Assistant Banking Manager - Taunton

Handelsbanken; Taunton; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Flexible benefits package

Job summary

Handelsbanken in Taunton is recruiting an Assistant Banking Manager for our local branch. You will prepare facility letters and account documentation and manage lending documentation through credit approval to drawdown, coordinating with lawyers and valuers.

You will perform ongoing account reviews, handle account administration with significant direct customer contact, and collaborate with internal teams and external counterparties to deliver excellent service.

Qualifications

• Ability to build strong professional relationships at all levels and represent Handelsbanken effectively.
• Excellent interpersonal and communication skills, both written and verbal.
• Strong team player, flexible, proactive and conscientious, with integrity and discretion.

Responsibilities

• Preparation of facility letters and other account documentation.
• Processing lending documentation through credit approval to drawdown, coordinating with lawyers and valuers, ensuring conditions are met.
• Ongoing and annual account reviews to ensure compliance with documentation requirements.
• Account administration with significant direct customer contact and delivery of excellent service.
• Liaison with internal departments and external counterparties to maintain high service levels and orderly processes.
• Support of marketing initiatives and building relationships with local professionals.

Skills

Interpersonal skills

Strong communication

Team player

Attention to detail

Organised

Accuracy

Word and Excel literacy

Tools

Microsoft Word

Microsoft Excel

Job description

Job Introduction

Handelsbanken offers a genuinely different approach to banking. We are a local relationship bank providing bespoke, customer-led banking and wealth management services for personal and corporate customers.

Our branch teams build trusted, long-term relationships with customers in their local communities. With our decentralised ways of working, decisions are made in the branch, close to the customers. Teams decide who they work with and how best to support them, without short-term sales targets or bonus-driven incentives. Instead, we focus on doing what is right for the customer, even when that means prioritising long-term value over short-term profit.

This approach has underpinned our success for decades. Today, Handelsbanken holds the strongest credit rating among its peer banks, is independently recognised as Europe’s safest commercial bank, and is consistently ranked highly for customer satisfaction and relationship banking.

Our culture is values-led, shaped by trust, respect, and long-term thinking. We empower our people to use their expertise, make confident decisions and build long-term careers. We look for people who share our long- term vision, want to grow and want to make a meaningful impact in their local community and with the Bank.

We also recognise that flexibility can support people to perform at their best, and that it looks different for everyone. While arrangements will depend on the requirements of the role and the needs of the business, we are open to having a conversation around what flexibility could look like for you.

Check our Handelsbanken website for further information

The opportunity

We are looking for an Assistant Banking Manager to join our Branch in Taunton.

Key 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 point with lawyers and valuers, ensuring all conditions precedent and conditions of sanction are satisfied prior to drawdown (acting as 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.


• Liaison with internal departments and external counterparties to ensure the highest levels of customer service and good administrative order are delivered.


• Support of marketing initiatives, assisting the branch in building positive and long lasting relationships with local professionals, whilst undertaking daily.

What we’re looking for

Research (by Harvard University) shows that women are particularly likely to second guess themselves and not apply - so if you are worried you don't meet all the criteria, get in touch anyhow and let us do the worrying…

• The successful applicant will have the ability to build strong professional relationships at all levels and represent Handelsbanken effectively. There will be significant contact with customers and external professionals and effective interpersonal and communication skills (both written and verbal) are therefore essential.


• The applicant must be a strong team player, flexible, proactive and conscientious and bring a positive attitude. The successful candidate will work with integrity and discretion and be able to work effectively under pressure. The successful candidate will have full appreciation of the need to provide and be able to deliver an exceptional level of service to existing and potential customers. They will have strong attention to detail and an organised approach to work, and will be able to demonstrate their ability to work with high levels of accuracy.


• Previous experience in dealing with lending documentation/security and AML/KYC procedures for both personal and business customers/transactions would be advantageous. In order to successfully undertake this role, a high level of computer literacy (Microsoft Word and Excel) is essential. Training will be provided on additional internal IT systems.

Why join Handelsbanken

We want everyone at Handelsbanken to feel supported, motivated, and able to do great work. That’s why, alongside brilliant colleagues, meaningful work and training and development opportunities, we provide a variety of benefits designed with your wellbeing in mind.

In addition, there is a flexible benefits package with the key highlights detailed below.

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.