International Bank based in London, are looking to recruit a Private Banking Assistant.
Main responsibilities will include;
Provide general assistance to Head of Private Banking and Relationship Managers on all aspects of account management. This will include meeting and assisting clients on the bank premises.
Attend to client’s phone calls, email or letter request and to ensure that they are answered and dealt with promptly
Support Head of Private Banking and Relationship Managers by responding to queries from AML/Compliance Department
Review customer files periodically to ensure account due diligence is complete and up to date
Assist with account opening, including preparing new account opening packs
Liaise with Head Office to obtain KYC/Due diligence and; obtain/chase bank references
Undertake payment validation process (checking signature, balances, and completing call back to client)
Co-ordinate with Customer Services, Head Office, Private Banking teams and clients concerning credit cards settlement
Assist clients where required with any credit/debit card enquiries or requests
To be considered for this position, ideal candidates must have the following experience and skills;
At least 2 years Banking experience
Proficient with Microsoft Office – Word, Excel, PowerPoint
Demonstration of accuracy, organisation and attention to detail
Be able to work well within a dynamic fast paced team
Ability to work on own initiative and ability to prioritise work
Must be task orientated and able to meet targets and deadline
Exceptional time management skills with the ability to thrive whilst working under pressure
Must have good attention to detail as accuracy is essential