Job Purpose
The Business Support Assistant is responsible for supporting the delivery of exceptional client service by assisting the Banking Team with day-to-day administrative matters for clients, providing exceptional levels of service.
Key Responsibilities:
-
Handle day-to-day administrative matters to support the Assistant Banking Managers and Business Support Assistant team (inc. payment processing, account opening, foreign exchange, deposit requirements etc.)
-
Full compliance with regulatory requirements, risk appetite and Bank policies and guides to make sure we are providing good outcomes for our clients
-
Support the maintenance of internal office systems, including data management and filing, to ensure efficient operations.
-
Consistent and accurate use of CRM including addition of appointments, updating meetings notes, logging prospects, new and referred business etc.
- Preparation of documents, briefing papers, reports, returns and presentations as appropriate.
This is an office-based role, and the successful candidate will initially be required to work full-time (Monday to Friday) from our London office. The role will also require flexibility around working hours to support the organisation and covering team telephony.
Operational Excellence
-
Answer enquiries and respond to requests in a timely fashion
-
Seek to deliver a right first-time approach with minimal errors (inc. payments, onboarding, credit application keying) to enhance client experience
-
Maintain accurate and relevant client records in accordance with the Bank’s procedures and data protection (inc. KYC / anti-money laundering reviews)
Collaboration and Continuous Improvement
-
Liaise and work effectively with colleagues in other areas of the bank (incl. the Client Origination Team, Banking Operations, Credit Operations and First Line of Defence)
-
Undertake and/or support ad-hoc business tasks and projects as required
-
Role holder may also be required to carry out additional duties from time-to-time that are considered appropriate to the role holder’s knowledge and experience
-
Develop and maintain strong working relationships with colleagues and clients.
Training and Competency
-
Timely completion of mandatory eLearning and reading, and any other assigned training
Required Skills, Knowledge & Experience:
-
Good awareness of how a bank operates and its commercial environment, as well as with issues likely to affect the Bank’s client base
-
A strong commitment to excellent client service and teamwork and a desire to develop a career within a progressive bank
-
Exceptional organisational and administrative skills
-
Excellent attention to detail and high levels of accuracy
-
Strong and professional communication skills (written and oral).
-
Knowledge of relevant regulatory and compliance requirements within the banking industry.
-
A positive attitude, good interpersonal skills, and a strong desire to increase skills and knowledge.
- Ability to positively challenge both colleagues and clients where appropriate.
-
Pro-active, with the ability to work alone where required
-
Takes ownership but asks for help when needed
-
Strong level of computer literacy (inc. Microsoft applications).
-
Achieved or working towards Professional Banker Diploma and/or CeMap qualification preferable, but not essential
-
Seek out efficiencies, take on feedback and strive for continuous improvement within the Banking Team and within the Bank more widely.
To apply, please send your CV to [email protected]
