Corporate Client Account Manager/Client Portfolio Manager recruitment
Responsibilities will include:
• Managing an allocated portfolio of clients.
• Acting as first point of contact for allocated client portfolio
• Providing cash management solutions to allocated clients, to include electronic banking products and liquidity management
• Taking responsibility for client related account opening documentation
• Liaising with clients face to face and over the telephone
• Attending regular meetings with clients in order to review client accounts and to offer value, support and solutions to any potential issues or queries
• Carrying out regular client reviews to ensure optimal streamlining of client accounts
• Liaising with internal and external contacts regarding client queries and issues, ensuring that they are resolved in a timely manner
• Ensuring that client documentation meets compliance and audit requirements
• Acting as a point of contact for other departments regarding portfolio related queries
• Actioning client account changes/updates as required, ensuring that all documentation is signed off accordingly
• Ensuring the smooth running of allocated corporate client accounts on a day to day basis
• Prioritising daily workload accordingly
• Assisting in training new members of staff
• Assisting team members with client queries/issues as required
You will have:
• Previous experience of corporate client account management.
• Previous experience of working within a corporate banking environment
• Strong knowledge of commercial/transaction banking products
• Solid knowledge of Cash Management and Transaction Management
• Solid understanding of cash management products.
• A working knowledge of European clearing systems and payment mechanisms to include BACS, CHAPS and Fast Payments
• Strong communication skills
• Ability to work under pressure and to agreed timeframes
For further details please contact Tilly at Square Mile Connections on: 020 3440 4133