Private Bank Analyst
About the job
The Private Bank Analyst job is all about supporting Private Bankers in delivering exceptional service to high net worth clients. This role plays a crucial part in assessing financial risks and opportunities, ensuring clients receive tailored solutions. The team values collaboration and strives for excellence in every client interaction.
You'll be responsible for
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Writing and managing credit applications
Write, negotiate and manage commercial credit applications for new and existing clients.📑
Completing credit submissions
Complete credit submissions and annual reviews to ensure timely delivery of decisions, documentation, and funding to clients.🤝
Delivering exceptional customer service
Provide exceptional customer service, client communication, and engagement to support credit submission requests.Key criteria
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Commercial lending experience
Experience in commercial lending from sales or analyst environments.View
📊
Credit analysis training
Demonstrated training and experience in credit analysis.View
📈
Advanced MS Excel skills
Proficient in financial analysis and modelling using Excel.View
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