• 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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