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Commercial Banking - Commercial Banker, Real Estate (North West) | London, UK

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Co-operative Bank plc

Customer Service officer – Bristol

Co-operative Bank plc • Bristol, United Kingdom • via Talents By StudySmarter

4 days ago

£18,480–£27,600 a year

Full–time

No Degree Mentioned

Apply on Talents By StudySmarter

Job description

Overview

Customer Service Officer

Location: Bristol

Salary: £23,000

Contract: 12 month (fixed term)

Hours: Full Time - 35 hours per week

Monday - Friday 09:00 - 17:00 and two Saturdays a month 09:00 - 13:00

Want to change the world? Choose a career that makes a difference

At The Co-operative Bank we’re proud to be different. We’re proud of our values and ethics, and our unique, customer-led Ethical Policy that shapes everything we do.

Born out of the co-operative movement over 150 years ago, you could say that doing the right thing has always been our thing. We don’t just help people with their money, but help people fight for justice and the causes they care about.

We put people at the heart of every decision we make and there’s never been a more important time for our Bank to stand up for the causes that matter most to our customers, colleagues and partner organisations.

Join us and help us continue to make progress in environmental and societal change, all with the UK’s original ethical bank.

What a typical day will look like

• Acting as the first point of contact for personal and business banking customers within the branch and supporting customers through our digital transformation

• Supporting customers across a variety of channels including in person, telephone and secure digital messages

• Identifying and addressing customer’s needs

• Cash management control

• Utilizing various internal systems to update customer records

• Encouraging customers to schedule an appointment with our dedicated Personal Banking Team to discuss additional products and services

• Protecting and educating customers against fraud and scams

• Engaging with customers from various backgrounds including those who may be vulnerable

• Working towards personal/team targets and objectives

• Adhering to day to day regulatory and compliance requirements

• Working as part of a team, sharing and identifying ways to improve the service provided by the branch

• Participating in community outreach work and charity projects

Knowledge, skills and experience required

• Previous experience gained within a customer service environment is essential (knowledge of cash handling would be advantageous)

• A passion for excellent customer service with a positive, enthusiastic and resilient approach

• Proven success in achieving targets, objectives or deadlines

• Computer literate with the ability to navigate quickly and confidently around multiple systems whilst speaking to customers

• Proficiency in assisting customers from diverse backgrounds, including vulnerable individuals

• The ability to work in a fast paced environment

What You Can Expect From Us

• 27 days holiday rising to 30 with service, plus opportunity to buy 5 extra days

• Competitive pension with up to 10% employer contribution

• Income protection / life assurance

• Commitment from employers on continued learning & development

• Wellbeing support ‘Help@Hand’ offers mental health support, physiotherapy, GP’s for both you and your family

• 2 paid days for volunteering per year

• ‘MyReward’ corporate discount for over 800 retailers and Cycle to Work Scheme

• Family friendly policies and supportive working environment

• Colleague network groups committed to inclusion and diversity within our Bank

We can only consider candidates with the right to work in the UK at this time.

Our Bank is passionate and committed to continuing to create a diverse workforce and an inclusive environment where all colleagues can fulfil their potential.

At the beginning of the year, The Co-operative Bank officially became part of the Coventry Building Society Group. Together, we have shared values and an ethical approach towards our members, customers and colleagues.

reputable employer regulated by the Financial Conduct Authority, all offers of employment for this role are subject to a series of background checks, including criminal history checks and financial checks.

We reserve the right to close this advert early if we receive a high volume of suitable applications.

• Rated by Morningstar Sustainalytics in the Regional Banks sub-industry with a score of 11.2 as of 14 January 2025.

