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Senior Officer | Banking | 12 Month Contract

There has never been a more exciting time to be a part of this award-winning banking and investment firm, which offers an environment that places huge value on the talent of their employees in driving their continued success and supporting their growth strategy.

Working within an international workforce where their entire business model is based on trust and integrity, you will strive to uphold the highest levels of integrity whilst being encouraged and supported in achieving ambitious goals to reach your full potential.

In this role you will provide a first line of support to the Relationship Managers, while ensuring that an exceptional service is delivered at all times to clients.

Responsibilities will include:

  • Providing day-to-day first line transactional support to the Relationship Managers including the completion of application for account opening, registration for internet banking and client access, review and investigation of payments with other departments
  • Working closely with Relationship Managers in the onboarding of new clients, ensuring adherence to compliance guidelines, strategy and policy while meeting the expectations of the client
  • Responding to routine customer enquiries, queries and requests with speedy and accurate feedback to help maintain positive relationships with clients
  • Liaising with other internal business areas to ensure the timely processing of all transactions so as to provide the highest levels of service to customers
  • Identifying possible sales opportunities and generating new business for the company to increase support team income

Experience and skills required:

  • Hold a relevant qualification - ideally a Diploma in finance and accounting
  • Previous experience in a similar role
  • Ability to analyse customer needs by engaging with them, analysing their personal financial objectives as well as their current financial position

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

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Senior Officer | Banking | 12 Month Contract
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