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Job Description

The CBE will primarily focus on providing proactive support to the Senior Banker or Commercial Banker in the Media Commercial Banking Team. They will support the team with client acquisition and retention via client contact, but will primarily provide support in the onboarding of new clients and servicing the day to day banking needs of media commercial banking clients.

To place the interests of customers at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers and to comply with the FCA and PRA's Conduct Rules.

 

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 Senior Commercial Bankers.
  •  Monitor the return of Facility letters, and completion of lending transactions in Ncino, the Bank’s loan administration and banking system
  • Monitor, prepare and/or carry out annual credit reviews
  • 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 updated
  • Instigating and maintaining client files
  • Organising, maintaining and coordinating diaries for the Director and CB’s (including future planning of meetings, meeting preparation, planning for issues)
  •  Organise travel schedules 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/Risk

  • Complete compliance regulatory exams (as required), adhering to both legal and regulatory requirements
  • Ensuring money laundering/Know Your Customer procedures are implemented correctly and accurately
  • Responsible for managing risks inherent to the role by diligently observing internal policies and procedures.
 

Key Interfaces:

  • Take ownership and support other Commercial Banking Executives
  • Maintain excellent relationships with Private Banking, Wealth Planning, Operations, Treasury and Compliance
Person Specification

Knowledge/Experience/Skill:

  • 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 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
  • A good understanding of Banking Systems and be IT literate, and a high understanding of Microsoft Office
  • Working knowledge of Salesforce CRM system is preferable
  • An interest in the media sector is preferable
 

Qualifications:

  •  Relevant Banking qualifications
     

Competencies:

  • Working proactively
  • Performance Focus
  • Communications and Confidence
  • Influencing Others
  • Client Focus
  • Team Working
About Us

Life, Work and Benefits

Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.

  • Agile working
  • Competitive salary, pension & holiday allowance
  • BUPA Health cover
  • 4x Life Assurance
  • Income Protection scheme
  • Discretionary bonus
  • Market leading maternity/paternity and menopause policies
  • Flexible benefits

Data Privacy and Reasonable adjustments

We take keeping your data security seriously.  For more detail on how we may keep your data please refer to our Privacy Notice

https://careers.arbuthnotlatham.co.uk/files/RecruitmentPrivacyNotice.pdf

Reasonable adjustments: Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us at [email protected]. Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.

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