Business Support Assistant

Job Purpose:

The Business Support Assistant is responsible for supporting the delivery of exceptional client service by assisting the Banking Team with day‑to‑day administrative matters for clients, providing exceptional levels of service.

• Handle day-to-day administrative matters to support the Assistant Banking Managers and Business Support Assistant team (inc. payment processing, account opening, foreign exchange, deposit requirements etc.)
• Full compliance with regulatory requirements, risk appetite and Bank policies and guides to make sure we are providing good outcomes for our clients
• Support the maintenance of internal office systems, including data management and filing, to ensure efficient operations.
• Consistent and accurate use of CRM including addition of appointments, updating meeting notes, logging prospects, new and referred business etc.
• Preparation of documents, briefing papers, reports, returns and presentations as appropriate.

• Answer enquiries and respond to requests in a timely fashion
• Seek to deliver a right first-time approach with minimal errors (inc. payments, onboarding, credit application keying) to enhance client experience
• Maintain accurate and relevant client records in accordance with the Bank’s procedures and data protection (inc. KYC / anti-money laundering reviews)

• Liaise and work effectively with colleagues in other areas of the bank (incl. the Client Origination Team, Banking Operations, Credit Operations and First Line of Defence)
• Undertake and/or support ad‑hoc business tasks and projects as required
• Role holder may also be required to carry out additional duties from time‑to‑time that are considered appropriate to the role holder’s knowledge and experience
• Develop and maintain strong working relationships with colleagues and clients.

• Timely completion of mandatory eLearning and reading, and any other assigned training

• Good awareness of how a bank operates and its commercial environment, as well as with issues likely to affect the Bank’s client base
• A strong commitment to excellent client service and teamwork and a desire to develop a career within a progressive bank
• Exceptional organisational and administrative skills
• Excellent attention to detail and high levels of accuracy
• Strong and professional communication skills (written and oral).
• Knowledge of relevant regulatory and compliance requirements within the banking industry.
• A positive attitude, good interpersonal skills, and a strong desire to increase skills and knowledge.
• Ability to positively challenge both colleagues and clients where appropriate.
• Pro‑active, with the ability to work alone where required
• Takes ownership but asks for help when needed
• Strong level of computer literacy (inc. Microsoft applications).
• Achieved or working towards Professional Banker Diploma and/or CeMap qualification preferable, but not essential
• Seek out efficiencies, take on feedback and strive for continuous improvement within the Banking Team and within the Bank more widely.

We support hybrid working and our policy is that colleagues spend at least 60% of their working week in the office to connect and collaborate with their colleagues. We are open to considering requests from candidates who are looking for flexible arrangements. Please talk to us at interview about the flexibility you are looking for, and we will explore what is possible for the role.

We cannot promise to meet every request, but we will not judge you for asking.

We offer exciting career opportunities through professional and personal development, and have an extensive range of benefits you can enjoy.