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We are looking for a customer focused Relationship Associate to support our Relationship Managers across personal and business banking. This role is ideal for someone with front line banking experience who enjoys helping customers, managing documentation and ensuring a smooth onboarding journey.
This is not an AML/KYC Analyst or Financial Crime role. It is a customer service and operations focused banking position.
The Role
You will play a key part in delivering an excellent customer experience by:
? Supporting Relationship Managers with day to day customer needs
? Handling customer enquiries by phone and email
? Managing onboarding for personal and business banking customers
? Collecting and checking documentation
? Following up with customers to ensure all information is complete
? Processing account opening requests and updates
? Maintaining accurate customer records
? Coordinating with internal teams to resolve issues
? Ensuring customers receive a smooth, positive journey from start to finish
What Were Looking For
Youll be a great fit if you have:
? Experience in retail or business banking, such as:
o Personal Banker
o Customer Service Officer (banking)
o Relationship Associate / Relationship Support
o Client Services Associate
o Branch based banking roles
? Strong communication skills
? Confidence speaking with customers
For more information or to apply, please send your CV to Sonia Smith at sonia@bhal.co.uk quoting job reference 16967SS.
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