Job Summary
To provide support to the Local Banking team and assist in the servicing of clients. The individual will be a contact point for client’s daily banking requirements and aim to deliver an effective service with an eye for process efficiency.
Significant potential to progress through the Front Office.
Job Accountabilities
- Assist in the day-to-day servicing of existing clients.
- Receive instructions (payments, security trades, foreign exchanges, Fixed deposits and corporate actions) from clients in person, fax, letter or by telephone. To carry these out directly or indirectly through the coordination of their completion by Banking Operations, ensuring that all necessary actions are taken for timely execution of the instructions.
- Daily communication with the Relationship team and client contact through query resolution and payment call backs.
- Identify opportunities to cross and up sell the banks products and services, and work with the RM to convert these leads.
- Awareness and active contribution towards the bank’s financial targets and the revenue of your clients.
- Positive cross-departmental co-ordination to deliver a highly effective service for their clients.
- To provide assistance to other team members during busy times.
- Assist with projects and large-scale system tasks that may arise from time to time.
- To assist with the timely completion of client risk reviews.
- Ensure that all relevant and current rules, regulations and Bank policies are adhered to in respect of your clients.
Know-How/Competency Requirements
- Strong written and verbal communication skills.
- The ability to work collaboratively within a team
- Proficient IT skills
- Keen interest in banking and learning about products/services
- Experience in any banking role (desirable but not required)
- Strong user awareness of IT skills
- A pro-active approach to suggest new ideas/innovation/process changes
- Ability to think outside of the box and enthusiasm for change and the unexpected
Compliance
The employee is required to complete regular, relevant training, howsoever delivered, as required by Policy and local Regulations (as may be amended from time to time).
The employee must comply with any additional risk and compliance requirements as guided by local legislation or Company policy.
Corporate Responsibilities
To promote and support the aims of Butterfield Group and BBGL.
To develop and maintain an effective working relationship with your manager, colleagues and any staff reporting to you.
To comply with the terms of Butterfield Group’s Code of Conduct.
To comply at all times with all applicable legislation, in particular but not limited to the requirements of the Financial Conduct Authority.
To comply with Butterfield Group’s Information & Cyber Security Policy.
To inform your manager or other appropriate office if you have any concerns about workplace malpractice or mismanagement.