Commercial Banking - London, United Kingdom - Arbuthnot Latham

Arbuthnot Latham

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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Job Purpose

The Commercial Banking Executive (CBE) will primarily focus on providing pro-active support to the Director and Bankers in the Commercial Banking Team.

They will support the team with client acquisition and retention via client contact, but will primarily provide support in the preparation of lending proposals and support the growth aspirations of the Commercial business.

Key Responsibilities

_ Client service and Sales support_

Main point of contact and accountability for clients in respect to their day to day banking
Building and monitoring client relationships
Supporting Commercial Bankers in developing, growing and retaining their portfolio of Commercial Clients, ensuring a quality of service is provided at all times whilst proactively managing portfolio of clients and help Commercial Bankers achieve their targets
Will be competent at identifying new sales opportunities
Develop sales pitches, analysing client book to identify target clients' needs and attending client meetings to establish strong working relationships
Undertake proactive client calls and ensure commercial banker's follow up on all client leads and facilitate client meetings
Preparing full client briefs and research for commercial bankers
Manage account maintenance procedures including account opening and account closing
Initiate, discuss and complete Credit Applications on behalf of CB's
Monitor the return of Facility letters, and completion of lending transactions in Flexcube
Monitor, prepare and/or carry out annual credit reviews
Monitor, prepare and/or complete annual client reviews maintaining client files in the process

_General Administration_

Preparing Client communications
Preparing account opening forms
Responsible for keeping client records updates
Instigating and maintaining client files

_Commercial Bankers Organisation_

Organising, maintaining and coordinating diaries for the Director and CBs (including future planning of meetings, meeting preparation, planning for issues)
Organise travel schedule as required
_Compliance_
Complete compliance regulatory exams (as required), adhering to both legal and regulatory requirements
Key Interfaces
Take ownership and support other CBE's
Maintain excellent relationships with Private Banking, Wealth Planning, Operations, Treasury and Compliance

Person Specification
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_Knowledge/Experience_

Experience in Client Facing Roles
Commercial banking experience, supporting clients
Ability to provide a very high level of client service and at all times keeping the client at the heart of everything we do
Detailed and demonstrable technical knowledge around all areas of Lending
Detailed knowledge of regulatory requirements covering money laundering and criminal activity
Knowledge of products and services associated with the Commercial Sector
Multitasking capability
Ability to develop a network both internally and externally to mutually benefit the team and the Bank.
Ability to work under pressure, deal with a heavy workload and deliver against stretching deadlines

_Skills_