Customer Relations Officer Private Banking
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| Job Type | Permanent |
| Area | City, UK |
| Sector | BankingFinancial ServicesCustomer Services |
| Salary | £Competitive |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12410 |
| Job Views | 1147 |
- Description
- A fantastic opportunity has arisen within a leading private bank based in the City, for a Customer Relations Officer to join their team.
The purpose of the role will be to act as the 1st point of contact for customers over the phone dealing with queries, executing instructions and completing the relevant supporting paperwork.
Applicants are welcome from those with previous experience delivering high levels of customer service experience gained within Financial Services industry (ideally private banking) with a keen attention to detail and the ability to manage multiple tasks at once. Excellent communication skills, both verbal and written are essential to this role.
Responsibilities to include:
- Efficiently handing all customer contact identifying and assessing customer needs from account opening to account closing, taking ownership of a customer request until completion
- Working closely with specialist teams to ensure resolution of customer requests
- Assisting customers in the completion of payment instructions, processing / keying / verifying transfers and handing to Payments Team
- Assisting the Payments Team in the verification of payments (CHAPS and SWIFT)
- To respond to customer calls and in the absence of Relationship Managers
- Ensuring that KYC (Know your customer) documentation is completed and updated for customers and maintaining customer record information in CRM
- Ensuring due diligence is carried out on customers through verification of all customer instructions
This is a fantastic opportunity for a customer-focussed individual to develop their career within private banking environment!