Branch Operations Officer - West End Bank

Our prestigious banking client who's coverage includes FI, Commercial, Real Estate and also Private Banking is seeeking an astute and proactive candidate to assist their Front Line Private Bankers. The roles purpose is to provide seamless support to senior relationship managers/directors with developing client relationships, growing revenue and servicing clients requests within the portfolio with scope of further business with new bank clients.

Overall duties include;

Administration

• Greeting clients as they arrive into the branch offices.
• Preparing meeting rooms for senior relationship managers.
• Processing all private banking client requests
• Managing CDD / EDDs and account opening tasks
• Assisting with payments, cards, cheques and other queries.
• Scrutinising all documents, accounts payment history etc.
• Offering customers thorough guidance and support to maximise repeat business opportunities
• Maintaining the validity of accounts, monitoring receipt of payments and documentation
• Monitoring all accounts in terms of credit movement, business volumes and control
• Creating regular reports for senior management detailing accounts performance
• Proposing of annual renewal of credit facilities
• Maintaining insurance policies and stock reports
• Conducting site visits/write up of site visits.

Candidate Experience

• Minimum 3-5 years of banking experience including Branch or Private Banking
• Have a client facing approach and be keen to involve themselves with clients and face to face meetings onsite.
• You will also have experience of being in front of clients and greeting them into the branch.
• You will be required in the offices 5 days per week.