Private Banking
3 weeks ago
Banking - Real Estate Lending Junior Client Relationship Officer - Hybrid 3 days on-site London EC3
Salary range £23-30k DOE + bonus & benefits
Job description:
Business Development
To promote and support the aims of the Bank and the wider Group.
To develop and maintain an effective working relationship with the team to whom you report.
To co-operate with colleagues to promote an open and supportive environment.
To carry out your duties in a careful and professional manner.
To help expand the Banks's client base in a profitable and compliant manner.
To promote the Group generally to both existing and potential clients
Customer Service
To ensure that client perception of the Bank remains good and presents a highly professional image to clients at all times.
Maintain in-depth knowledge of the Bank's products and services.
Deal with client enquiries in a timely and efficient manner.
Management and administration:
Manage the reception process for visitors to ensure that initial arrival procedures are carried out and they are introduced to the person they are visiting quickly and in a manner that gives an excellent impression of the organisation.
To assist in efficiently and politely receive incoming telephone calls redirecting them to the required person/department, so that calls are dealt with quickly and in a manner that gives an excellent impression of the organisation.
To coordinate the receipt and collection of hand delivered mail and courier packages ensuring that they are properly recorded and passed on to the addressee as quickly as possible.
Maintain the access security function to provide access cards for all members of staff in accordance with the requirements of their roles and within Group Policy.
Where necessary, provide administrative support to specified members of personnel to assist them in providing an accurate and timely response to their clients.
Maintain support services (including desk moves and changes, intranet telephone lists, voicemail messages) ensuring an up-to-date operation.
Support other departments by understanding key tasks and providing support when required.
Provide administrative support necessary for both external and internal client meetings, i.e. diarising and provision of serviced meeting rooms, and liaising with external caterers if required.
In liaison with management, co-ordinate attendance and response to ad-hoc in-house presentations.
Experience must include:
A minimum of 12 months experience within Financial Services/Banking
Client Services administration
Special consideration to applicants who have Real Estate/Property Lending/Private Banking experience.
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