Banking Operations- Client Support Assistant (6months FTC)
- exeter, england, United Kingdom
- Contract
Job Description
This role is a 6 months fixed term contract, based in our Exeter office, supporting our Commercial Banking function.
The CSA will focus on providing a client focused service, predominantly by telephone, ensuring client queries and requests are handled accurately, efficiently and within agreed service level agreements and appropriate timescales depending on the nature of the client enquiry. This job will support the continued growth of our Banking and Direct Deposit business.
To place the interests of customers at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers and to comply with the FCA and PRA's Conduct Rules.
Key Responsibilities:
Client service support:
Client contact by telephone both incoming and outgoing.
- Dealing with client payment requests and ensuring that:
- Payment call backs have been made in line with ID & V procedures.
- Remitting details are correctly obtained for processing.
- FX deal tickets are completed where required.
- Internal transfers are processed.
- All requirements of the payments process are completed correctly and in a timely manner.
General Administration:
- Responsible for keeping client records updated.
- Archiving and keeping paper and electronic filing up-to-date.
- Assisting in the administration of general office management tasks.
- Undertaking project work when required.
Compliance:
- Dealing with clients’ complaints and errors in a timely manner, including following the laid down process for capturing and investigating errors and complaints. Liaising with the relationship manager and team to resolve errors and complaints, and acting as the first point of contact for clients.
Risk:
- Responsible for managing risks inherent to the role by diligently observing internal policies and procedures.
Key Interfaces:
- Maintain excellent relationships with Commercial Banking, Operations, Treasury, Risk and Compliance and other stakeholders across the business.
Person Specification
Knowledge/Experience/Skills:
- Experience of delivering a high standard of customer care.
- Good telephone skills.
- Ability to provide a very high level of client service and at all times keeping the client at the heart of everything we do.
- Strong numeracy, literacy and computer skills.
- An understanding of savings, banking or financial services is desirable.
- Ability to provide a very high level of client service and at all times keeping the client at the heart of everything we do.
- Ability to work within a team environment for the benefit of the client, the team and the Bank.
- IT literate, and a good understanding of Microsoft Office.
- Excellent verbal and written communication skills.
- Excellent organisational skills.
- Strongtime management skills and the ability to work well under pressure.
- Ability to maintain a high level of confidentiality, diplomacy and discretion.
- High level or accuracy and attention to detail.
- Ability to learn a variety of banking systems and tasks.
- Empathy in handling customer complaints.
- A “can do” attitude.
- Client focus.
- Team Working.
- Planning & Reviewing.
- Judgement & Problem solving.
- Communication & Confidence.
About Us
Life, Work and Benefits
Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.
- Competitive salary, pension & holiday allowance
- BUPA Health cover
- 4x Life Assurance
- Discretionary bonus
- Market leading maternity/paternity and menopause policies
Data Privacy and Reasonable adjustments
We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice
Reasonable adjustments : Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us at Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.
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