Transactional Banker

  • Job Reference: 7377
  • Date Posted: 14 May 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Our client seeks the ideal candidate to fulfill client demand for portfolio of high net worth accounts providing optimal service and support, coordinating products, services and resources and achieving defined revenue targets and client satisfaction.  He/she will liaise with RMs regarding client requests and process client account documents for opening/closing/maintaining accounts, investment policies, funds transfers, balances and credit; maintain paper and electronic filing systems for client documents; organize and maintain Records Management database and storage schedule, in line with security; ensure timely processing of client transactions; understand client needs; become familiar with investment products and capital allocation recommendations; assist with development of account plans to identify new potential business; seek cross selling opportunities; take part in marketing initiatives; ensure compliance with regulations; adhere to risk guidelines and risk mitigation; develop strong client relationships; monitor client feedback and make recommendations for continuous improvement.
Requirements are Business Commerce/Finance and Accounting Diploma/Degree; 3-4 years banking experience in Wealth Management; good understanding of operational and administrative processes as well as risk and compliance standards; experience of working in a similar mid-office environment or operations preferred; 3-4 years  experience in a client facing environment fulfilling client demand (credit/banking/operations), with a focus on maintaining high standards of service and problem resolution and an understanding of products and services available to clients.
Five years continuous residence in Jersey required.