Associate Private Banker
About the job
The Associate Private Banker job is all about supporting Private Bankers through value-added solutions for high net worth clients. This role is crucial in ensuring that clients receive exceptional service and that their financial needs are met efficiently. The team thrives on collaboration, innovation, and a commitment to delivering outstanding results.
You'll be responsible for
📄
Fulfilment of credit applications
Fulfilment of all credit applications (Consumer and Commercial) and once 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
💼
Customer service experience in banking
Demonstrated experience in a banking or lending environment.View
📊
Consumer or commercial product knowledge
Proven knowledge of consumer and commercial banking products.View
🖥️
CommSee system proficiency
Strong understanding of the CommSee system for client management.View
View more