New Accounts Assessor

Carlsberg Group
Leeds
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Analytical","Investigatory","Communication","Problem-solving","Time management","Attention to detail","Independent decision-making","Customer service","Process improvement","Stakeholder influence"]

Assess and onboard new customer trade accounts by verifying applicant information, performing Know Your Customer checks and third-party screening, and evaluating credit risk using financial metrics. Adhere to account-opening policy, coordinate with Sales to support retention, and ensure documentation and searches are completed within required timeframes. Use SAP, Excel, and Office 365 systems to create accounts and draft structured referrals for management decisions.

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FursaFursa
Carlsberg Group
Carlsberg Group
20 hours ago

New Accounts Assessor

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Assess and onboard new customer trade accounts by verifying applicant information, performing Know Your Customer checks and third-party screening, and evaluating credit risk using financial metrics. Adhere to account-opening policy, coordinate with Sales to support retention, and ensure documentation and searches are completed within required timeframes. Use SAP, Excel, and Office 365 systems to create accounts and draft structured referrals for management decisions.
Location: Leeds
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Evaluate, create, and onboard new customer trade accounts in a timely and efficient manner.
  • •Conduct credit risk assessments, including searches analysis, financial analysis, compliance checks, and review of trade experience.
  • •Ensure all documentation is correctly received and signed to enable accurate searches.
  • •Draft management referrals by consolidating and presenting essential information clearly and structurally.
  • •Create accounts in SAP and maintain compliance with third-party screening and GDPR policies.

Pay and Benefits

Perks:Private MedicalLife AssuranceAnnual BonusGp ServicesPension ContributionPaid HolidaysProduct AllowanceHigh Street

Key Requirements

  • •Ensure applicant information is checked and verified for accurate, well-informed account decisions.
  • •Conduct Know Your Customer checks and Third-Party Screening in line with policy.
  • •Evaluate key financial metrics such as credit history, payment behaviour, and debt levels; support basic underwriting where required.
  • •Create and maintain complete account documentation, including receiving/signing documents and scanning them into customer files within 48 hours of authorization.
  • •Use SAP and Office tools (including Excel) to extract information, prepare referrals, and manage searches and account creation.],
  • •responsibilitieswhichI made mistake? must fit schema no extra fields.
Skills:AnalyticalInvestigatoryCommunicationProblem-solvingTime managementAttention to detailIndependent decision-makingCustomer serviceProcess improvementStakeholder influence
Tech Stack:SAPExcelMicrosoft 365Office 365

Company Brief

Carlsberg Group
Global brewer producing and marketing beer and other beverages under brands such as Carlsberg, Tuborg and Somersby. Operates brewing, distribution and marketing across Europe and Asia, focusing on brand portfolio, sustainability and market expansion.
Industry: Food & Beverage
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Copenhagen, Denmark
Founded: 1847
WebsiteLinkedIn