Assistant Banking Manager

Handelsbanken Plc; Liverpool; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading banking institution in Liverpool is looking for an Assistant Banking Manager to manage account administration for new and existing customers. The role requires significant direct customer contact and involves responsibilities such as preparing documentation, ensuring regulatory compliance, and working collaboratively to achieve business goals. Candidates should possess strong interpersonal skills, attention to detail, and a high level of proficiency in Microsoft applications. Competitive salary and benefits are offered, including private medical insurance and a generous pension contribution.

Benefits

Private medical insurance

Income protection

Life assurance

15% pension contribution

Qualifications

• Exceptional customer service skills are required.
• Strong professional relationships must be built at all levels.
• High level of computer literacy in Microsoft Office applications is essential.

Responsibilities

• Preparation of facility letters and account documentation.
• Conduct ongoing and annual account reviews for compliance.
• Ensure high levels of customer service and administrative order.

Skills

Interpersonal skills

Effective communication skills

Customer service skills

Attention to detail

Ability to work under pressure

Team player

Tools

Microsoft Word

Microsoft Excel

Job description

Overview

We have an exciting opportunity to join our Chester Branch as an Assistant Banking Manager. The role is responsible for the account administration of new and existing customers including significant direct customer contact, involvement with electronic banking, managing the inward account transfer process, dealing with customer payments etc. They will work as part of the Branch team to ensure the highest levels of customer service, as well as working together to achieve the goals on the Business Plan.

Main Responsibilities

• Preparation of facility letters and other account documentation
• Completion of all documentary requirements for lending facilities following credit approval through to drawdown, including instructing and being the ongoing liaison with lawyers and valuers ensuring all conditions precedent /conditions of sanction are satisfied prior to draw down (you are a line of defence).
• Ongoing and annual account reviews to ensure compliance with the Bank's documentation and other requirements
• Account administration of new and existing customers including significant direct customer contact and providing excellent customer service
• Involvement and liaison with internal departments, especially CDD, AML remediation and UKJ - to ensure the Branch AML and KYC records meet the highest Regulatory standards
• Liaison with internal departments and external counterparties to ensure the highest levels of (i) customer service and (ii) Good Administrative Order are delivered
• Support of marketing initiatives, assisting branch in building positive and long lasting relationships with local professionals, whilst undertaking daily responsibilities
• General office management and providing support to the Branch Manager regarding Health & Safety issues, Compliance, general administration, self-assessment etc.
• A demonstrable understanding of the products offered by Handelsbanken and a good understanding of competitor products, relevant industry and market driven trends
• Involve Account Manager colleagues when a customer need has been identified

Qualifications

• Ability to build strong professional relationships at all levels and represent Handelsbanken effectively
• Interpersonal skills and the ability to work well with impact, with people at all levels
• Integrity and discretion
• Ability to work well under pressure
• Attention to detail and an organised approach to work
• Effective communication skills
• Exceptional customer service skills
• High level of computer literacy (Microsoft Word and Excel) is essential
• Assertive, flexible, proactive and conscientious
• Positive attitude
• Strong team player

The Bank is deeply committed to embedding good equality and diversity practice into all of our activities. This is so that we are an inclusive, welcoming and inspiring place to work that encourages everyone to apply, regardless of socio-economic background, age, disability, pregnancy and/or parental status, race (including colour, nationality, and ethnic or national origin), veteran status, marital and civil partnership status, religion or belief, sex, gender reassignment or sexual orientation.

What is in it for you? We have a wide range of learning and development available, empowering and enabling our colleagues to take ownership of their own development. Competitive Salary and an extensive range of benefits is provided, including private medical insurance, income protection and life assurance. A market-leading pension contribution of 15% paid by the bank, which can be invested in a wide range of funds (including ESG and Shariah funds).

Your new company is Handelsbanken. You will be joining a well-established organisation dedicated to long-term relationships with customers and a decentralised, local-branch model.