Trading & Credit Manager: Customer Solutions Lead

NatWest Group; St Helier; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services institution in the UK seeks a Coutts Crown Dependencies Trading and Credit Manager. In this role, you'll address customer queries and maintain strong relationships while authorising transactions and enhancing processes. Candidates should have customer service experience and a Level 4 investment qualification. You'll be well-organized and able to manage multiple tasks competently under pressure. Training will be provided for trading knowledge, if necessary.

Qualifications

• Customer service experience is essential for success in this role.
• Strong interpersonal skills and a customer-centric approach are required.
• Ability to manage multiple tasks under pressure while maintaining accuracy.

Responsibilities

• Responding to queries from customers promptly.
• Authorising and investigating all transactions to meet KPIs.
• Collecting and analysing information to enhance customer experience.

Skills

Customer service experience

Planning and organisational skills

Attention to detail

Ability to manage multiple tasks

Education

Minimum level 4 relevant investment qualification such as CISI Investment Advice Diploma

Tools

Excel

Job description

A leading financial services institution in the UK seeks a Coutts Crown Dependencies Trading and Credit Manager. In this role, you'll address customer queries and maintain strong relationships while authorising transactions and enhancing processes. Candidates should have customer service experience and a Level 4 investment qualification. You'll be well-organized and able to manage multiple tasks competently under pressure. Training will be provided for trading knowledge, if necessary.