Customer Service Manager (Private Banking)

Recruiter
Standard Chartered Bank
Location
London (Greater)
Posted
21 Apr 2019
Closes
26 Apr 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Leading the way in International Banking. Standard Chartered is one of the world's most dynamic and exciting international banks. Once you have joined the team, we offer many opportunities to expand and grow your career. We are looking for a motivated, detail orientated individual to join the Client Services team, supporting Relationship Managers with coverage across African clients. The successful applicant will:- Assist assigned Relationship Manager's to achieve financial targets by providing strong support function - Assist in deepening existing client relationships through excellent customer service - To provide excellent customer service to existing and prospective clients Key Responsibilities: - Provide accurate and timely support to Relationship Managers - Produce high quality phone and written correspondence to clients - Respond to client/RM/ investigations by phone/fax/e-mail - Spotting cross-sell opportunities and referring to Relationship Managers where appropriate - Referral of all sales and upgrade opportunities to Relationship Managers - Manage the preparation of Client Due Diligence (CDD) reviews and ensure deadlines are met, and follow up of issues raised as required by Relationship Manager - Liaising with other Departments where necessary, promptly inform Relationship Managers and the management team of any complaints. For Jersey clients ensure these are logged in command. - Deal with and process payments, deposits, securities transaction and credit applications accurately and within deadlines and follow up with any queries - Actively participate in the prevention of money laundering and fraud by strict adherence and close diligence to the Bank's policies and procedures. - Constantly challenge processes and procedures with a view to streamlining and simplifying, to reduce waste and improve service offered to internal and external clients. - Daily review of overdraft, account balance and deposit reports - Amex card and debit card ordering and all card related enquiries from clients, transferring these to the Amex or debit card centre wherever possible. Ensure all Amex card clients are on the DSA or on direct debit. - Deal with Account Opening documentation and queries as required, ensure paperwork is sent to filing on a regular basis - Co-ordinate all client visits to ensure pertinent information if available eg. Hold mail, credit cards, documentation for client's signature etc - Accurate account of all client contact to be documented via a call report or for Jersey clients via onewealth, datastore etc. - Ensure the FCA's Treating Customer's Fairly standards are consistently met - Keep up to date with existing and new SCB Private Bank products - Keep up to date with new developments in banking, financial and SCB investment products and services Knowledge / Skills / Experience Required: - Banking experience, preferably in a Private Bank Client Service role - Solid knowledge of banking practices and associated regulatory requirements - Solid knowledge of and adherence to the company's policies and procedures - Strong verbal and written communication skills - Willingness to speak/correspond to clients on a daily basis - Ability to work under pressure and meet tight deadlines - Team player - Ability to work as part of a wider team with a collaberative approach - Good understanding of the how the global financial and investment markets operate Qualifications: - A financial qualification would be advantageous (IMC, IAD for example) We are committed to building a culture that fosters a diverse and inclusive environment that's free from bias, where everyone can realise their full potential and make a positive contribution. This is just one of our values that is expressed in our brand promise - here for good. Apply Now... Internal Description Description - Internal Leading the way in International Banking. Standard Chartered is one of the world's most dynamic and exciting international banks. Once you have joined the team, we offer many opportunities to expand and grow your career. We are looking for a motivated, detail orientated individual to join the Client Services team, supporting Relationship Managers with coverage across Africa clients. The successful applicant will: - Assist assigned Relationship Manager's to achieve financial targets by providing strong support function - Assist in deepening existing client relationships through excellent customer service - To provide excellent customer service to existing and prospective clients Key Responsibilities: - Provide accurate and timely support to Relationship Managers - Produce high quality phone and written correspondence to clients - Respond to client/RM/ investigations by phone/fax/e-mail - Spotting cross-sell opportunities and referring to Relationship Managers where appropriate - Referral of all sales and upgrade opportunities to Relationship Managers - Manage the preparation of Client Due Diligence (CDD) reviews and ensure deadlines are met, and follow up of issues raised as required by Relationship Manager - Liaising with other Departments where necessary, promptly inform Relationship Managers and the management team of any complaints. For Jersey clients ensure these are logged in command. - Deal with and process payments, deposits, securities transaction and credit applications accurately and within deadlines and follow up with any queries - Actively participate in the prevention of money laundering and fraud by strict adherence and close diligence to the Bank's policies and procedures. - Constantly challenge processes and procedures with a view to streamlining and simplifying, to reduce waste and improve service offered to internal and external clients. - Daily review of overdraft, account balance and deposit reports - Amex card and debit card ordering and all card related enquiries from clients, transferring these to the Amex or debit card centre wherever possible. Ensure all Amex card clients are on the DSA or on direct debit. - Deal with Account Opening documentation and queries as required, ensure paperwork is sent to filing on a regular basis - Co-ordinate all client visits to ensure pertinent information if available eg. Hold mail, credit cards, documentation for client's signature etc - Accurate account of all client contact to be documented via a call report or for Jersey clients via onewealth, datastore etc. - Ensure the FCA's Treating Customer's Fairly standards are consistently met - Keep up to date with existing and new SCB Private Bank products - Keep up to date with new developments in banking, financial and SCB investment products and services Knowledge / Skills / Experience Required: - Banking experience, preferably in a Private Bank Client Service role - Solid knowledge of banking practices and associated regulatory requirements - Solid knowledge of and adherence to the company's policies and procedures - Strong verbal and written communication skills - Willingness to speak/correspond to clients on a daily basis - Ability to work under pressure and meet tight deadlines - Team player - Ability to work as part of a wider team with a collaberative approach - Good understanding of the how the global financial and investment markets operate Qualifications: - A financial qualification would be advantageous (IMC, IAD for example) We are committed to building a culture that fosters a diverse and inclusive environment that's free from bias, where everyone can realise their full potential and make a positive contribution. This is just one of our values that is expressed in our brand promise - here for good. Apply Now...

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