At a Glance
- Tasks: Support senior bankers by managing client requests and preparing meeting rooms.
- Company: Join a prestigious bank with a focus on commercial and private banking.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and client interaction.
- Why this job: Be part of a team that values client relationships and offers a chance to make an impact.
- Qualifications: 3-5 years in banking, with strong client-facing skills and a proactive attitude.
- Other info: This role requires in-office presence five days a week.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Our prestigious banking client who's coverage includes FI, Commercial, Real Estate and also Private Banking is seeeking an astute and proactive candidate to assist their Front Line Private Bankers. The roles purpose is to provide seamless support to senior relationship managers/directors with developing client relationships, growing revenue and servicing clients requests within the portfolio with scope of further business with new bank clients.
Overall duties include;
Administration
- Greeting clients as they arrive into the branch offices.
- Preparing meeting rooms for senior relationship managers.
- Processing all private banking client requests
- Managing CDD / EDDs and account opening tasks
- Assisting with payments, cards, cheques and other queries.
- Scrutinising all documents, accounts payment history etc.
- Offering customers thorough guidance and support to maximise repeat business opportunities
- Maintaining the validity of accounts, monitoring receipt of payments and documentation
- Monitoring all accounts in terms of credit movement, business volumes and control
- Creating regular reports for senior management detailing accounts performance
- Proposing of annual renewal of credit facilities
- Maintaining insurance policies and stock reports
- Conducting site visits/write up of site visits.
Candidate Experience
- Minimum 3-5 years of banking experience including Branch or Private Banking
- Have a client facing approach and be keen to involve themselves with clients and face to face meetings onsite.
- You will also have experience of being in front of clients and greeting them into the branch.
- You will be required in the offices 5 days per week.
Branch Operations Officer - West End Bank employer: MARKET TALENT
Contact Detail:
MARKET TALENT Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Branch Operations Officer - West End Bank
✨Tip Number 1
Familiarise yourself with the specific services offered by West End Bank, especially in Private Banking. Understanding their client base and the types of financial products they provide will help you engage more effectively during interviews.
✨Tip Number 2
Network with current or former employees of West End Bank to gain insights into the company culture and expectations for the Branch Operations Officer role. This can give you an edge in understanding what they value in candidates.
✨Tip Number 3
Prepare to discuss your previous client-facing experiences in detail. Highlight specific instances where you successfully managed client relationships or resolved issues, as this is crucial for the role.
✨Tip Number 4
Stay updated on current trends in the banking sector, particularly in Private Banking. Being knowledgeable about industry changes can demonstrate your commitment and proactive approach to potential employers.
We think you need these skills to ace Branch Operations Officer - West End Bank
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and required skills for the Branch Operations Officer position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: Emphasise your banking experience, particularly in branch or private banking roles. Provide specific examples of how you've successfully managed client relationships and supported senior staff in previous positions.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your enthusiasm for the role and the company. Mention your client-facing approach and any relevant achievements that demonstrate your ability to contribute to the team.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the banking sector.
How to prepare for a job interview at MARKET TALENT
✨Know the Role Inside Out
Make sure you thoroughly understand the responsibilities of a Branch Operations Officer. Familiarise yourself with tasks like client greeting, meeting room preparation, and managing client requests. This will help you demonstrate your knowledge and enthusiasm during the interview.
✨Showcase Your Client-Facing Skills
Since this role involves direct interaction with clients, be prepared to discuss your previous experiences in client-facing positions. Share specific examples of how you've successfully built relationships and handled client queries to highlight your suitability for the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle real-life situations. Think of scenarios where you had to manage client requests or resolve issues, and be ready to explain your thought process and actions taken.
✨Demonstrate Attention to Detail
Given the importance of scrutinising documents and maintaining account validity, emphasise your attention to detail. You could mention specific tools or methods you use to ensure accuracy in your work, which will reassure the interviewers of your diligence.