Customer Service Executive, Private Banking

Job Reference: 33255
Job Type: Permanent Vacancy
Job Location: Guernsey

Our client is seeking a Customer Service Executive to support their Private Banking team and assist in the servicing of clients. This is a full-time, permanent position offering an excellent opportunity for someone with a keen interest in banking to develop their career. Job Duties: Assisting with day-to-day client service activities Receiving and processing client instructions, including payments, security trades, foreign exchanges, fixed deposits and corporate actions Communicating with clients to resolve queries, carrying out call backs, and arranging online banking activations Identifying opportunities to cross-sell and up-sell the bank’s products and services, working with Relationship Managers to convert leads Contributing towards financial targets and client revenue goals Assisting with projects and large-scale system tasks as required Supporting the timely completion of client risk reviews Ensuring adherence to all relevant rules, regulations, and bank policies Job Requirements: Strong written and verbal communication skills Ability to work collaboratively within a team Proficient IT skills Keen interest in banking and a desire to learn about products and services Previous banking experience (desirable but not essential) Proactive approach to suggesting new ideas and process improvements Ability to think creatively and show enthusiasm for change What You’ll Love:Our client offers a dynamic and collaborative working environment where innovation and proactive thinking are valued. With strong support for professional development and a focus on client service excellence, this is an exciting opportunity to grow within a respected financial institution. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here

View More Information

Similar Jobs

©2025 Guernsey Press