Customer Services / Relationship Officer - Banking (London) - 25028

Howard Lock Consulting Ltd; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a dedicated Customer Services / Relationship Officer in London. This role involves managing customer accounts, enhancing customer relationships, and ensuring compliance with banking regulations. You will be instrumental in guiding customers through various banking products and services while contributing to the growth of the customer base. Join a dynamic team where your expertise in customer service and relationship management will make a significant impact. If you thrive in a fast-paced environment and are passionate about delivering exceptional service, this opportunity is perfect for you.

Qualifications

• 2+ years of experience in a customer-centric banking role.
• Proven ability to manage customer databases effectively.

Responsibilities

• Administer and maintain customer accounts, ensuring compliance.
• Build and maintain strong customer relationships.

Skills

Customer Relationship Management

Banking Knowledge

Customer Service

Team Collaboration

Database Management

Education

Relevant Banking Experience

Job description

Customer Services / Relationship Officer - Banking (London) - 25028

Join to apply for the Customer Services / Relationship Officer - Banking (London) - 25028 role at Howard Lock Consulting Ltd

Customer Services / Relationship Officer - Banking (London) - 25028

Join to apply for the Customer Services / Relationship Officer - Banking (London) - 25028 role at Howard Lock Consulting Ltd

Job Title: Customer Services Officer / Relationship Officer

Sector: Private banking / retail

Location: London (West End)

Role type: Permanent

Job Ref: 25028

Job Function:

• To administer and maintain customer accounts, including term deposits, loans, and current accounts.
• Contributing to the sustainable growth of the Bank’s active customer base, through building deep and lasting relationships whilst utilising strategic business tools and insights.
• Ensuring you are proactively guiding and supporting customers through BBF products and services e.g. Loans, Debit Cards, Internet Banking, Payment Services and Foreign Exchange.
• Owning, managing and resolving customer queries within agreed timescales, ensuring the best outcome and dealing with feedback effectively to improve the service provided.
• Understanding, exploring and meeting customer needs in a compliant manner, providing strong credit risk assessment and management.
• Constantly ensuring that all duties are completed in full compliance with regulatory requirements, our Operational Risk Framework and our Policies and Standards.

Responsibilities:

• To assist in the customers journey from account opening to closing of their accounts;
• To advise customers on movement of funds both in and out of the bank;
• To assist customers in the completion of payment instructions;
• To review customer documentation, carrying out necessary controls to ensure accuracy of static data;
• To maintain customer records;
• To deal with customer queries;
• To keep in regular contact with customers and respond to their needs;
• To assist Management in handling various clients in a mature and responsible manner;
• To ensure a good knowledge and understanding is acquired of all banking services offered to clients;
• To familiarise yourself with all Banking Forms and clearly understand them, thus enabling you to contact customers/prospective customers;
• To comply with Anti-Money Laundering Regulations as set out by the Bank;
• To read and understand Marketing Reports written by Management;
• To ensure that KYC documentation is completed and updated for customers;
• To ensure enhanced due diligence is carried out on customers who are required to.
• To report monthly statistics to Management and Head Office;
• To assist the Back office in the verification of payments (CHAPS and SWIFT)
• To assist the Back office when needed in their operational needs.
• The scope of this position may be expanded as and when circumstances require it.

What we’re looking for:

• Experience of working in a team environment
• Two years relevant Banking experience
• Experience of working in a relationship management role or customer centric role delivering high levels of customer service.
• Demonstrable experience of effective management of customer databases
• A track record of working towards personal objectives and standards

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

• Industries

  Banking

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