Account Manager Support Harrogate Branch

Job Description

Role OverviewThe role is responsible for the Account administration of new and existing customers including significant direct customer contact, involvement with electronic banking, managing the inward account transfer process, dealing with customer payments etc.They will work as part of the Branch team to ensure the highest levels of customer service, as well as working together to achieve the goals on the Business Plan.Key Responsibilities

• Preparation of facility letters and other account documentation
• Completion of all documentary requirements for lending facilities following credit approval through to drawdown, including instructing and being the ongoing liaison with lawyers and valuers ensuring all conditions precedent / conditions of sanction aresatisfied prior to draw down (you are a line of defence).
• Ongoing and annual account reviews to ensure compliance with the Banks documentation and other requirements
• Account administration of new and existing customers including significant direct customer contact and providing excellent customer service
• Involvement and liaison with internal departments, especially CDD, AML remediation and UKJto ensure the Branch AML and KYC records meet the highest Regulatory standards.
• Liaison with internal departments and external counterparties to ensure the highest levels of (i) customer service and (ii) Good Administrative Order are delivered
• Support of marketing initiatives, assisting branch in building positive and long lasting relationships with local professionals, whilst undertaking daily responsibilities
• General office management and providing support to the Branch Manager regarding Health & Safety issues, Compliance, general administration, self-assessment etc.
• A demonstrable understanding of the products offered by Handelsbanken and a good understanding of competitor products, relevant industry and market driven trends.
• Involve Account Manager colleagues when a customer need has been identified.
• Working with the rest of the branch team to achieve joint goals in the branch business plan
• 25 Hours of CPD per annum must be maintained
• Additional key deliverables will be considered/ discussed at PLUS discussion as part of the Wheel process

Role Qualification:

• Ability to build strong professional relationships at all levels and represent Handelsbanken effectively
• Interpersonal skills and the ability to work well with impact, with people at all levels
• Integrity and discretion
• Ability to work well under pressure
• Attention to detail and an organised approach to work
• Effective communication skills
• Exceptional customer service skills
• High level of computer literacy (Microsoft Word and Excel) is essential.
• Assertive, flexible, proactive and conscientious
• Positive attitude
• Strong team player.

Compliance with the 5 Conduct Rules

• Act with integrity;
• Act with due skill, care and diligence;
• Be open and co-operative with the FCA, PRA and other regulators;
• Pay due regard to the interests of customers and treat them fairly;
• Observe proper standards of market conduct.

Core Values

• Is business-oriented and focuses on the customer.
• Takes a long-term approach.
• Has the courage to make decisions.
• Is innovative and proactive.
• Takes responsibility for their own development.
• Has high ethical and moral standards.
• Likes good administrative order.
• Collaborates with others to achieve joint goals.
• Contributes to the development of operations and colleagues.

Role Specific Competencies

• Actively Builds Relationships
• Embraces Change and Technology
• Acts According to Handelsbanken Culture
• Creates Business Value
• Role Specific Regulations
• Risk Management, Governance and Controls