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