At a Glance
- Tasks: Support customers from account opening to closing, handling queries and maintaining records.
- Company: Join a reputable banking client focused on customer relations and service excellence.
- Benefits: Enjoy a full-time permanent role with opportunities for growth and development.
- Why this job: Be part of a dynamic team that values customer satisfaction and offers a supportive work culture.
- Qualifications: Two years of relevant banking experience and a passion for customer service are essential.
- Other info: Contact Barbara Houghton with your CV to apply and reference job number 16846BH.
The predicted salary is between 28800 - 43200 £ per year.
Our Banking client is looking for Customer Relations Support to join their team on a full-time permanent basis. Ideal candidate must have either a Retail, Private Banking or Commercial Banking background.
Responsibilities include (but are not limited to):
- To assist in the customers journey from account opening to closing of their accounts.
- To advise customers on movement of funds both in and out of the bank.
- To assist customers in the completion of payment instructions.
- To review customer documentation, carrying out necessary controls to ensure accuracy of static data.
- To maintain customer records.
- To deal with customer queries.
- To keep in regular contact with customers and respond to their needs.
- To assist Management in handling various clients in a mature and responsible manner.
- To ensure a good knowledge and understanding is acquired of all banking services offered to clients.
- To familiarise yourself with all banking forms and clearly understand them, thus enabling you to contact customers/prospective customers.
- To comply with Anti-Money Laundering Regulations as set out by the Bank.
- To read and understand Marketing Reports written by Management.
- To ensure that KYC documentation is completed and updated for customers.
- To ensure enhanced due diligence is carried out on customers who are required to.
- To report monthly statistics.
- To assist the Back office in the verification of payments (CHAPS and SWIFT).
- To assist the Back office when needed in their operational needs.
Experience and Skills:
- Two years relevant Banking experience.
- Experience of working in a relationship management role or customer centric role delivering high levels of customer service.
- Demonstrable experience of effective management of customer databases.
For more information on this role please contact Barbara Houghton by sending your CV and quoting ref 16846BH.
Customer Relations Support employer: Barbara Houghton Associates
Contact Detail:
Barbara Houghton Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Relations Support
✨Tip Number 1
Make sure you brush up on your knowledge of banking services and regulations, especially Anti-Money Laundering. This will not only help you in the interview but also show that you're serious about the role.
✨Tip Number 2
Familiarise yourself with common customer queries and how to handle them effectively. Role-playing these scenarios with a friend can help you feel more confident during the interview.
✨Tip Number 3
Network with professionals in the banking sector, especially those who have experience in customer relations. They can provide valuable insights and may even refer you to opportunities within their organisations.
✨Tip Number 4
Prepare specific examples from your past experience that demonstrate your ability to manage customer relationships and resolve issues. This will help you stand out as a candidate who can deliver high levels of customer service.
We think you need these skills to ace Customer Relations Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant banking experience, especially in customer relations or management roles. Use specific examples to demonstrate your skills in delivering high levels of customer service.
Craft a Strong Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Explain how your background in retail, private, or commercial banking makes you a suitable candidate for this role.
Highlight Relevant Skills: Emphasise your experience with customer databases and your ability to manage customer queries effectively. Mention any familiarity with Anti-Money Laundering Regulations and KYC documentation, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A well-presented application reflects your attention to detail, which is essential in the banking sector.
How to prepare for a job interview at Barbara Houghton Associates
✨Know Your Banking Basics
Make sure you brush up on your knowledge of banking services and regulations, especially Anti-Money Laundering. Being able to discuss these topics confidently will show that you're well-prepared and understand the industry.
✨Demonstrate Customer-Centric Skills
Prepare examples from your past experience where you've successfully managed customer relationships or resolved queries. Highlighting your ability to provide excellent customer service will resonate well with the interviewers.
✨Familiarise Yourself with KYC Processes
Since KYC documentation is crucial for this role, ensure you understand the process and its importance. Be ready to discuss how you would handle KYC updates and enhanced due diligence in your previous roles.
✨Showcase Your Attention to Detail
Given the responsibilities around maintaining accurate customer records and reviewing documentation, be prepared to discuss how you ensure accuracy in your work. Mention any tools or methods you use to stay organised and detail-oriented.