• Profile
Job Description

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 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 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 CB’s

  • Monitor the return of Facility letters, and completion of lending transactions in Flexcube

  • 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 updates
  • Instigating and maintaining client files
Commercial Bankers Organisation
Organising, maintaining and coordinating diaries for the Director and CBs (including future planning of meetings, meeting preparation, planning for issues)
Organise travel schedule as required
Complete compliance regulatory exams (as required), adhering to both legal and regulatory requirements

Key Interfaces

  • Take ownership and support other CBE’s

  • Maintain excellent relationships with Private Banking, Wealth Planning, Operations, Treasury and Compliance

Person Specification


  • 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 and demonstrable technical knowledge around all areas of Lending

  • Detailed knowledge of regulatory requirements covering money laundering and criminal activity

  • Knowledge of products and services associated with the 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 proactively

  • Performance Focus

  • Communications and Confidence

  • Influencing Others

  • Client Focus

  • Team Working