Relationship Support Officer

2 weeks ago

Northwich, United Kingdom Advantage Resourcing Full time

This is a Relationship Support Officer, and the main purpose of this role will be to manage the existing base of key client relationships and provide transaction level support for the Relationship Managers and Senior Relationship Managers.

This comes with an excellent benefits package, pension scheme and bonus.

Your day-to-day responsibilities:

- Primary point of contact for the customer for all support and documentation related escalations
- Work on customer due diligence / KYC for new Bank clients as well as existing client base
- Handle documentation related to clients on-boarding and keep the client/ Relationship Managers abreast of the status
- Maintaining regular contact and building trust and rapport with customers
- Act as back-up for Relationship Managers as and when needed by the business
- Support account closing process - liaise with internal department and obtain necessary approvals.
- Internal documentation handling
- Support Relationship Managers with ad-hoc inquiries and other reports.
- Communicate with customers in a professional manner
- Manage non-facility customers
- Communicate the Bank's products and services to existing and new customers
- Attend to all requests of customers within remit

We are looking for someone with the following skills:

- Educated to degree level
- Experience in Banking customer services
- Knowledge of operations/back office skills
- Experience with building relationships and achieving targets
- Experience in managing customer and compliance queries
- A team player is required as the role entails active participation in the team, in addition to being able to work autonomously
- Ability to interact professionally with clients
- Ability to prioritise workload and be self-sufficient.
- Excellent MS Office, including Excel, Word and Outlook skills.
- Excellent telephone and written communication skills

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