Customer Relations Support

Our Banking client is looking for Customer Relations Support to join their team on a full-time permanent basis. Ideal candidate must have either a Retail, Private Banking or Commercial Banking background.

Responsibilities include (but not limited to):

• To assist in the customers journey from account opening to closing of their accounts.
• To advise customers on movement of funds both in and out of the bank.
• To assist customers in the completion of payment instructions.
• To review customer documentation, carrying out necessary controls to ensure accuracy of static data.
• To maintain customer records.
• To deal with customer queries.
• To keep in regular contact with customers and respond to their needs.
• To assist Management in handling various clients in a mature and responsible manner.
• To ensure a good knowledge and understanding is acquired of all banking services offered to clients.
• To familiarise yourself with all banking forms and clearly understand them, thus enabling you to contact customers/prospective customers.
• To comply with Anti-Money Laundering Regulations as set out by the Bank.
• To read and understand Marketing Reports written by Management.
• To ensure that KYC documentation is completed and updated for customers.
• To ensure enhanced due diligence is carried out on customers who are required to.
• To report monthly statistics.
• To assist the Back office in the verification of payments (CHAPS and SWIFT).
• To assist the Back office when needed in their operational needs.

Experience and Skills:

• Two years relevant Banking experience.
• Experience of working in a relationship management role or customer centric role delivering high levels of customer service.
• Demonstrable experience of effective management of customer databases.

For more information on this role please contact Barbara Houghton by sending your CV and quoting ref 16846BH