed this role against both Home Office and HMRC criteria and we are unable to offer sponsorship for a Skilled Worker Visa. This means the vacancy is not open to applicants who require visa sponsorship.
The HMRC app
The HMRC app can help you with your application
The HMRC app can provide you with your past 5 years' employment history, making the process of filling in your application quicker and easier. If successful in your application, you will need your National Insurance number for the onboarding process. Download the HMRC app now and save your National Insurance number to your digital phone wallet.
How to download the HMRC app and sign up for an account
Download the free HMRC app from the App Store or Google Play store. If you have an HMRC online account already, sign straight in using your ID and password. If not, you can prove your identity by answering some questions or providing your photo ID. You’ll then be able to access the app quickly and easily by signing in using a 6-digit PIN, your fingerprint, or facial recognition. You can find guidance for technical issues on GOV.UK: Technical support with HMRC online services.
Reserve List
A reserve list may be held for up to 12 months from which further appointments may be made for the same or similar roles – if this applies to you, we’ll let you know via your Civil Service Jobs account.
Merit List
After interview, merit lists will be created for each location advertised within the vacancy. If you are successful at interview, you will be placed on the merit list for any locations you have expressed an interest for. Appointments from each merit list will be made in strict merit order.
Criminal Record Check
Applications received from candidates with a criminal record are considered fairly in accordance with the DBS Code of Practice and the Recruitment of ex-offenders Policy.
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