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We are inviting applications to managing a retail branch of one of the international bank based in London. Key responsibilities would include branch business development, customer acquisition, sales of bank's products & services. Complying with audit & other parameters under the internal/external regulatory framework. Core Responsibility: Meet the requirements of your position mandate, demonstrate your commitment to the Bank's corporate values and best practice ethics, and contribute as an effective team member. Area of Responsibility: Responsible for managing and growing branch business for all product range. Business development activities by participating in local events and generating referrals. Responsible for managing the branch under the internal/external regulatory framework in compliance with the organizational policies. Directly handling set of HNI clients and deriving business through these relationships. Understand & comply with conduct risk requirements to meet the Group's conduct risk policies and expectations of regulators. To exhibit high levels of customer service & sound understanding of retail & business transactions. Successfully interact with internal stakeholders across different departments and exhibit exceptional interpersonal skills. Activities pertaining to marketing, customer service and quality maintenance. Leadership and Training, Responsible for managing team performance. New activities identified due to change in processes and products. Any other activity in order to facilitate smooth operation of the branch To undertake projects and assignment from time to time as directed by Key Skills and Knowledge Requirements: Sound Understanding & prior experience of working in Retail Banking and handling large clients across different banking products. Selling / Negotiating / Networking / Relationship Management skills Disciplined approach to deal execution / client follow up Team Handling and people management experience. Knowledge of Operations, Compliance, Operational Risk and Regulatory framework. Good presentation skills and ability to communicate at all levels in the organization Self-motivated, self-drive, good interpersonal skills and team player Ability to assess the external environment for threats and opportunities.
Are you a recent graduate looking for an exciting opporunity to work with an established private bank? This role is office based in Central London. About The Company: Our client is a global private banking group offering private banking and asset management services and is headquartered in Zurich. Our client has an international network spanning Europe, Asia Pacific, Middle East and Latin America, and manages assets for private clients all over the world. The bank's services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. They offer a stimulating and dynamic work environment. Summary Overview of the Role The Client Support Officer (CSO) will assist the Client relationship Officers(CROs) with banking and client-related administration such as: transfers and payments, foreign exchange, monitoring and fixing of bank deposits and processing of purchases and securities sales. Interact with clients and internal stakeholders such as Operations, Compliance and offshore entities as required. Where authorised by the Fitness & Propriety Certificate, promote, recommend and arrange banking and investment products and services. Roles & Responsibilities Proposition & Productivity Support CROs in acquiring new and developing existing client relationships, e.g: Cross-selling the products and services as appropriate. Participating in general marketing campaigns and events. Cultivating partnerships and referrals. Keep up to date with industry, socio-economic and regulatory developments in client markets. Contribute ideas and views to strengthen ongoing business and operational success. Treat customers fairly, actin their best interest and offer a transparent, efficient, and professional service within Fitness & Propriety Certificate permission remits. Process & Platform Where certified, liaise with CROs to assess clients' financial objectives, attitude to risk, personal circumstances, and any existing portfolios to identify and advise on suitable bespoke strategies. Handle incoming telephone calls, correspondence, individual diaries, filing and expenses. Assist CROs/ CSOs in preparing for and attending client meetings and ensuring written records. Assist with travel arrangements and preparation of papers for CRO/CSO business trips. Maintain marketing information and support targeted activities as required. Generate and distribute Banking Reports using the internal system. Obtain ad-hoc valuations of client portfolios and prepare a consolidated position as required. Arrange inbound /outbound references, cash collections and cheque books on clients' behalf. Liaise with internal stakeholders to deliver the following for clients in scope: Account opening: accurate and complete due diligence and client information packs. Client instructions: execution per internal procedures including: identification, call back payments, deposits, loans, FX deals, transfers and securities transactions. Credit applications: preparation and prompt supply of documentation. Client review: assist a timely and robust completion, e.g. PEP, credit and investments. Account monitoring: execution per internal procedures and any follow-on escalations or liaison with clients as appropriate. Record keeping: maintain up to date, clear and comprehensive client, business and transaction records. Ensure data in tracking systems are continually maintained. Adhere to policies regarding Conduct Rules and regulatory obligations for each booking location. Comply with 1st line of defence obligations: Follow the Risk Management Framework and associated training, policies and processes. Understand, manage and continuously refine the risks and controls for your role. Be alert to new risks, breaches or issues and report them in line with formal processes. People Follow the Bank's Values in all activities and support colleagues to also do so. Maintain Certification fitness and promptly declare any relevant changes to your circumstances. Stay aware of internal strategy and actively drive personal career and development plans to suit Support a 'one team' approach by respecting dependencies across departments and locations. About You: University degree in Business Administration, Finance, Law, Economics or related field Good understanding of financial instruments (funds, tracker, structured products, derivatives such as options on securities and FX) Good Windows office skills (excel, outlook, etc.) Able to cope with pressure and handle a heavy workload; Flexible and able to multitask Accurate and detail oriented Have an interest in a career in Financial Service and Compliance Their five Values describe their 'corporate personality and shape the personal attributes and achievements they look for: Accountable: we take ownership for tasks and challenges and seek continuous improvement Reliable, thorough, and consistently high-quality work. Self-disciplined delivery and successful navigation of ambiguity. Hands-on: we are proactive to rapidly deliver high-quality results Anticipation of outcomes and taking initiative. Understanding of commercial drivers of business and portfolio growth and financial markets, competitor, and industry trends. Clear, engaging, and credible verbal and written communication style. Passionate: we are committed and strive for excellence Service innovation driving excellence or efficiency. Curiosity and embracing of change. Solution-driven: we focus on client outcomes and treat clients fairly with a risk-aware mind-set Delivery of best-in-class, personal and bespoke client service. Expertise in banking, investments, treasury, credit, property-based lending and/or offshore tax and trust structures. Application of regulation and risk management In day-to-day decisions and practice.
