Private Banking Executive

Weatherbys Private Bank

Location: Northamptonshire
Closing Date: Friday, June 24th 2016

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Job Type: Accounts / Admin / Customer Service

Job Description

Private Banking Executive

Starting Salary: £25,000pa+ dependent on experience

A vacancy has arisen for a confident individual to work as part of the Private Banking team.  The successful candidate will assist with administration in the Private Banking Team and with 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 deal with 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.

The successful candidate will ideally have previous banking experience, including a knowledge of and experience in lending. You will possess excellent communication skills and 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 also an essential requirement. Good PC skills with sound knowledge of Microsoft Word and Excel are essential. A good understanding and interpretation of financial accounts would also be advantageous.

Closing Date: 24th June 2016

This role is based in our Wellingborough office. 

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

Please state Equine Careers when applying for this vacancy.

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