Commercial Banking – Commercial Banking Executive, Trading
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 comunications
- Preparing account opening forms
- Responsible for keeping client records updates
- Instigating and maintaining client files
Commercial Bankers Organisation
Organising, maintatining and coordinating diaries for the Director and CBs (including future planning of meetings, meeting preparation, planning for issues)
Organise trave schedule as required
Support the bank’s Change & innovation agenda
- Complete user acceptance testing of technology updates, new functionality & systems used in front office as required
- Input to change projects to give ideas, input and requirements as required
Compliance
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
Knowledge/Experience
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
Skills
- A good understanding of Banking Systems and be IT literate, and a high understanding of Microsoft Office
Qualifications
Working proactively
Performance Focus
Communications and Confidence
Influencing Others
Client Focus
Team Working
About Us
Life, Work and Benefits
Arbuthnot Latham is committed to equal‑opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.
- Competitive salary, pension & holiday allowance
- BUPA Health cover
- 4x Life Assurance
- Discretionary bonus
- Market leading maternity/paternity and menopause policies
Data Privacy and Reasonable adjustments
We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice
Reasonable adjustments: Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us at recruitment@arbuthnot.co.uk. Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.
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