Private Banking Assistant

Recruiter
Weatherbys Bank Ltd
Location
Wellingborough, UK
Salary
Competitive
Posted
17 Jul 2019
Closes
24 Jul 2019
Ref
1211333861
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
A vacancy has arisen for a confident individual to work as part of the Private Banking team in the Wellingborough Office, who will assist the Private Banker to develop client relationships in terms of quality and quantity of lending and deposit volumes and income generated from other group banking products including foreign exchange, investment services and wealth planning.

Key Responsibilities:

┬ĚHandle daily queries relating to both Private Banking and Business clients
  • Review and action the daily and monthly reports
  • Setting up all types of new client accounts
  • Account administration, including client transfers, debit card ordering and maintenance, excess reporting
  • Prepare credit applications and appropriate lending and security documentation
  • Provide advice and relevant information to internal and external customers
  • Develop relationships with Private Banking clients to understand their potential banking needs.
  • Carrying out client instructions whilst ensuring excellent standards of customer service.

You will possess excellent communication skills along with the ability to communicate effectively with clients and colleagues in writing and in person. Maintaining accuracy and attention to detail whilst working to tight deadlines is essential. Good PC skills with sound knowledge of Microsoft Word and Excel are needed for this role. A good understanding and interpretation of financial accounts would also be advantageous.

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