Saint Helier, St Helier, Jersey

Client Services Officer

 Job Description:

Job Title: Client Service Officer

´╗┐Location: Jersey

Job Summary:

  • Contribute ideas and ways to continuously improve operational processes undertaken.
  • Treat customers fairly and act in their best interests.
  • Offer a transparent, efficient and professional service to banking clients.
  • Attend to incoming telephone calls and written requests from banking clients.
  • Assist CRO in preparing for client meetings.
  • Obtain ad-hoc valuations of client portfolios and prepare a consolidated position as required.
  • Liaise with internal stakeholders to deliver the following for clients in scope:
  • Account openings: ensure accurate and complete due diligence and client information has been received.
  • Client instructions: execution per internal procedures including: identification, call back, payments, deposits, loans, FX deals, transfers and securities transactions.
  • Credit applications: preparation and prompt supply of documentation.
  • Client periodic account reviews: assist in the timely completion per deadlines set.
  • Account monitoring: execution per internal procedures and any follow-on escalations or liaison with clients as appropriate.
  • Recordkeeping: maintain up to date, clear and comprehensive client, business and transaction records. Ensure data in tracking systems are continually maintained.
  • Adhere to policies regarding Conduct Rules and regulatory obligations.
  • Comply with 1st line of defence obligations

Qualifications & Experience

  • Preferably working towards a formal banking /investment qualification.
  • Three years commercial/private banking experience in a role having undertaken the above responsibilities.

Must be resident in Jersey 5 Years minimum