A Personal Banker is sought by an international banking organisation to operate as the first point of contact to International Personal Banking clients. You will be offering financial solutions within defined parameters and governance processes.
The Role...
It will be your responsibility to build and nurture relationships with customers, as such, you will
Deliver an exceptional level of customer service through a variety of mediums, including phone, email and face to face
Prioritise workload to ensure targets are attained, supporting colleagues with work allocation and delivery to ensure high standards of customer service across the team
Engage proactively with other departments, keeping up to date with professional reading and completing internal training requirements
Identify and plan continuous improvement and innovation initiatives. Review existing client products to determine cross sell opportunities and to advise of new products available, referring to the New Business team to support cross-sale targets
About You...
Ideally, you will be proactive and adaptive at working in a dynamic business environment. You will need
Customer service experience preferably within banking
Ability to build a rapport with customers over a variety of mediums
Great problem-solving skills, able to respond to customer queries efficiently
The Reward...
This is the perfect opportunity to join a company with bases across the globe. In return for your hard work, you will receive
Salary commensurate with skills and experience
Full company benefits package
Senior Onboarding Officer required to join a private wealth group to review all new personal account applications from the various distribution channels within Wealth International.
The Role....
Supporting & checking of new starters applications and sign off of Standard Medium Risk rated accounts ensuring that these are in line with regulatory, internal and group requirements, contributing to a positive overall client experience
Review files and information on potential new clients of all risk ratings, identifying deficiencies and following up on all queries to resolution and ensure that new business reviews are conducted in line with the Client Take on and Maintenance Manual updated from time to time by Compliance
Validate source of funds/wealth in line with Compliance guidelines and ensure that relevant business/compliance approval is obtained prior to account opening
Undertake relevant searches mainly via the internet to highlight adverse media, PEP connections, sanctions considerations and corroborate activities / SOW
Prepare account opening packs for Compliance/Director approval/sign off and perform sense check on Tax classification
Conduct training/checking of all new starters personal account applications from the various distribution channels within Wealth International, including assessing and allocating new business and team tasks daily to trainees and acting as point of contact for the team/trainee for Technical On-Boarding guidance
About you...
Previous Banking experience, specifically within Onboarding and /or Risk
Experience in dealing with corporate onboarding is preferred, although not essential
Analytical, process driven and confident in decision making
The Reward...
Competitive salary and excellent benefits scheme
Corporate Service Team Analyst required to join the Corporate Services team of an international bank to respond and investigate queries and provide support on business processes, policies and procedures.
The Role...
Providing crucial support to customers and colleagues in the contact centre
Identifying barriers to performance and coordinating improvements to enhance our efficiency
Working closely with operational centres, providing coaching and support to increase efficiency and knowledge
Keeping accurate records of day to day operations, logging incidents and identifying trends
Reviewing manual or ineffective processes which could be automated or enhanced
Maintaining a focus on improving our customer service and experiences
About you...
To be successful in this role, you’ll need to have excellent planning and organisational skills, along with good attention to detail. You’ll perform well under pressure, and be confident in your ability to manage multiple tasks while maintaining high levels of accuracy throughout.
Previous experience of analysing and using performance data
The ability to convey information in a simple and understandable way
An understanding of contact centre operations and performance metrics
Microsoft Office skills, including PowerPoint, Excel and Word
The Rewards...
Competitive salary and benefits package
Hours: 35 hour a week
Senior Onboarding Officer required to join a private wealth group to review all new personal account applications from the various distribution channels within Wealth International.
The Role....
Supporting & checking of new starters applications and sign off of Standard Medium Risk rated accounts ensuring that these are in line with regulatory, internal and group requirements, contributing to a positive overall client experience
Review files and information on potential new clients of all risk ratings, identifying deficiencies and following up on all queries to resolution and ensure that new business reviews are conducted in line with the Client Take on and Maintenance Manual updated from time to time by Compliance
Validate source of funds/wealth in line with Compliance guidelines and ensure that relevant business/compliance approval is obtained prior to account opening
Undertake relevant searches mainly via the internet to highlight adverse media, PEP connections, sanctions considerations and corroborate activities / SOW
Prepare account opening packs for Compliance/Director approval/sign off and perform sense check on Tax classification
Conduct training/checking of all new starters personal account applications from the various distribution channels within Wealth International, including assessing and allocating new business and team tasks daily to trainees and acting as point of contact for the team/trainee for Technical On-Boarding guidance
About you...
Previous Banking experience, specifically within Onboarding and /or Risk
Experience in dealing with corporate onboarding is preferred, although not essential
Analytical, process driven and confident in decision making
The Reward...
Competitive salary and excellent benefits scheme
Corporate Service Team Analyst required to join the Corporate Services team of an international bank to respond and investigate queries and provide support on business processes, policies and procedures.
The Role...
Providing crucial support to customers and colleagues in the contact centre
Identifying barriers to performance and coordinating improvements to enhance our efficiency
Working closely with operational centres, providing coaching and support to increase efficiency and knowledge
Keeping accurate records of day to day operations, logging incidents and identifying trends
Reviewing manual or ineffective processes which could be automated or enhanced
Maintaining a focus on improving our customer service and experiences
About you...
To be successful in this role, you’ll need to have excellent planning and organisational skills, along with good attention to detail. You’ll perform well under pressure, and be confident in your ability to manage multiple tasks while maintaining high levels of accuracy throughout.
Previous experience of analysing and using performance data
The ability to convey information in a simple and understandable way
An understanding of contact centre operations and performance metrics
Microsoft Office skills, including PowerPoint, Excel and Word
The Rewards...
Competitive salary and benefits package
Hours: 35 hour a week
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