Commercial Banking - Commercial Banking Executive, Professionals

Commercial Banking - Commercial Banking Executive, Professionals

The Commercial Banking Executive (CBE) will primarily focus on providing pro-active support to the Director and Bankers in the Professionals, Commercial Banking Team. They will support the team with client acquisition and retention via client contact, as well as support the growth aspirations of the Commercial business.

To place the interests of customers at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers and to comply with the FCA and PRA's Conduct Rules

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 Director(s) and Commercial Bankers in developing, growing and retaining their portfolio of Professional Commercial Clients, ensuring a quality of service is provided at all times whilst proactively managing a portfolio of clients and help Director(s) and CommercialBankers achieve their targets
• Will be competent at identifying new sales opportunities
• Attending client meetings to establish strong working relationships
• Support Director(s) and Commercial Bankers with onboarding of new clients
• Attend events as a representative of the Bank
• Manage account maintenance procedures - including account opening, mandate maintenance and account closing
• Monitor, prepare and/or complete annual and adhoc client reviews - maintaining client files in the process
• Analyse and present transaction reports
• Liaise with internal teams, building a strong internal network
• Apply a high level of attention to detail when undertaking tasks
• Will be competent in managing workload, prioritising and completing within agreed timescales

General Administration

• Preparing client communications
• Preparing account opening and amendment forms
• Responsible for keeping client records updated
• Instigating and maintaining client files
• Respond to adhoc client queries

Compliance

• Complete compliance regulatory exams (as required), adhering to both legal and regulatory requirements
• Ensuring money laundering/Know Your Customer procedures are implemented correctly and accurately

Risk:

General Administration

• Preparing client communications
• Preparing account opening and amendment forms
• Responsible for keeping client records updated
• Instigating and maintaining client files
• Respond to adhoc client queries

Compliance

• Complete compliance regulatory exams (as required), adhering to both legal and regulatory requirements
• Ensuring money laundering/Know Your Customer procedures are implemented correctly and accurately

Risk:

Responsible for managing risks inherent to the role by diligently observing internal policies and procedures.

Key Interfaces:

• Take ownership and support other Commercial Banking Executives
• Maintain excellent relationships with Private Banking, Wealth Planning, Operations, Treasury and Compliance

Person Specification

Knowledge/Experience/Skills:

• Experience in Client Facing Roles
• Commercial banking experience (and experience of professional services would be seen as advantageous)
• 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 knowledge of regulatory requirements covering money laundering and criminal activity
• Knowledge of products and services associated with the real estate sector
• Multi-tasking capability
• High level of attention to detail
• 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
• Working knowledge of Salesforce CRM system if preferable

Qualifications:

• A good understanding of Banking Systems and be IT literate, and a high understanding of Microsoft Office
• Training will be provided where appropriate
• Working proactively
• Performance Focus
• Communications and Confidence
• Influencing Others
• Client Focus
• Team Working

About Us

Life, Work and Benefits

Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.

• Competitive salary, pension & holiday allowance
• BUPA Health cover
• 4x Life Assurance
• Discretionary bonus
• Market leading maternity/paternity and menopause policies

Data Privacy and Reasonable adjustments

We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice

Reasonable adjustments : Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us . Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.