Assistant Relationship Manager

Isle of Man
Temporary
Our Client seeks an Assistant Relationship Manager to assist their team on a 6-9 month contract.
 
Key Responsibilities:
  • As part of the Banking team he/she is responsible for ensuring timely and accurate delivery of banking services.
  • Dealing directly with external banking clients, ensuring delivery of a quality and responsive service in respect of all of their banking requirements.
  • Dealing directly with internal banking clients from the fiduciary area of the business, ensuring delivery of a quality and responsive service in respect of all of their banking requirements.
  • Following up on new business enquiries either directly or via the Relationship Managers.
  • Maintain a full understanding of the bank's products.
  • Client/customer communications requesting supporting documentation for New applications, Trigger Events and Reviews.
  • Arranging/attending client meetings as and when required.
  • Opening of bank accounts.
  • Maintaining a strong level of risk awareness when dealing with customers, escalating concerns and mitigation recommendations to management as appropriate, to ensure the bank adheres to its regulatory obligations.
  • There may also be the need to cover other areas of the banking team when the need arises
  • Being mindful of Risk versus Reward.
  • Attending New Business Committee meetings as and when required.
 
Key Skills & Experience:
  • At least 2-3 year's banking/financial services experience is essential
  • A working knowledge of banking systems and procedures
  • A reasonable understanding of AML/CFT procedures
  • Strong communication skills and customer service
  • Banking experience
  • Numerate, accurate, able to work to deadlines without supervision and prioritise work as appropriate.
  • Able to take ownership of personal development and performance.
Your specialist: Clare Henwood
Quote job ref: 9095

Hi, I'm Clare and I work with Mark for all things temp / contract wise. If this job is of interest to you please submit your CV and we will be in touch soon.