Commercial Banking - Commercial Banking Executive, Professionals

Full job description
Job Description

The Commercial Banking Executive (CBE) will primarily focus on providing pro-active support to the Director and Bankers in the Professionals, Commercial Banking Team. They will support the team with client acquisition and retention via client contact, as well as support the growth aspirations of the Commercial business.


To place the interests of customers at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers and to comply with the FCA and PRA's Conduct Rules


Client service and Sales support

Main point of contact and accountability for clients in respect to their day to day banking
Building and monitoring client relationships
Supporting Director(s) and Commercial Bankers in developing, growing and retaining their portfolio of Professional Commercial Clients, ensuring a quality of service is provided at all times whilst proactively managing a portfolio of clients and help Director(s) and CommercialBankers achieve their targets
Will be competent at identifying new sales opportunities
Attending client meetings to establish strong working relationships
Support Director(s) and Commercial Bankers with onboarding of new clients
Attend events as a representative of the Bank
Manage account maintenance procedures – including account opening, mandate maintenance and account closing
Monitor, prepare and/or complete annual and adhoc client reviews – maintaining client files in the process
Analyse and present transaction reports
Liaise with internal teams, building a strong internal network
Apply a high level of attention to detail when undertaking tasks
Will be competent in managing workload, prioritising and completing within agreed timescales
General Administration

Preparing client communications
Preparing account opening and amendment forms
Responsible for keeping client records updated
Instigating and maintaining client files
Respond to adhoc client queries
Compliance
Complete compliance regulatory exams (as required), adhering to both legal and regulatory requirements
Ensuring money laundering/Know Your Customer procedures are implemented correctly and accurately
Risk:

Responsible for managing risks inherent to the role by diligently observing internal policies and procedures.

Key Interfaces:

Take ownership and support other Commercial Banking Executives
Maintain excellent relationships with Private Banking, Wealth Planning, Operations, Treasury and Compliance
Person Specification

Knowledge/Experience/Skills:

Experience in Client Facing Roles
Commercial banking experience (and experience of professional services would be seen as advantageous)
Ability to provide a very high level of client service and at all times keeping the client at the heart of everything we do
Detailed knowledge of regulatory requirements covering money laundering and criminal activity
Knowledge of products and services associated with the real estate sector
Multi-tasking capability
High level of attention to detail
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 stretching deadlines