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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 exceptional customer service.
- Benefits: Gain valuable experience in banking with opportunities for growth.
- Other info: Dynamic team environment with a focus on customer satisfaction.
- 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. This is not an AML/KYC Analyst or Financial Crime role. It is a customer-service and operations-focused banking position.
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
Contact Detail:
Barbara Houghton 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 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 by practising common customer service scenarios. Think about how you'd handle tricky customer enquiries or manage onboarding challenges. We want you to shine when it comes to showcasing your front-line banking experience!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in the interviewer's mind as they make their decision.
✨Tip Number 4
Check out our website for the latest job openings! Applying directly through us not only gives you access to the best roles but also shows your commitment to joining our team. Let’s get you that Relationship Associate position!
We think you need these skills to ace Relationship Associate Retail & Business Banking in City of London
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 the past, 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 contribute to delivering an excellent customer experience. Keep it friendly and professional!
Showcase Your Communication Skills: Since this role involves a lot of customer interaction, make sure your application reflects your strong communication skills. Whether it's through your writing style or examples of past experiences, let us know you can connect with customers effectively.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at Barbara Houghton
✨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 specific situations where you resolved issues or improved a customer's experience. This will highlight your ability to handle enquiries and ensure a smooth onboarding journey.
✨Practice Clear Communication
Since strong communication skills are essential for this role, practice articulating your thoughts clearly. You might want to do mock interviews with friends or family, focusing on how you would explain complex banking concepts in simple terms to customers.
✨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 worked with others to resolve issues or improve processes, showcasing your ability to contribute to a positive team environment.