Banking Client Relatioship - London, United Kingdom - Intelligent Resource Ltd

Intelligent Resource Ltd

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The UK Relationship Banking division manages the Bank's existing client relationships with technology and life science organisations and investment funds in the UK and Europe.

The Group is also responsible for structuring debt facilities for new prospect companies and funds and plays an active role in deal origination through its relationships with the Venture Capital, Private Equity and advisory community.

The team covers a broad range of transactions and business profiles from growth stage, pre-revenue, venture-backed companies to mid-market, private and publicly listed corporates.

Relationship Enablement is a newly developed function of the UK Branch and part of the UK Relationship Banking business.

The function comprises a team of staff that support client relationship management and account maintenance activities as well as banking product sales and co-ordination of product implementation (non-credit related).

The group works very closely with the UK Relationship Banking teams as well as Implementation / Operations / Client Service / Financial Crime teams who implement products and handle day-to-day service enquiries.

Primary Responsibilities:

Support Relationship Managers and Relationship Advisers in meeting the daytoday banking needs of clients including, client queries, account maintenance and product modifications, dormancy and inactive account management, complaints, complex fee investigations and mandate supersede requirements
Undertake daily identification, research and tracking to resolution of unauthorised overdrafts.
Ensure data integrity is maintained/enhanced when completing workflow tasks by inputting comprehensive and ordered client information in a timely manner into SVB systems (including CRM and Remedy)
Proactively collaborates with the Relationship, Operations, Financial Crime, Client Service, and Risk & Compliance teams, both locally and globally.

Qualifications

Excellent client service experience
Successful track record working with commercial clients and the relevant types of products and service solutions available to commercial clients
Strong understanding of banking and payment systems and a knowledge of the Financial Regulatory environment e.g. AML, Data Protection is desired, but not essential
Able to manage and coordinate workflow across multiple teams, communicate effectively across the business and complete assignments accurately and within designated, often pressurised, time frames
Hardworking, selfmotivated and able to work independently in a teamoriented environment
Detail oriented and ability to prioritize assignments and workload
Good working knowledge of Microsoft packages, Excel, Word, CRM etc desirable, although not essential

Salary:
£160.00-£180.00 per day

Schedule: