15 Aug 2023

Banking Services Executive

Ref 36338

Do you enjoy building good relationships with clients? An independent financial advisory group is seeking a Banking Services Executive to join their team.

Key responsibilities 

  • Handling client requests for payments, foreign exchange, new visa cards, mobile, and internet banking
  • Daily monitoring of fixed deposit maturities, and rollovers
  • Proactively monitoring, and reviewing, activity across client accounts
  • Communicating with clients on a regular basis
  • Identifying opportunities for developing new clients for the team 
  • Liaising with, and presenting to colleagues regarding shared clients 

Ideally you will be a graduate with some financial services industry experience, although candidates with a strong academic background will be considered. Excellent numeracy with a high attention to detail is required, along with strong organisational and communication skills. If this sounds interesting, get in touch to register your interest!

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