Job Title: Customer Services Officer Location: Watford Salary: Up to £28,000 Hours: Monday to Friday 9 am to 5:30 pm Benefits: Contributory Pension scheme Private Medical Healthcare Life Assurance Dental Plan Free eye tests Annual leave purchase scheme Social events Refreshments 25 days annual leave with bank and public holidays on top Perk box Superb development opportunities About out Client: Our esteemed client is a distinguished specialist lender, renowned as one of Europe's most rapidly advancing leaders in property finance and specialised lending. With a results-driven mindset, they consistently strive to exceed expectations and deliver outcomes that go above and beyond with the customer always in mind. Demonstrating their commitment to fostering a vibrant work environment, they have made substantial investments in their office space, ensuring it serves as an optimal setting for their dedicated staff to not only work but also thrive. They have a sun terrace with a pergola and seating, an atrium breakout space, a coffee point, 72 new cycle storage points and changing facilities. This forward-thinking company has expanded its Learning and Development function. This expansion shows their dedication to enhancing the skill sets of their valued team members. The commitment to supporting their employees' educational pursuits is evident in their generous backing of CeMap study. Beyond professional development, they actively promote a positive workspace by organising regular social events and embracing dress-down Fridays. About the Role: In this entry-level opportunity you will engage directly with loan customers, utilizing your exceptional communication skills to gather crucial information and craft tailored payment plans or explore alternative forbearance options. This role is at the forefront of customer service excellence, making it ideal for individuals passionate about advancing their careers within the mortgage sector. Rest assured; comprehensive training will be provided to set you up for success. Don't miss out on this chance to make a meaningful impact while honing your skills in a supportive. Responsibilities: Dealing with all calls, post and emails effectively and to within agreed SLAs Checking of new account uploads Submitting BACS files and actioning any unpaid direct debits or payments Dealing with all cash allocations to ensure funds are applied to the appropriate account. This will include checking the company bank account(s) Dealing with all Servicing team Banking including Cash/Card Allocation, Redemption, Part Settlements etc Scanning Title updates to files Actioning and applying all redemption and capital reduction funds to loans to redemption/completion. Actioning all Deed of Postponement, and Easement requests to completion Ensuing all Printing is undertaken and sent within agreed SLAs Dealing with E-DS1 Upload, Payment Holiday Overpayments Exit & Refunds - Credit Arrears Report. Dealing with Solicitors Missing Title Registrations Dealing with Cash/Redemption allocation last working day of the month which may go beyond the time of 1730. Dealing with CRA Return (CAIS) Checking and Actioning any Accounts in Credit at month end (From the Daily Arrears report) and updating the Senior Servicing Manager on any cases Actioning the Monthly Consolidation Refunds from Finance Adhering to the Invoice Process to check and pass for payment of any invoices. (subject to mandate) Dealing with any Exceptions between Phoebus and Fusion Actioning any B of E Base Rate Changes & Complaints Assisting the team with any Phoebus or system(s) Testing Assisting the Senior Servicing Manager & Head of Group Servicing to ensure the effective operation of the Servicing Team Taking Calls from customer and third parties to assist in the administration of their loans and any queries they may have Experience required: Good telephone skills Ability to work as part of a team and on own initiative Attention to detail Strong negotiation skills Self-motivated Proactive Logical and organised Previous customer services or arrears management is preferred ideally from the financial services sector, but this is not essential Trusting Stellar Select: At Stellar Select, our commitment goes beyond recruitment; it's about crafting experiences that elevate your career journey. We take pride in delivering excellent services to our candidates and always going the extra mile to ensure your success. Our foundation is built on openness and transparency. We believe in clear communication with everyone we work with, fostering an environment of trust, honesty and fairness. Embark on your career journey with confidence, knowing that our services are designed with your success in mind. Here's what our complimentary service includes: 1-2-1 Experience Discussion: Your experiences matter. Engage in personalised discussions about your journey and how it aligns with the job role. Interview Preparation: Step into interviews with confidence. We provide thorough preparation to ensure you shine in every interaction. Negotiation of Job Offers: We'll manage the negotiations on your behalf, aiming for offers that align with your expectations. Recruitment Process Updates: No more uncertainty. We keep you in the loop with regular updates on your recruitment process For more information regarding the role of Customer Service Officer please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC