AddressThis role is open to the employees of Arbuthnot Latham only.
This Commercial Banking Executive (CBE) role is within the Commercial Banking Trading Team based in London
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 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
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
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
Key Interfaces
Take ownership and support other CBE’s
Maintain excellent relationships with Private Banking, Wealth Planning, Operations, Treasury and Compliance
