Assistant Banking Manager

HANDELSBANKEN PLC; Winchester; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading relationship bank in Winchester is seeking an Assistant Banking Manager to handle account administration for new and existing customers. Responsibilities include preparing facility documentation, conducting account reviews, and liaising with internal and external partners for optimal service delivery. The ideal candidate will possess strong communication skills, attention to detail, and experience with lending documentation. This role requires a proactive approach and an exceptional level of customer service.

Qualifications

• Ability to build strong professional relationships.
• Effective verbal and written communication skills.
• Experience with lending documentation/security and AML/KYC procedures is advantageous.
• Strong attention to detail and an organized approach.

Responsibilities

• Account administration for new and existing customers.
• Preparation of facility letters and account documentation.
• Conduct ongoing and annual account reviews.
• Liaison with internal departments for efficient service delivery.
• Support marketing initiatives to build professional relationships.

Skills

Interpersonal and communication skills

Team player

Attention to detail

Proactive and conscientious

High computer literacy (Word and Excel)

Job description

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Job Introduction

We have an exciting opportunity to join our Winchester 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 inwardENCES 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

• Working alongside the rest of the branch team to achieve joint goals in the branch business plan, involving Corporate and Private Banking Manager colleagues when a customer need has been identified
• 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 responsibilities

Ideal Candidate

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 beulen contacts 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.

Company Information

Handelsbanken is a relationship bank with a decentralised way of working, a strong local presence thanks to a nationwide network of branches, and a long-term approach to customer relations. Each Handelsbanken branch operates as a local business enabling it to make decisions at a local level and provide a bespoke service. The sheegay isolates.