Associate Private Banker
About the job
The Associate Private Banker job is all about supporting Private Bankers with value-added solutions for high net worth clients. This position plays a crucial role in ensuring that clients receive outstanding service and have their financial needs met efficiently. The team thrives on collaboration and a commitment to delivering exceptional results for clients.
You'll be responsible for
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Fulfilment of credit applications
Fulfilment of all credit applications (Consumer and Commercial) and once the client confirms, initiate documentation process and track file through to funding/settlement.⏳
Overseeing deal execution
Oversee progress of deal execution through to conclusion to ensure timely and efficient delivery of clients’ needs and requirements.📈
Managing portfolio workflow
Manage portfolio workflow on a daily basis by delivering exceptional customer service in all dealings, reflected in a positive lift in the NPS results for Team and CP.Key criteria
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Customer service experience in banking
Demonstrated experience in delivering exceptional customer service in banking environments.View
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Consumer or commercial product knowledge
Proven knowledge of consumer and commercial banking products.View
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CommSee system proficiency
Strong understanding and experience with the CommSee system.View
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