• Main point of contact and accountability for clients in respect to their day to day banking
• Building and monitoring client relationships
• Supporting Commercial Bankers in developing, growing and retaining their portfolio of Commercial Clients, ensuring a quality of service is provided at all times whilst proactively managing portfolio of clients and help Commercial Bankers achieve their targets
• Will be competent at identifying new sales opportunities
• Develop sales pitches, analysing client book to identify target clients’ needs and attending client meetings to establish strong working relationships
• Undertake proactive client calls and ensure commercial banker’s follow up on all client leads and facilitate client meetings
• Preparing full client briefs and research for commercial bankers
• Manage account maintenance procedures – including account opening and account closing
• Initiate, discuss and complete Credit Applications on behalf of CB’s
• Monitor the return of Facility letters, and completion of lending transactions in Flexcube
• Monitor, prepare and/or carry out annual credit reviews
• Monitor, prepare and/or complete annual client reviews – maintaining client files in the process

General Administration

• Preparing Client communications
• Preparing account opening forms
• Responsible for keeping client records updates
• Instigating and maintaining client files

Commercial Bankers Organisation

• Organising, maintaining and coordinating diaries for the Director and CBs (including future planning of meetings, meeting preparation, planning for issues)
• Organise travel schedule as required

Support the bank’s Change & innovation agenda

• Complete user acceptance testing of technology updates, new functionality & systems used in front office as required
• Input to change projects to give ideas, input and requirements as required 

Compliance

Complete compliance regulatory exams (as required), adhering to both legal and regulatory requirements

Key Interfaces

• Take ownership and support other CBE’s
• Maintain excellent relationships with Private Banking, Wealth Planning, Operations, Treasury and Compliance
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