Assistant Banking Manager - North Wales
Core
Account administration for new and existing customers, including lending facility documentation, AML/KYC procedures, and significant direct customer contact.
Role type
Assistant Banking Manager
Builds
Lending facilities and customer accounts
Domain
Banking / Wealth Management
Required skills
Lending documentation preparation, AML/KYC procedures, Account administration, Credit approval liaison, Customer service, Microsoft Word/Excel
Preferred skills
Lending security documentation, Credit approval processes, Legal/Valuer liaison
Responsibilities
Preparation of facility letters and account documentation, Completion of documentary requirements for lending facilities, Ongoing and annual account reviews, Liaison with internal departments and external counterparties, Support of marketing initiatives
Seniority
Mid-level, hands-on IC