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For Companies At a Glance
- Tasks: Support Relationship Managers and ensure a smooth onboarding journey for customers.
- Company: Join a leading bank focused on excellent customer service.
- Benefits: Competitive salary, training opportunities, and a supportive work environment.
- Other info: Dynamic role with opportunities for growth in the banking sector.
- Why this job: Make a real difference in customers' banking experiences every day.
- Qualifications: Experience in retail or business banking and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
We are looking for a customer‑focused Relationship Associate to support our Relationship Managers across personal and business banking. This role is ideal for someone with front‑line banking experience who enjoys helping customers, managing documentation and ensuring a smooth onboarding journey.
The Role
- Supporting Relationship Managers with day‑to‑day customer needs
- Handling customer enquiries by phone and email
- Managing onboarding for personal and business banking customers
- Collecting and checking documentation
- Following up with customers to ensure all information is complete
- Processing account opening requests and updates
- Maintaining accurate customer records
- Coordinating with internal teams to resolve issues
- Ensuring customers receive a smooth, positive journey from start to finish
What We’re Looking For
- Experience in retail or business banking, such as:
- Personal Banker
- Customer Service Officer (banking)
- Relationship Associate / Relationship Support
- Client Services Associate
- Branch‑based banking roles
Relationship Associate - Retail & Business Banking in City of London employer: Barbara Houghton Associates Limited
Contact Detail:
Barbara Houghton Associates Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Associate - Retail & Business Banking in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the banking industry and let them know you're on the hunt for a Relationship Associate role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your customer service skills and be ready to share examples of how you've handled customer enquiries in the past. We want to see that you can deliver an excellent customer experience, so practice makes perfect!
✨Tip Number 3
Show off your banking knowledge! Familiarise yourself with the latest trends in retail and business banking. This will not only impress your interviewers but also help you feel more confident when discussing how you can support Relationship Managers.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for the Relationship Associate position. Plus, it shows us you're genuinely interested in joining our team. Don't miss out on this opportunity!
We think you need these skills to ace Relationship Associate - Retail & Business Banking in City of London
Some tips for your application 🫡
Show Your Customer Focus: Make sure to highlight your customer service experience in your application. We want to see how you've gone above and beyond to help customers in previous roles, especially in banking.
Tailor Your CV: Don’t just send out the same CV for every job. Tailor it to reflect the skills and experiences that match the Relationship Associate role. We love seeing candidates who take the time to connect their background with what we’re looking for.
Be Clear and Concise: When writing your cover letter or any application materials, keep it clear and to the point. We appreciate straightforward communication, so make sure you get your key points across without fluff.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Barbara Houghton Associates Limited
✨Know Your Banking Basics
Brush up on your knowledge of retail and business banking. Understand the key services offered, common customer queries, and the onboarding process. This will help you demonstrate your expertise and show that you're ready to support Relationship Managers effectively.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you've excelled in customer service. Think about times when you resolved issues or improved a customer's experience. This will highlight your ability to handle enquiries and ensure a smooth journey for customers.
✨Practice Communication Scenarios
Since strong communication skills are crucial, practice responding to common customer scenarios. Role-play with a friend or family member to get comfortable with handling phone and email enquiries. This will boost your confidence and help you articulate your thoughts clearly during the interview.
✨Be Ready to Discuss Teamwork
As you'll be coordinating with internal teams, be prepared to discuss your experience working collaboratively. Share specific examples of how you've worked with others to resolve issues or improve processes. This will show that you can contribute positively to the team dynamic.