Personal banker Work, Jobs in Abbots Langley (with Salaries)

Offboarding - Operations Assistant
Arbuthnot Latham —London
- Microsoft Office
- Communication skills
- Banking
18h
Senior Private Banker
Agius & Partners —London
- Management
- Communication skills
- Banking
Quick apply
Senior Reporter - PE Hub
PEI Group —London
- Microsoft Office
- Computer skills
- Communication skills
Private Banker
Revolut —London
- English
- Communication skills
- Banking
Commercial Banking - Senior Commercial Banker - Real Estate
Arbuthnot Latham —London
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Debt Restructuring - Associate
Rothschild & Co —London
- Full-time
- Analysis skills
- Computer networking
Business Delivery Manager
Cynergy Bank —London
- Up to £100,000 a year
- Hybrid work
- Banking
- Annual leave
2d
Head of Customer Due Diligence - 12-18 Month FTC
Arbuthnot Latham —London
- Banking
8d
Asset & Wealth Management - Quantitative Strategist -VP - London
Goldman Sachs —London
- Full-time
- Employee assistance programme
Commercial Banking - Senior Commercial Banker, Trading
Arbuthnot Latham —London
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Data Reporter
Infopro Digital Services Limited —London
- Full-time
- Hybrid work
- Data analysis skills
- Presentation skills
- Banking
- Annual leave
- Employee assistance programme
Quick apply
20h
Healthcare Investment Banking - Associate
Rothschild & Co —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Global Corporate Banking - Venture Capital Relationships - Associate
JPMorganChase —London
- Full-time
- English
- Communication skills
1d
Investment Associate, Private Capital
Ontario Teachers' Pension Plan —London
- Full-time
- English
- Analysis skills
- Bachelor's degree
Corporate Banking Associate - Real Estate
Citi —London
- Full-time
- Analysis skills
- Financial services
- Communication skills
Experienced Associate, Asset-Backed Finance
lincoln international —London
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
Investment Banking Division - M&A - Vice President
Morgan Stanley —London
- English
- Analysis skills
- Accounting
Private Banker - French
Revolut —London
- English
- Communication skills
- Banking
Credit Analyst/Associate - Financial Institutions, GCIB Credit
Bank of America —London
- Full-time
- Bachelor's degree
- Organisational skills
- Financial services
- Employee assistance programme
Marketing Analyst
Rothschild & Co —London
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Presentation skills

I want to receive the latest job alerts for personal banker in abbots langley

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Offboarding - Operations Assistant

Arbuthnot Latham -
London

Apply Now

Job details

18 hours ago

Benefits

Cycle to work scheme
Company pension
Private medical insurance

Qualifications

Microsoft Office
Communication skills
Banking

Full job description

Job Description

To provide excellent administrative support to the Front Office, enabling them to offer a first class service to clients. Responsible for account closures and offboarding clients, managing switching out requests and updating/archiving client static data at the end of their banking relationship.

To place the interests of clients 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.

Review account closure requests and use relevant information to close accounts and disable online banking to the agreed standards of formatting within Service Level Agreements
Communicate with Private/Commercial Bankers to update progress on the offboarding of the client
Communicate verbally and in writing with clients during the offboarding process
Manage Current Account Switching cases and monitor the progress daily to ensure completion
Monitor incoming requests and complete accurately in line within Service Level Agreements
Proactively engage with all teams across Arbuthnot Latham to ensure client needs are understood and delivered
Monitor and action the Offboarding Team inbox

Operational Excellence

Generate and deliver continuous improvement to processes to enhance client service
Ensure all operational guidelines are prepared, followed and maintained
Contribute to projects using relevant expertise to enhance the delivery and output to benefit the client and business
Ensure all client documentation is saved in one central place (Document Management System)
Report any system faults and ensure a speedy recovery of service.
Actively help and support colleagues within the immediate team and wider Banking Operations Department
Proactively seek business overviews, cross training, coaching or mentoring that will either enhance your deliverables to the end client and/or your own progression within Arbuthnot Latham

Other Duties

Provide cross-team support to wider Client Data & Document Control team as required to manage fluctuations in Offboarding and CDT/DCT workloads.

Risk:

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

Key Interfaces:

Front office colleagues at all levels of the organisation
Third party suppliers

Person Specification

Knowledge / Experience/Skills:

Experience and knowledge of the regulations required for working within the Financial Industry in particular Anti-Money Laundering and Data Protection Act desirable
Previous banking experience desirable
Knowledge and experience of servicing private client business and understanding the requirements and expectations of the HNW market – desirable
Proven ability to transfer data accurately required
High level of attention to detail
Excellent communication skills both written and verbal with clients, providers and senior management coupled with a high level of confidentiality, diplomacy and discretion
Good system skills with experience of Microsoft office
Excellent telephone manner
Team working - it is essential that all staff members have a strong team player focus
Enthusastic and dependable
Able to multi task to meet deadlines/manage time
High level of professionalism at all times

Competencies:

Client Focus
Team Working
Working Proactively
Planning & Reviewing
Communication and Confidence

About Us

Life, Work and Benefits

At Arbuthnot Latham, we seek proactive individuals who embrace high standards and bring the energy needed to drive success. In return, you can thrive in a dynamic environment that values your innovative ideas and provides the stability and support for your personal and professional growth. Our human-scale ethos means that everyone is recognised as an individual, not just a number, creating a workplace where you truly belong and thrive.

As a service led, relationship driven bank, in-person collaboration and wellbeing are important to us and drives our inclusive culture. With this in mind we offer one day a week working from home.

Benefits

Competitive holiday allowance with the ability to buy / sell / rollover up to five days per year
Pension via market leading provider
Private Healthcare cover
4x Life Assurance
Discretionary Bonus
Access to a suite of flexible benefits including Cycle to Work Scheme, Gym Scheme, Health Assessment, Season Ticket / Travel loans and Dental insurance as well as other discounts / vouchers

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.

Apply Now

Refine Your Search

personal banker jobs in abbots langley

Offboarding - Operations Assistant

Senior Private Banker

Senior Reporter - PE Hub

Private Banker

Commercial Banking - Senior Commercial Banker - Real Estate

Debt Restructuring - Associate

Business Delivery Manager

Head of Customer Due Diligence - 12-18 Month FTC

Asset & Wealth Management - Quantitative Strategist -VP - London

Commercial Banking - Senior Commercial Banker, Trading

Data Reporter

Healthcare Investment Banking - Associate

Global Corporate Banking - Venture Capital Relationships - Associate

Investment Associate, Private Capital

Corporate Banking Associate - Real Estate

Experienced Associate, Asset-Backed Finance

Investment Banking Division - M&A - Vice President

Private Banker - French

Credit Analyst/Associate - Financial Institutions, GCIB Credit

Marketing Analyst

I want to receive the latest job alerts for personal banker in abbots langley

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected