Private Banking Assistant

• Admin
• Banking
• Customer Service

Closing date: Friday 22nd September 2017

Job Details

Private Banking Assistant

Closing Date for Applicants:
Friday 22nd September 2017

Salary - Depending on Experience and Qualifications

A vacancy has arisen for a confident individual to work as part of the Private Banking team, who will assist with all aspects of administration. You will also be responsible for developing client relationships in terms of quality and quantity of lending, deposit volumes and income generated from other group banking products including, foreign exchange, investment services and wealth planning. 

Key Responsibilities:

• Handle daily queries relating to both Private Banking and Business clients.
• Setting up of new client accounts, including the completion of all associated documentation.
• Review and action daily and monthly portfolio reports and handle any associated administration.
• Account administration, including client transfers, debit card ordering and maintenance, excess reporting.
• Provide advice and relevant information to internal and external customers.
• Carrying out client instructions whilst ensuring excellent standards of customer service.

You will possess excellent communication skills along with the ability to communicate effectively with clients and colleagues in writing and in person. Maintaining accuracy and attention to detail whilst working to tight deadlines is essential. Good PC skills with sound knowledge of Microsoft Word and Excel are needed for this role. A good understanding and interpretation of financial accounts would also be advantageous. 

If you are interested in this role please send your CV with covering letter to Human Resources.  Alternatively, email mwatson@weatherbys.co.uk copying in your Line Manager for information.

Closing Date: 6 October, 2017

Employees may be eligible for a Finder’s Fee upon recommendation of a successfully appointed applicant. Please contact HR for further details.

Weatherbys upholds the principles of equality and diversity and actively promotes opportunity for all employees both current and prospective.