Assistant Relationship Manager
Job Description
International Bank based in London, are looking to recruit an Assistant Relationship Manager.
Main responsibilities will include;
- Provide general assistance to Head of Private Banking and Relationship Managers on all aspects of account management. This will include meeting and assisting clients on the bank premises.
- Attend to client’s phone calls, email or letter request and to ensure that they are answered and dealt with promptly
- Support Head of Private Banking and Relationship Managers by responding to queries from AML/Compliance Department
- Review customer files periodically to ensure account due diligence is complete and up to date
- Assist with account opening, including preparing new account opening packs
- Liaise with Head Office to obtain KYC/Due diligence and; obtain/chase bank references
- Undertake payment validation process (checking signature, balances, and completing call back to client)
- Co-ordinate with Customer Services, Head Office, Private Banking teams and clients concerning credit cards settlement
- Assist clients where required with any credit/debit card enquiries or requests
To be considered for this position, ideal candidates must have the following experience and skills;
- At least 2 years Banking experience
- Proficient with Microsoft Office – Word, Excel, PowerPoint
- Demonstration of accuracy, organisation and attention to detail
- Be able to work well within a dynamic fast paced team
- Ability to work on own initiative and ability to prioritise work
- Must be task orientated and able to meet targets and deadline
- Exceptional time management skills with the ability to thrive whilst working under pressure
- Must have good attention to detail as accuracy is essential
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