Relationship Officer - Banking (Tooting)

Our client, a prestigious banking brand who has been situated in the UK for nearly 50 years, is seeking a new Relationship Support individual. This excellent commercial banking brand has strong business lines into residential mortgages, BTL and commercial real estate lending. The role will see you in a front line role supporting Business Relationship Managers and support them in effective client portfolio management.

The Relationship Support Officer (RSO) is responsible for supporting the Relationship & Branch Manager in delivering a high standard of customer service, client onboarding, AML/KYC compliance, branch operations and administrative support activities.

The role acts as a key point of contact for customers and assists with account opening, customer due diligence, ongoing KYC reviews, locker operations, cash handling activities, account maintenance and various operational processes. The RSO will liaise with internal departments to ensure customer requests are processed efficiently and in accordance with regulatory and Bank requirements. The role also provides administrative support to the Relationship & Branch Manager in relation to credit processing activities, including documentation gathering, system uploads, tracking approvals and maintaining records.

The bank is located in Tooting and would require you onsite 5 days per week. The role is a strict 9am - 5pm (so no long hours required).

Relationship & Customer Support

  • Act as a first point of contact for customer enquiries through telephone, email and face-to-face interactions.
  • Deliver excellent customer service and ensure timely resolution of client requests.
  • Support the Relationship & Branch Manager with customer meetings, follow-up actions and correspondence.

Branch Operations & KYC / AML Processing

  • Process cash deposits and withdrawals in accordance with Bank procedures.
  • Assist with operational controls to ensure compliance with internal policies and procedures.
  • Process new onboarding request and perform AML & KYC requirements for new as well as existing clients.

Locker Operations

  • Administer locker opening, renewals, closures and customer access procedures.
  • Ensure locker operations are conducted in accordance with Bank policies and procedures.

Credit Administration Support

  • Assist the Relationship & Branch Manager with credit administration activities.
  • Upload customer and facility information onto the Bank's systems.
  • Coordinate with Credit Administration, Operations and other internal teams regarding documentation requirements.

Management Information & Reporting

  • Assist in preparing various branch MIS reports and management information submissions.
  • Produce periodic reports as required by management.

Compensation

The role offers a generous starting base of £35,000 plus banking benefits and a yearly bonus with yearly salary reviews. Your first year you should earn approx £42,000 - £45,000 total compensation.

Back to blog

Other Jobs To Apply

No other job posts for this day.

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...