Assistant Banking Manager - Tamworth

Job Introduction

Main Responsibilities

• Work alongside the branch team to achieve joint goals outlined in the business plan, collaborating with Corporate and Private Banking Managers when customer needs are identified.
• Prepare facility letters and other account documentation.
• Complete all documentary requirements for lending facilities from credit approval to drawdown, including liaising with lawyers and valuers to ensure all conditions are met prior to drawdown, acting as a line of defense.
• Conduct ongoing and annual account reviews to ensure compliance with the Bank's documentation and requirements.
• Manage account administration for new and existing customers, including direct customer contact and providing excellent service.
• Liaise with internal departments (such as CDD, AML remediation, UKJ) to ensure AML and KYC records meet regulatory standards.
• Coordinate with internal departments and external parties to deliver high levels of customer service and maintain good administrative order.
• Support marketing initiatives to foster positive relationships with local professionals, alongside daily responsibilities.
• Handle general office management and support the Branch Manager with health and safety, compliance, and administrative tasks.
• Discuss additional responsibilities and personal development activities during PLUS discussions as part of the Wheel process.

Ideal Candidate

Research shows women are more likely to doubt themselves and hesitate to apply if they don't meet all criteria. If you're unsure, contact us—we'll handle the worry.

The successful candidate will build strong professional relationships at all levels and represent Handelsbanken effectively. Excellent interpersonal and communication skills (both written and verbal) are essential due to significant customer and professional contact.

We seek a team player who is flexible, proactive, conscientious, and positive. Integrity, discretion, and the ability to work under pressure are vital.

The candidate must deliver exceptional service to customers, with strong attention to detail and an organized approach, demonstrating accuracy in work. Experience with lending documentation/security and AML/KYC procedures for personal and business transactions is advantageous.

Proficiency in Microsoft Word and Excel is essential; training on internal IT systems will be provided.

Company Information

Handelsbanken is a relationship bank with a decentralized approach, a strong local presence through a nationwide branch network, and a long-term view on customer relations. Each branch operates as a local business, making decisions to provide tailored services focused on individual customer needs rather than specific product sales.

We are committed to promoting equality and diversity, fostering an inclusive, welcoming environment for all applicants, regardless of background or identity.

Visit our Handelsbanken website for more information.

We value our culture of trust and respect, nurturing a workplace where people thrive and are empowered to make decisions. We aim for long-term success for our employees and the bank.

What is in it for you?

• Access to extensive learning and development opportunities to support your growth.
• Competitive salary and benefits, including private medical insurance, income protection, and life assurance.
• Generous pension contribution of 15%, with investment options including ESG and Shariah funds.

Application Next Steps

After submitting your application, our recruiters will review your details and may contact you for a phone interview if you meet the criteria. Successful candidates will be invited for an interview.

Our Talent Acquisition team is available to support your preparation—please contact us at uk_talent@careers.handelsbanken.co.uk.

We encourage candidates to inform their managers of their application. References are only requested after an interview. For more information, contact:

• Hiring Manager: Paul Thacker at Paul.Thacker@Handelsbanken.co.uk
• Talent Acquisition Partner: Jo Cashin at Joanna.Cashin@Handelsbanken.co.uk

This advert will be live for at least two weeks, but the closing date may change depending on response volume.