Private Banking Assistant

Join us as a Private Banking AssistantIn your new role, you’ll be supporting our private bankers, helping them to provide a seamless client experienceYou’ll act as the second point of contact for our clients, making sure that their needs are delivered in an efficient and timely mannerYou’ll prosper in a supportive and collaborative environment, where we’ll help you to achieve qualifications and build upon your existing skillsThis job does not meet Skilled Worker visa sponsorship requirementsThis job can bebased in Isle of Man and Jersey but you’ll need to clearly state on your CV that you have the right to live and work in these locationsWhat you'll doYou’ll be assisting our private bankers in all client matters including analysing complaints and handling resolutions.

We’ll look to you to make sure that policies and procedures are followed for all client business and identify marketing opportunities to drive cross selling and potentially gain referrals. As you develop into your role, you’ll also be attending client meetings, to help with your personal development and enhance the client experience.

You’ll Also BeSupporting local sales management initiatives and activityPreparing client communications including letters and care callsMaintaining banking and credit product knowledge and an understanding of the wider market and industryAssisting with client service improvements to maintain high satisfactionThe skills you'll needTo be successful in this role, you’ll need to be able to demonstrate a good understanding of banking policies, products and procedures. You’ll be able to work with high levels of accuracy and attention to detail and you’ll have good communication skills.

We’ll Also Want To SeeA good understanding of how to provide a high level of client serviceA background of working in a financial services environmentThe ability to work within a sales and service cultureGood numeracy skills with the ability to use Microsoft Office