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At Source, we pride ourselves on offering an intelligent, tailored approach to recruitment.
Everyone who comes to us is looking for something, or someone, special. We work hard, right from the outset, to understand exactly what or who that is. Whether you’re an experienced professional seeking that next step up the ladder, or a people person looking for a great team fit, we’ll invest our time in making sure we get it right.
Our professionally qualified, experienced team offer a wealth of knowledge across all industry sectors, but it’s our friendly, personal approach and uncompromising standards that set us apart.
We’re on your journey with you, every step of the way.
Back to ResultsA great new opening within the Personal and Premium Banking department of a large financial services business.
The role holder will provide assistance dealing with clients daily banking requirements.
Responsibilities will include assisting with day-to-day client service, receiving instructions (payments, security trades, foreign exchanges, fixed deposits and corporate actions) from clients and carrying these out, communicating with clients to resolve queries, carrying out call backs and arranging online banking activations, providing assistance to other team members during busy times and identifying opportunities to cross and up sell the banks products and services, and work with Relationship Managers to convert these leads.
Candidates should have the ability to work collaboratively within a team, a keen interest in banking and learning about products/services and experience in any banking role (desirable but not required).
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