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Arbuthnot

Commercial Banking - Commercial Banker, Real Estate (North West) | London, UK

Arbuthnot • London, United Kingdom • via EFinancialCareers

7 days ago

Full–time

No Degree Mentioned

Apply directly on EFinancialCareers

Job description

Commercial Banking - Commercial Banker, Real Estate (North West)

Job Description

This role will cover the North West and will be based out of our Manchester office

Job Purpose

• Offer a sophisticated Commercial Banking service that caters to the unique needs of Real Estate individuals and businesses with an expected target client value of £3-10m (but not limited to this amount)

• Develop and enhance relationships with both new to bank and existing Real Estate individuals and businesses

• Provide effective lending to meet the needs of such clients, building a profitable and sustainable portfolio which contributes positively to the AL balance sheet

• Work professionally and proactively to represent the Bank both externally and internally

• Work closely with Private Bankers and, where appropriate, other Group businesses to encourage internal networks for the referral of business

Key Responsibilities

• Primary relationship management responsibility for a portfolio of Real Estate clients, serving as their strategic partner in the bank and acting collaboratively with other team bankers to provide a gateway to other products and services

• Meet new business development targets and ensure unwavering commitment to service excellence

• Manage a portfolio of liabilities (specialising in the management of a loan book)

• Develop and present business cases and initiate credit proposals that match financial solutions to your clients' needs

• Overall responsibility for your own risk and regulatory performance as a key member of the banking team, including the client acquisition process

• Manage and develop an extensive network of external business relationships and introducers to acquire, develop and service clients

• Work proactively with the Director, Real Estate/Senior Commercial Banker to develop a strategic business plan for your area, including support in the development of Support staff.

C ompliance

• Complete all internal Compliance training

• Follow the Bank's policies and procedures

• Some First Line of Defense testing work as assigned to the job holder

Key Interfaces

• Clients - and their representatives and advisers

• Banking team - both locally and across the wider Commercial and Private Banking businesses

• Director, Real Estate

• Back Office departments including working closely with Credit, Compliance, Portfolio Control and the Operations departments

Person Specification

Knowledge/Experience

• An understanding of Real Estate lending with knowledge across the financial services industry and of the sector

• Experience in a client facing role would be beneficial

• Ability to provide a very high level of client service and at all times keeping the client at the heart of everything we do

• An appreciation of the regulatory requirements that the Bank must comply with, in particular an understanding of anti money laundering processes and criminal activity

• General knowledge of products and services associated with the Commercial Sector

• Multi-tasking capability

• Ability to develop a network both internally and externally to mutually benefit the team and the Bank

• Ability to work under pressure, deal with a heavy workload and deliver against deadlines

• Good organsational skills and taking ownership for own work.

• Being able to identify issues and raise them appropriately with Line Manager

• High levels of accuracy requisite

• A proven track record in developing new business and growing a portfolio of clients is preferred but not essential, however, showing an understanding of sources of business is key.

• Fulfil the responsibilities required under the FCA's Certification Regimes, and Conduct Rules. The role will be a Certified Person under Regulatory rules.

Skills

• Good Interpersonal skills including Networking, Negotiation, Presentation, Influencing and Collaboration

• Awareness of the required Business Development skills

• An understanding of risk analysis and credit report writing skills, incorporating the ability to present effectively to Credit Committee in a way that inspires confidence and credibility is preferred but not essential.

• Competence with Microsoft Office, including Word, Excel and Powerpoint

Qualifications

• A desire to work towards relevant Banking qualifications but this is not essential

Competencies

• Business and Commercial Focus

• Performance Focus

• Planning & Reviewing

• Team Working & Collaboration

• Communication & Confidence

About Us

Life, Work and Benefits

Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.

• Agile working

• Competitive salary, pension & holiday allowance

• BUPA Health cover

• 4x Life Assurance

• Income Protection scheme

• Discretionary bonus

• Market leading maternity/paternity and menopause policies

• Flexible benefits

Data Privacy and Reasonable adjustments

We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice

https://careers.arbuthnotlatham.co.uk/files/RecruitmentPrivacyNotice.pdf

Reasonable adjustments : Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us at [email protected]. Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.

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