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For Companies At a Glance
- Tasks: Support Relationship Managers in delivering top-notch client service and smooth account operations.
- Company: Join a leading retail banking institution focused on customer satisfaction.
- Benefits: Competitive salary, career development opportunities, and a dynamic work environment.
- Why this job: Kickstart your banking career while making a real difference for clients.
- Qualifications: Degree in relevant field and up to 3 years of banking experience.
- Other info: Collaborative team culture with a focus on professional growth.
The predicted salary is between 30000 - 48000 £ per year.
Are you ready to take the next step in your retail banking career? We’re looking for a proactive and detail-oriented Retail Banking Assistant to support Relationship Managers in delivering first-class client service. You will play an essential role in ensuring smooth account operations, compliant onboarding, and day-to-day client administration within a fast-paced, customer-focused environment.
Key Responsibilities
- Support Relationship Managers with account opening, amendments, and closures.
- Prepare account opening documentation and packs, ensuring all required KYC information is collected and complete.
- Conduct customer due diligence checks including World-Check screening, risk assessments and adverse media reviews for both personal and corporate clients.
- Manage client onboarding tasks including debit card issuance and online banking setup, as well as follow-up on any pending items.
- Assist with account remediation and periodic reviews in line with financial crime, AML and internal compliance requirements.
- Maintain high standards of confidentiality and data protection at all times, ensuring sensitive client information is handled securely.
- Update and amend client records on internal systems, ensuring data integrity and accuracy.
- Collaborate with colleagues across departments to deliver efficient and accurate client service.
- Support Relationship Managers with ad-hoc client and banking administration tasks as required.
About You
- Degree-qualified, ideally in Accounting, Economics, Business Administration or a related discipline.
- Up to 3 years’ experience in a retail, private or commercial banking environment.
- Strong understanding of banking products, customer due diligence (CDD), and onboarding processes.
- Familiarity with AML/KYC screening tools such as World-Check and exposure to financial crime risk assessments is highly desirable.
- Confident communicator with excellent interpersonal and organisational skills.
- Analytical mindset with strong attention to detail and a high level of accuracy.
- Team-oriented, professional, and committed to delivering excellent customer service.
Retail Banking Assistant employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Retail Banking Assistant
✨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 Retail Banking Assistant 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 interviews by brushing up on your knowledge of KYC and AML processes. Be ready to discuss how your experience aligns with the responsibilities of the role, especially around client onboarding and account management. We want you to shine!
✨Tip Number 3
Don’t just apply anywhere—apply through our website! It shows you're genuinely interested in joining our team and makes it easier for us to track your application. Plus, we love seeing candidates who take that extra step.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from your conversation to remind them why you’re the perfect fit for the Retail Banking Assistant position.
We think you need these skills to ace Retail Banking Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Retail Banking Assistant role. Highlight your experience in customer service and any relevant banking knowledge. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about retail banking and how you can support our Relationship Managers. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In banking, details matter! When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Cameron Kennedy
✨Know Your Banking Basics
Make sure you brush up on your knowledge of banking products and customer due diligence processes. Being able to discuss KYC, AML, and the importance of compliance will show that you're not just a candidate, but someone who understands the industry.
✨Showcase Your Attention to Detail
As a Retail Banking Assistant, attention to detail is crucial. Prepare examples from your past experiences where your meticulous nature helped avoid errors or improved processes. This will demonstrate your fit for the role and your commitment to accuracy.
✨Practice Your Communication Skills
Since you'll be supporting Relationship Managers and interacting with clients, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or family to refine your communication style and ensure you come across as approachable and professional.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, the onboarding process, or how they handle compliance challenges. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.