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- Tasks: Manage and develop a portfolio of private banking customers while ensuring excellent service.
- Company: Join Handelsbanken, a relationship bank with a strong local presence and a focus on customer needs.
- Benefits: Enjoy competitive salary, extensive benefits, and a market-leading pension contribution.
- Why this job: Make a real impact by building relationships and helping customers achieve their financial goals.
- Qualifications: Strong customer service skills and a good understanding of banking processes are essential.
- Other info: Embrace a supportive culture that values diversity and empowers your career growth.
The predicted salary is between 50000 - 60000 £ per year.
We have an exciting opportunity for a Private Banking Manager to join our Barnsley and Rotherham branch. You will be responsible for the maintenance and development of a customer portfolio, winning and on-boarding new customers via proactive and focused business development activities. You will have full responsibility for all aspects of customer relationships within the portfolio (excluding Regulated Mortgage activity) including preparation of credit applications, customer analysis, annual reviews, documentation completion, covenant compliance and profitability.
Responsibilities
- Responsible for the maintenance and development of a portfolio of private banking customers.
- Building relationships with customers and ensuring customer satisfaction through the provision of excellent customer service.
- Identifying, meeting and winning prospective new customers/introducers by outlining how we work and what we can offer in terms of service and facilities.
- Demonstrating a sound understanding of, and an ability to work within the Bank's Credit Policy, ensuring lending decisions are within the lending discretion awarded by the Branch Manager.
- The ability to interpret financial information provided by customers, evaluate lending propositions, assess & formulate risk ratings correctly and structure transactions.
- Using the appropriate Bank systems to complete Credit applications and annual reviews.
- To develop and maintain a sound understanding of the local market, and to maintain relationships with professional firms and introducers.
- A demonstrable understanding of the products offered by Handelsbanken and a good understanding of competitor products, relevant industry and market driven trends.
- General administration, preparation of legal documentation for accounts, personal loans and mortgages, maintaining customer’s files (including CDD/AML requirements), preparing annual reviews and making payments.
Ideal Candidate
- Excellent customer service skills.
- Good understanding of the Bank’s credit processes and personal customer product offering.
- Attention to detail and a methodical approach.
- Structured work practice and a strong sense of administrative order.
- Excellent verbal and written communication skills.
- Ability to build strong professional relationships at all levels and represent Handelsbanken effectively.
- Interpersonal skills and the ability to work well with impact with people at all levels.
Company Information
Handelsbanken is a relationship bank with a decentralised way of working, a strong local presence thanks to a nationwide network of branches, and a long-term approach to customer relations. Each Handelsbanken branch operates as a local business enabling it to make decisions at a local level and provide a bespoke service. The focus is always on the need of the individual customer and not on the sale of specific products. The Bank is deeply committed to embedding good equality and diversity practice into all of our activities.
What is in it for you?
- We have a wide range of learning and development available, empowering and enabling our colleagues to take ownership of their own development.
- Competitive Salary and an extensive range of benefits is provided, including private medical insurance, income protection and life assurance.
- A market-leading pension contribution of 15% paid by the bank, which can be invested in a wide range of funds (including ESG and Shariah funds).
Application steps
Your journey with us begins once you have submitted your application. One of our Handelsbanken recruiters will be reviewing your details and will later organise a phone conversation if you match the role requirements. If there is a mutual fit, we will extend an invitation for you to participate in an interview.
How can we support you to be your best self? Our Talent Acquisition team will be happy to provide support e.g. if you need additional time to prepare for an interview or you have any requirements for any part of the interview/hiring process – just let us know by email uk_talent@careers.handelsbanken.co.uk.
This advert will be live for a minimum of two weeks. However, please note that after the two weeks, the closing date could change at any time depending on the number of responses received.
Private Banking Manager - Barnsley and Rotherham employer: Handelsbanken
Contact Detail:
Handelsbanken Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking Manager - Barnsley and Rotherham
✨Tip Number 1
Get to know the company inside out! Research Handelsbanken's values, culture, and services. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Reach out to current employees on LinkedIn or attend local banking events. Building connections can give you insider info and might even lead to a referral!
✨Tip Number 3
Prepare for the interview by practising common questions related to customer service and relationship management. Use the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills.
✨Tip Number 4
Don't forget to follow up after your interview! A simple thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace Private Banking Manager - Barnsley and Rotherham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Private Banking Manager role. Highlight your experience in customer relationship management and business development, as these are key aspects of the job.
Showcase Your Skills: Don’t forget to emphasise your excellent customer service skills and attention to detail. Use specific examples from your past roles to demonstrate how you've successfully built relationships and managed portfolios.
Be Clear and Concise: When writing your application, keep it clear and to the point. Avoid jargon and make sure your communication is easy to understand. This reflects the strong verbal and written communication skills we value.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people and shows your enthusiasm for joining our team at Handelsbanken.
How to prepare for a job interview at Handelsbanken
✨Know Your Portfolio Inside Out
As a Private Banking Manager, you'll be responsible for maintaining and developing a customer portfolio. Make sure you understand the key aspects of portfolio management, including customer needs and how to enhance their experience. Prepare examples of how you've successfully managed relationships in the past.
✨Demonstrate Your Business Development Skills
You'll need to win and onboard new customers, so come prepared with strategies on how to identify and approach potential clients. Think about your previous experiences in business development and be ready to discuss specific tactics that have worked for you.
✨Showcase Your Financial Acumen
Understanding financial information is crucial for this role. Brush up on your knowledge of credit applications and risk assessment. Be prepared to discuss how you've evaluated lending propositions and structured transactions in your previous roles.
✨Emphasise Customer Service Excellence
Customer satisfaction is key in private banking. Prepare to share examples of how you've gone above and beyond for clients. Highlight your communication skills and ability to build strong professional relationships, as these will be vital in this role.