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Private banking assistant

Plymouth
IPOE Consulting
Bank assistant
Posted: 7h ago
Offer description

International Bank based in London, are looking to recruit a Private Banking Assistant.


Main responsibilities will include;


* Provide general assistance to Head of Private Banking and Relationship Managers on all aspects of account management. This will include meeting and assisting clients on the bank premises.
* Attend to client’s phone calls, email or letter request and to ensure that they are answered and dealt with promptly
* Support Head of Private Banking and Relationship Managers by responding to queries from AML/Compliance Department
* Review customer files periodically to ensure account due diligence is complete and up to date
* Assist with account opening, including preparing new account opening packs
* Liaise with Head Office to obtain KYC/Due diligence and; obtain/chase bank references
* Undertake payment validation process (checking signature, balances, and completing call back to client)
* Co-ordinate with Customer Services, Head Office, Private Banking teams and clients concerning credit cards settlement
* Assist clients where required with any credit/debit card enquiries or requests


To be considered for this position, ideal candidates must have the following experience and skills;


* At least 2 years Banking experience
* Proficient with Microsoft Office – Word, Excel, PowerPoint
* Demonstration of accuracy, organisation and attention to detail
* Be able to work well within a dynamic fast paced team
* Ability to work on own initiative and ability to prioritise work
* Must be task orientated and able to meet targets and deadline
* Exceptional time management skills with the ability to thrive whilst working under pressure
* Must have good attention to detail as accuracy is essential

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