This is a 13 month secondment or FTC opportunity starting in April 2026
Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology.
The CBE will primarily focus on providing pro-active support to the Director and Senior Banker in the Commercial Banking Team. They will support the team with client acquisition and retention via client contact, but will primarily provide support in the preparation of lending proposals and 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 Senior Commercial Bankers in developing, growing and retaining their portfolio of Commercial Clients across a range of sectors, ensuring a quality of service is provided at all times whilst proactively managing a portfolio of clients and help Senior 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
- Manage account maintenance procedures – including account opening and account closing
- Initiate, discuss and complete Credit Applications on behalf of Senior Commercial Bankers.
- Opportunities to present to credit committee will be provided depending on ability
- Monitor the return of Facility letters, and completion of lending transactions in Flexcube, 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
- Monitor, review and prepare drawdown recommendations for development loans following a review of Independent Monitoring Surveyor reports
General Administration
- Preparing client communications
- Preparing account opening forms
- Responsible for keeping client records updated
- Instigating and maintaining client files
- 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
Risk
- 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