Assistant Banking Manager - Liverpool
Core
Prepare facility letters and account documentation, manage lending facilities from credit approval to drawdown, conduct annual account reviews, and provide direct customer service for personal and corporate banking.
Role type
Assistant Banking Manager (Retail/Corporate Banking)
Builds
Bespoke banking and wealth management services for local customers
Domain
Banking / Financial Services
Required skills
Lending documentation preparation, AML/KYC procedures, Account administration, Customer relationship management, Liaison with external counterparties (lawyers, valuers), Microsoft Word and Excel
Preferred skills
Experience with lending documentation/security, Experience with AML/KYC procedures
Responsibilities
Preparation of facility letters and account documentation, Completion of documentary requirements for lending facilities, Ongoing and annual account reviews, Account administration of new and existing customers, Liaison with internal departments and external counterparties, Support of marketing initiatives