Commercial Operations Officer

BELONG – There’s no place like Principality

At Principality, belonging isn’t just a value — it’s how we work every day. As a colleague, you’re already part of a supportive and inclusive community where your wellbeing, individuality, and life outside of work are genuinely respected. This internal opportunity is a chance to continue your journey with us, build on your experience, and grow your career within Principality.

We know that great work happens when people feel connected — to each other, to our purpose, and to the communities we serve. That’s why we focus on balance, invest in wellbeing, and encourage continuous learning and development across the organisation.

Why consider this opportunity?

This role offers an opportunity to further develop your skills and make a meaningful contribution within Principality, while continuing to benefit from the culture and ways of working you already know:

• Flexible hybrid working – Our established hybrid approach supports flexibility while maintaining collaboration. This role includes a minimum of 8 days per month based in our Cardiff office.
• An inclusive and supportive culture – We’re proud to be recognised as one of the Inclusive Top 50 UK Employers (ranked 27th in 2025), reflecting our ongoing commitment to inclusion and belonging for all colleagues.
• Purpose-led work – Our continued recognition for customer satisfaction, including Double Gold Awards at the Fairer Finance Awards 2025 for Savings and Mortgages, reflects the impact colleagues make every day.
• Strong colleague engagement – Engagement scores consistently above 85% demonstrate the positive environment we strive to maintain together.
• Wellbeing support – Our Belong benefits package continues to support your physical, mental, and financial wellbeing throughout your career with us.

These achievements are built by our people and reflect our shared commitment to supporting one another and delivering for our members. When it comes to belonging, there truly is no place like Principality — and this role is an opportunity to continue growing as part of it.

We’re looking for a detail-focused and collaborative Commercial Operations Officer to join our Commercial division.

This role plays a key part in helping the business achieve its objectives by delivering high-quality operational and administrative support across multiple teams.

Working closely with Relationship, Securities and Underwriting colleagues, you’ll contribute to delivering excellent customer outcomes while ensuring process run smoothly and efficiently.

What you’ll be doing

In this varied and dynamic role, you will:

• Provide day-to-day support to Relationship Management teams, assisting with account servicing and administrative tasks
• Maintain accurate and up-to-date customer data across internal systems
• Support the administration of customer accounts, including activities related to securities
• Process financial transactions, including payments into and out of customer accounts
• Assist with monthly processes such as rate changes and statement production
• Collaborate with team members across the Commercial division to deliver a seamless service
• Contribute to operational improvements, projects, and service excellence initiatives
• Support underwriting activities, including preparing management information, assisting with submissions, and completing audit checks
• Organise, attend, and document internal meetings, ensuring clear communication of outcomes

What we’re looking for

We’re interested in people who bring a positive, proactive approach and enjoy working as part of a team. You will also have:

• Strong organisational skills and attention to detail
• A commitment to delivering excellent customer service
• Confidence working with spreadsheets and multiple systems (MS Office skills are essential)
• The ability to manage multiple tasks and adapt to changing priorities
• A collaborative mindset and the ability to build effective working relationships

Desirable Experience (not essential)

• Experience in commercial lending or financial services
• Understanding of commercial lending practices and principles

Why join us?

You’ll be part of a supportive and collaborative environment where your contribution makes a real difference. This role offers the opportunity to develop your skills, gain exposure across different areas of the business, and play a key part in delivering excellent customer experiences.

We reserve the right to close this vacancy early should we receive a high volume of applications.

If you have any questions in relation to this role, please contact the recruitment team – recruitment@principality.co.uk