Assistant Banking Manager - Windsor and Ascot

Handelsbanken Plc; England; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial institution is seeking a proactive and enthusiastic candidate to join their team at the Windsor and Ascot branch. The role involves managing customer relationships in both private and corporate banking, with responsibilities including preparing documentation, conducting account reviews, and maintaining compliance standards. Ideal applicants will possess strong interpersonal skills, attention to detail, and a commitment to delivering exceptional service. A competitive salary and benefits including private medical insurance and a substantial pension contribution are offered.

Benefits

Private medical insurance

Income protection

Life assurance

Market-leading pension contribution of 15%

Qualifications

• Ability to build strong professional relationships.
• Effective interpersonal and communication skills.
• High level of computer literacy is essential.
• Experience with lending documentation and AML/KYC procedures is advantageous.

Responsibilities

• Work alongside the branch team to achieve goals.
• Prepare facility letters and account documentation.
• Complete documentary requirements for lending facilities.
• Conduct ongoing and annual account reviews.
• Administer accounts and ensure excellent customer service.
• Liaise with departments and counterparties for service excellence.
• Support marketing initiatives to build relationships.

Skills

Interpersonal and communication skills

Attention to detail

Team player

Customer service orientation

Proactivity

Tools

Microsoft Word

Microsoft Excel

Job description

This is an exciting opportunity to join the established team at the Windsor and Ascot branch. This role will give you great exposure to a wide range of customer relationships, across both the private and corporate markets. We are looking for a candidate who is enthusiastic, proactive and has a passion for outstanding customer service. We will consider flexible working where appropriate within the requirements of the overall business.

• 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
• Your journey with us begins once you have submitted your application. One of our Handelsbanken recruiters will be reviewing your details and will later organise a phone conversation if you match the role requirements. If there is a mutual fit, we will extend an invitation for you to participate in an interview.
• 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.

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)