Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology.
This role sits within our Technology team based in London.
This role will be supporting the Head of Banking for Technology Business primarily focusing on providing proactive support in the Commercial Banking team, as it stands it is currently a one person team, however we are looking to bring in ambitious executives to grow the technology Business. If you have Innovation or Technology Banking experience, this role could be a great opportunity to develop your skillset and help build a team from the ground up.
Job Purpose
The CBE will primarily focus on providing pro-active support to the Director and Bankers in the Commercial Banking Team. They will support the team with client acquisition and retention via client contact, but will primarily provide support in the preparation of lending proposals and support the growth aspirations of the Commercial business.
Key Responsibilities
Client service and Sales support
- Main point of contact and accountability for clients in respect to their day to day banking
- Building and monitoring client relationships
- Supporting Commercial Bankers in developing, growing and retaining their portfolio of Commercial Clients, ensuring a quality of service is provided at all times whilst proactively managing portfolio of clients and help Commercial Bankers achieve their targets
- Will be competent at identifying new sales opportunities
- Develop sales pitches, analysing client book to identify target clients’ needs and attending client meetings to establish strong working relationships
- Undertake proactive client calls and ensure commercial banker’s follow up on all client leads and facilitate client meetings
- Preparing full client briefs and research for commercial bankers
- Manage account maintenance procedures – including account opening and account closing
- Initiate, discuss and complete Credit Applications on behalf of CB’s
- Monitor, prepare and/or complete annual client reviews – maintaining client files in the process
General Administration
- Preparing Client communications
- Preparing account opening forms
- Responsible for keeping client records updates
- Instigating and maintaining client files
Commercial Bankers Organisation
- Organising, maintaining and coordinating diaries for the Director and CBs (including future planning of meetings, meeting preparation, planning for issues)
- Organise travel schedule as required
Support the bank’s Change & innovation agenda
- Complete user acceptance testing of technology updates, new functionality & systems used in front office as required
- Input to change projects to give ideas, input and requirements as required
Compliance
- Complete compliance regulatory exams (as required), adhering to both legal and regulatory requirements
Key Interfaces
- Take ownership and support other CBE’s
- Maintain excellent relationships with Private Banking, Wealth Planning, Operations, Treasury and Compliance
Person Specification
Knowledge/Experience
- Experience in Client Facing Roles
- Commercial banking experience, supporting clients
- Ability to provide a very high level of client service and at all times keeping the client at the heart of everything we do
- Detailed knowledge of regulatory requirements covering money laundering and criminal activity
- Knowledge of products and services associated with the Commercial Sector
- Multi-tasking capability
- Ability to develop a network both internally and externally to mutually benefit the team and the Bank.
- Ability to work under pressure, deal with a heavy workload and deliver against stretching deadlines
Skills
- A good understanding of Banking Systems and be IT literate, and a high understanding of Microsoft Office
Qualifications
- Working proactively
- Performance Focus
- Communications and Confidence
- Influencing Others
- Client Focus
- Team Working
About Us
At Arbuthnot Latham, we seek proactive individuals who embrace high standards and bring the energy needed to drive success. In return, you can thrive in a dynamic environment that values your innovative ideas and provides the stability and support for your personal and professional growth. Our human-scale ethos means that everyone is recognised as an individual, not just a number, creating a workplace where you truly belong and thrive.
Life, Work and Benefits
- As a service led, relationship driven bank, in-person collaboration and wellbeing are important to us and drives our inclusive culture. With this in mind, our Agile Working Policy offers one day a week working from home.
- Competitive holiday allowance with the ability to buy / sell / rollover up to five days per year
- Pension via market leading provider
- 4x Life Assurancei>
- Discretionary Bonus
- Access to a suite of flexible benefits including Cycle to Work Scheme, Gym Scheme, Health Assessment, Season Ticket / Travel loans and Dental insurance as well as other discounts / vouchers
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