Associate - Private Banking

Application Deadline: 28 August 2025

Hybrid Working Pattern: 3 days in Office & 2 WFH

About us

Cynergy Bank is the UK’s human digital bank serving the needs of ‘scale up’ or medium sized and fast-growing SMEs; professionals; high net worth and mass affluent individuals, in essence those market segments that still value human service enabled by great technology.

We recognise that professional and personal lives often overlap and our mission is to help empower our customers to achieve their ambitions by serving all their interdependent banking needs. We provide a comprehensive range of digitally enabled products and services to meet the property finance, business and commercial banking, private banking and personal savings needs of our customers.

Our human and digital model transforms banking for customers who still value a face-to-face relationship that is enabled by the latest digital technology.

We partner with firms such as Google Cloud, Cigniti and Slalom as we continue to innovate in the human digital space.

Cynergy Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Eligible deposits with Cynergy Bank plc are protected by the UK Financial Services Compensation Scheme .

For more information on Cynergy Bank visit

Company Benefits

• Competitive Salary and Company Bonus
• Competitive holiday allowance plus bank holidays
• Option to purchase an additional 10 days holiday
• Pension contribution and Life Assurance
• Income Protection Scheme and Season Ticket Loan
• Medical Cover (After Probation)
• Electric Car Scheme and Money Coach (After Probation)

The Role

As an Associate – Private Banking, you’ll play a key role in supporting Relationship Directors to onboard new clients smoothly and efficiently. You'll focus on acquiring Business Current and Savings Accounts, promoting deposit growth, and creating exceptional client journeys that turn prospects into loyal brand advocates.

Key Responsibilities

Client Acquisition & Onboarding

• Drive the onboarding of new Business Current Accounts and Savings products
• Ensure a frictionless experience by closely coordinating with Relationship Directors
• Champion client satisfaction — making every new client feel valued from day one

Strategic Deposit Growth

• Support strategies to attract low-cost, stable deposits, improving the Bank’s net interest margin
• Collaborate across teams to align deposit activity with business goals
• Present Cynergy Bank’s tailored cash management solutions effectively to both new and existing clients

Relationship Management & Advocacy

• Build strong client connections that encourage long-term engagement and referrals
• Act as a trusted partner in helping clients meet their liquidity and financial management needs

Governance & Feedback

• Ensure compliance with internal policies, including KYC/AML requirements
• Identify areas for improvement and provide feedback to product and operations teams
• Represent Cynergy Bank at networking events to raise visibility and attract new business

What You’ll Bring

• Experience in business banking operations, client onboarding, or relationship support
• Strong understanding of deposit products and the SME sector
• Excellent interpersonal and stakeholder management skills
• Proactive mindset with a focus on client success and process improvement

Requirements of role

• Technical skills
• Relevant and/or preferred qualifications (please specify required or preferred)
• Soft skills
• Risk and/or governance responsibilities
• Outline of Leadership responsibilities (if applicable)