Private Banking Executive

Weatherbys Banking Group; Manchester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A reputable banking institution in Manchester is seeking a Front Office Representative to manage a portfolio of clients. This role involves exceptional customer service, relationship building, and ensuring seamless banking operations. The ideal candidate has experience in transactional banking, excellent communication skills, and attention to detail. The position offers comprehensive training and a supportive team environment.

Benefits

25 days annual leave (rising to 28)

Private medical insurance

Pension scheme

Enhanced maternity and paternity leave

Income protection

Qualifications

• Experience in a client-facing, transactional banking role.
• Strong commitment to exceptional customer service.
• Excellent verbal and written communication skills.

Responsibilities

• Serve as the primary contact for clients' banking needs.
• Build relationships and connect clients with specialists.
• Ensure accurate execution of client instructions.

Skills

Client-facing experience

Exceptional customer service

Excellent communication skills

Attention to detail

Team collaboration

Job description

Overview

As a front office representative, you'll manage a portfolio of clients ensuring the highest level of service.

You will be fully trained, so this is a great opportunity to upskill. You will join a supportive team which offers hands on coaching and help whenever you need it. With plenty of variety, you won’t have the chance to get bored.

Benefits

Benefits include: 25 days’ annual leave (rising to 28 with length of service), private medical insurance, pension scheme, enhanced maternity and paternity leave, income protection. For the full range of benefits, see https://www.weatherbys.bank/about-us/careers/employee-benefits/

Responsibilities

• Be the trusted point of contact for a portfolio of clients, supporting their everyday banking needs.
• Build lasting relationships and connect clients with specialists for lending and investment opportunities.
• Deliver a seamless experience by accurately executing client instructions and managing transactions.
• Work collaboratively with internal teams to ensure smooth banking operations.

Qualifications

• Experience in a client facing, transactional banking role.
• A strong commitment to exceptional customer service.
• Excellent verbal and written communication skills.
• Excellent attention to detail with the ability to work accurately under tight deadlines.
• A strong team ethos.