Private Banking Executive
Weatherbys Banking Group
- Wellingborough, Northamptonshire
- £27,000-28,500 per year
- Permanent
- Full-time
- Liaise with clients, communicating the current proposition and product offering, executing their instructions to an exemplary standard
- Develop relationships with Private Banking clients to understand their potential banking needs
- Set up all types of new client accounts and account administration, including client transfers, debit card ordering and maintenance, excess reporting
- Monitor lending deals to ensure the relevant and appropriate security is in place, including the management of bad and doubtful debts
- Instigate debt recovery activities and coordinate with appointed officers
- Prepare credit applications and appropriate lending and security documents
- Previous experience within the UK banking sector is essential for this role
- We know most adverts say this, but it really is important that you have excellent communication skills as you will be the first point of contacts for our clients both verbally and written
- Excellent attention to detail and the ability to work to tight deadlines, our client put their trust us to deliver exceptional customer service and knowledge every time
- A sound understanding of Microsoft Word and Excel will be needed to undertake this role