You will assist with the administration of the private banking team.
Are you available immediately or on a short notice period and would be interested in a contract until the end of 2024 at this Private Bank in Piccadilly.
We are currently recruiting for a Bank Care Assistant.
If you're a kind, warm and compassionate person and like to have a positive impact on peoples' lives, then working as a Regional Bank Care Assistant will be the right role for you.
As one of the largest healthcare providers in the UK it's important to us to couple great care with meaningful and enjoyable experiences.
This role profile is applicable to business areas such as Cash allocation, Bank reconciliation, Insurer & Bordereaux Reconciliation, Client, Insurer & Introducer Payments, Client & Insurer Money Calculations and Credit Control.
The Role
This role is instrumental in protecting our clients' money under the CASS 5 rules whilst providing an efficient and compliant service to our stakeholders.
The purpose of this role is to process and control accounting transactions relating to our clients' insurance policies.
We are looking for ambitious and motivated Customer Care Agents to join an energetic team that supports everyday banking customers.
You will be supporting providing telephone support with account queries, amendments, complaints, applications, and escalating complex complaints and reports of fraud to specialist teams.
You will be required to work 37.5 hours per week, working shifts across Monday-Friday, between the hours of 08:00-20:00.
Develop,implement, modify, and document recordkeeping and accounting systems.
Prepare, examine or analyse accounting records, financial statements or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
Develop, maintain, and analyse budgets, preparing periodic reports that compare budgeted costs to actual costs.
Regarding AML/CFT, conduct risk, complaint, fraud, CASS, customer duty, etc.
Familiar with banking products and services and can independently formulate or revise relevant department policies and procedures, Experience in handling customer complaints; Have experience in CoP project or payment processing and be able to assist in interpreting regulatory requirements and completing CoP project testing and production
The Skills You'll Need: English fluent, Be familiar with the requirements from regulatories (FCA, PRA, BOE, etc.)