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