Patients Bank Officer | West London NHS Trust

Posting date:	22 April 2025
Salary:	Not specified
Additional salary information:	£31,081 - £33,665 pa inclusive of all allowances
Hours:	Full time
Closing date:	22 May 2025
Location:	SOUTHALL, UB1 3EU
Company:	West London Mental Health Trust
Job type:	Permanent
Job reference:	7159726/222-SF-614

Summary

An exciting opportunity has arisen within Patients Banking, based at the St Bernard’s site.



This band 4 post will be offered as a full time position (37.5 hours a week).



The post holder must have experience of working within a formal banking environment and demonstrated experience of serving customers.



The post holder would be responsible for working with the Patients’ Bank Team in order to offer a comprehensive banking service to all wards, departments, patients and staff within the West London NHS Trust, Ealing site and outreach areas.



The post holder must be able to work on their own initiative and have the ability to multitask in order to carry the full range of tasks.



We are seeking to appoint an already experienced banking officer who is confident, organised, proactive and approachable person for this role.

· Experience of working in bank and serving customers

· Significant experience of all banking procedures including reconciliation of accounts.

· Experience of working in an NHS setting.

· High level of detail to ensure accurate reporting.

· Can deal with stressful situations – have to manage long queues on occasions whilst maintaining high standards of accuracy.

West London NHS Trust is one of the most diverse providers of mental health, community and social care in the UK.

Our 3,982 staff care for people in hospital and in the community, helping them to recover and go on to lead full and productive lives. We aim to be the best organisation of our kind in the country.

We provide care and treatment for more than 800,000 people living in the London boroughs of Ealing, Hammersmith & Fulham and Hounslow, delivering services in the community (at home, in GP surgeries and care homes), hospital, specialist clinics and forensic (secure) units.

We’re rated good overall by the Care Quality Commission (CQC).

Together, we’re committed to promoting hope and wellbeing, working with patients, service users, carers, families and partners across the communities we serve.

We are keen to ensure that our workforce reflects the community it serves, particularly in terms of ethnicity, gender, disability, LGBTQ+ and experience of mental illness.
1. To provide administrative support to the Patient Affairs Department in overseeing that all core tasks are carried out in a timely manner
2. To ensure all enquiries by solicitors are answered in good time with statements if requested. To be trained on the use of Harlequin and patient money, enabling Patient Affairs to check bank balances and payments.
3. To ensure all benefit and financial information, including debt or overpayments is competed in good time. To check and process payments received for service users
4. To liaise and contact previous hospitals and prisons regarding transferring benefits and balances. To liaise with DWP for the arrangement of transferring benefit claims/money to West London NHS Trust
5. Organising the necessary forms for New Claims for UC, Med Certs, BF56s, questionnaires and phone calls to UC to set up claims
6. To ensure that Health cost forms are completed for our patients receiving HA, HPM and ESA C/B. To ensure all wards and PHC are informed of Patients on HPM and HA to process all movement of patients for administration purpose
7. To set up and maintain effective filing systems on Alfresco and G drive. To ensure files are made for all service users on the A-Z fil
8. In the absence of the Patient Affairs Manager and in the rare event of a patients’ death and where there are no relatives, arranging all aspects of a funeral and paymen
9. The post holder must be able to multi-task and deal with frequent interruptions when dealing with complex benefit issues
10. To help cover in the Patient Bank this will include, paying out service user money requested, printing of bank statements, Petty Cash, service user property. Cashing up etc. Training will be given.



Key Result Areas & Performance within the bank:
1. Reimbursement of petty cash for staff.
2. To work with the Patients Bank Managers to ensure the bank environments are maintained in good order.



Security
1. To be able to open/ close Patients Bank at agreed times. Set / reset the alarm, secure all windows and doors and generally maintain a secure environment.



Patients’ monies income & Expenditure
1. To provide banking service for patients to deposit and withdraw cash between agreed opening hours for the three banks on the Ealing site.
2. To ensure that the correct written authority is obtained for withdrawals of monies and that all forms are signed and returned to the bank for safe keeping.
3. To print reports from the Harlequin cashiering system and balance cash to same daily.



Workforce
1. The post holder would be required to comply with the security procedures of the service, being aware of the security policies in relation to the management of the service and maintaining vigilance in relation to potential breaches of security. At all times the post holder will need to maintain an awareness of the risk of physical/verbal assault on themselves or others
2. The post holder would be responsible for their own workload and would refer problems of a more complex nature to the Patient Affairs Manager.
3. The post holder would be required to confidently record and convey risk information regarding defendants attending the service. Risk may relate to self harm or risk of harm to others
4. To receive and provide verbally and written sensitive information where there is a potential of significant barriers to acceptance which need to be overcome by using developed interpersonal and communication skills.





Partnerships
1. To deal with incoming telephone calls, address general enquiries and to take messages as appropriate. This may include dealing with relatives of patients who may become verbally aggressive. To exercise judgement on the most appropriate response
2. To deal with enquiries from service users within professional boundaries. To communicate information verbally or in written form, using tac
3. To communicate information verbally or in written form, using tact and or persuasive skills.



General
1. To contribute to the development and maintenance of high professional standards of practice
2. The post holder must be able to multitask and deal with frequent interruptions
3. To attend mandatory training courses as required
4. The post holder will ensure that the service adheres to and actively promotes the Equal Opportunities policy of the Trust.
5. To comply with all Trust policies and procedures
6. To be aware of the responsibilities regarding the recent Health & Safety at Work Act and ensure agreed safety procedures are carried out to maintain a safe environment for employees, patients and visitors
7. Any other duties that may be delegated as appropriate to the nature and grading of the post

The post holder may be subject to verbal aggression whilst serving on the counters at any of the 3 Banks by forensic patients


This advert closes on Monday 28 Apr 2025