Banking Operations - London, United Kingdom - Arbuthnot Latham

Arbuthnot Latham

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

***This role covers two critical service areas for the Bank. Both provide excellent administrative support to the Front Office, enabling them to offer a first class service to clients. One is responsible for onboarding new clients, managing switching requests and maintaining client static data throughout the banking relationship; the other provides centralised support to all areas of the Bank in terms of scanning, distribution and archiving of client documentation.

To place the interests of customers 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.

Key Responsibilities:

Client Service

Client Data:

Review new account packs and use relevant information to open new accounts, order new account stationery and set up online banking to the agreed standards of formatting within the agreed Service Level Agreements
Communicate with Private/Commercial Bankers with updated progress on the onboarding of the client
Manage Current Account Switching cases and monitor the progress daily to ensure completion
Monitor incoming client data requests and complete accurately in line within the agreed Service Level Agreements
Proactively engage with all teams across the Arbuthnot Latham business to ensure client needs are understood and delivered

Document Control:

Relevant client related post is either scanned or distributed across the business in a timely manner
All adhoc scanning requests are turned around quickly and efficiently in line with SLAs
Clearing and banking cheques are scanned in line with set SLAs
The Document Control Team inbox is monitored and actioned accordingly
Provide day to day support to all business areas on the Document Management system
All outgoing post is franked accurately and prepared for collection by the relevant postal service
All returned mail is managed according to bank policy
Filing is regularly maintained All client documentation is archived in line with regulatory requirements

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
Ensuring all client documentation is saved in one central place (Document Management System)
Provide cover across both teams when required
Report any system faults and ensures a speedy recovery of service
Responsible for managing risks inherent to the role by diligently observing internal policies and procedures
People:
Actively help and support colleagues within the immediate team and wider Banking and Treasury 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
Represent the team in testing enhancements or project meetings as and when required by the Client Data & Document Control Team Manager.

Risk:

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

.

Key Interfaces:

Front office staff of all levels
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
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
Attention to Detail
Working Proactively
Planning & Reviewing
Communication and Confidence

About Us
***
Life, Work and Benefits

Agile working
Competitive salary, pension & holiday allowance
BUPA Health cover
4x Life Assurance
Income Protection scheme
Discretionary bonus
Market leading maternity/paternity and menopause policies
Flexible benefits

Data Privacy and Reasonable adjustments
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