Client Director Assistant

About the role

Join us as a Client Director Assistant

• You’ll be recognised as a first point of contact for clients, answering complex queries and identifying opportunities to help them with their financial needs and goals
• The role will involve proactive and ongoing client engagement activity to deliver client requests and ensure an outstanding service
• As a Client Director Assistant, the work you do will make sure our clients feel safe and secure while banking with us

What you'll do

We’ll look to you to undertake proactive client contact to build relationships and deliver the day-to-day management of client needs. You’ll deal with a variety of client interactions, outline the different ways they can do their banking, anticipate their extended needs, and support them in choosing the right service options for their personal needs.

In addition to this, you’ll:

• Work alongside colleagues to achieve wider business goals
• Orchestrate fulfilment activity sequencing with stakeholders and clients, identifying what needs to be done by when
• Deepen relationships with clients by identifying areas we can build on our current offering
• Investigate and resolve complex queries
• Contact clients through meetings and first point telephony and email communications

The skills you'll need

We’re looking for someone with a good understanding of how to provide a high level of client service and a background of working in a financial services environment.

We’re also looking for:

• The ability to work within a sales and service culture
• Good numeracy skills with the ability to use Microsoft Office
• Excellent communication skills and a customer centric attitude

If you need any adjustments to support your application, such as information in alternative formats or special requirements to access our buildings, or if you’re eligible under the please and we’ll do everything we can to help.