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- Tasks: Support Relationship Managers and ensure a smooth onboarding journey for customers.
- Company: Join a leading bank focused on exceptional customer service.
- Benefits: Competitive salary, career development opportunities, and a supportive team 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 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the banking industry and let them know you're on the lookout 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 organisational skills! In this role, you'll be managing documentation and onboarding processes, so be prepared to discuss how you keep things in order. Maybe even bring a few tips on how you stay organised to the interview!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team and ready to support our Relationship Managers in delivering top-notch customer service.
We think you need these skills to ace Relationship Associate - Retail & Business Banking
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your front-line banking experience and customer service skills. We want to see how you've helped customers in previous roles, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting Relationship Managers and how you can enhance the customer experience. Keep it friendly and professional, just like we do at StudySmarter.
Showcase Your Communication Skills: Since this role involves a lot of customer interaction, make sure to highlight your strong communication skills in both your CV and cover letter. We love candidates who can connect with customers effortlessly!
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 don’t miss out on any important updates. Plus, it shows you’re keen to join 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, especially those related to customer onboarding and support. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you've excelled in customer service. Think about specific situations where you resolved issues or improved a customer's experience. This will demonstrate your ability to handle enquiries effectively.
✨Practice Communication Scenarios
Since strong communication skills are crucial for this role, practice common interview scenarios. Role-play with a friend or family member, focusing on how you would handle customer inquiries or explain banking processes clearly and concisely.
✨Be Ready to Discuss Teamwork
This position involves coordinating with internal teams, so be prepared to discuss your experience working collaboratively. Share examples of how you've supported colleagues in the past and contributed to a positive team environment.