Relationship officer

www.topfinancialjobs.co.uk - Jobboard; London; On-site; GBP 35,000 - 50,000; Full time

Job summary

An international bank in London is inviting applications for a Relationship Officer position. The role focuses on growing and managing customer relationships, ensuring compliance, and achieving business targets. Candidates will engage with various stakeholders and contribute to product development through market feedback.

Responsibilities

• Generate business through branch channels.
• Manage, acquire, and grow relationships with key customers.
• Ensure compliance with policies and procedures.

Job description

We are inviting applications for the role of Relationship Officer at an International Bank based in London.

Job Purpose:

• Generate business through branch channels.
• Manage, acquire, and grow relationships with key customers of the branch.
• Ensure adherence to compliance policies and standard operating procedures of the organization.
• Undertake projects and assignments as directed by the supervisor.

Area of Responsibility:

• Lead generation and acquisition of bank products through the branch channel.
• Identify potential Business Banking customers and offer suitable products and services to increase the customer base.
• Achieve business targets within specified timelines.
• Maintain relationships with existing business account holders to generate opportunities in Trade Services and Property Financing based on their needs.
• Prospect for new clients for accounts and deposits through referral generation and approved calling activities to expand the client base.
• Enhance the relationship value of existing customers by suggesting products aligned with their requirements.
• Acquire new relationships to increase customer base and business volume.
• Understand market needs and provide feedback to the Product Development team to address product gaps.
• Ensure compliance with all applicable rules and regulations, including KYC and AML requirements, in line with bank policies and procedures.

Job Authorities:

• People Related: Interaction with team members, Customer Service Manager, Branch Manager, Marketing Personnel, Compliance Personnel, Operations Personnel.

• Operational Related: Adhere to all policies and procedures for transactional banking, AML, and KYC.