Private Banking Client Executive

North Lanarkshire
13 Sep 2017
11 Oct 2017
Contract Type
Full Time
Private Client Banking Executive

As a Private Client Banking Executive based in our busy Glasgow Office,
we'll depend on you to deliver an expert banking service to your high net worth clients using various communication styles, including telephone, email and letter. Maximising client satisfaction, you'll own all of your client queries, acting as the main point of contact for all of their short term banking requirements. Your role is all about doing the right thing for our customers, gaining their trust and confidence, as well as establishing a clear and precise picture of their needs and ambitions.

About us:

Barclays Private Clients provides specialised wealth planning and investment-led services, designed to help clients understand and manage their financial goals. In this role, you'll receive and action multi channel, multi currency requests and be proactive in achieving set personal and business objectives. To service our clients efficiently, we work on a shift basis which predominantly supports core hours, but does include occasional early and late starts, and also weekends.

As a Private Client Banking Executive, your main responsibilities will involve:
• Providing transactional banking expertise to your client portfolio, being their go to person on private banking matters
• Owning all client queries through to completion, via a number of communication methods
• Maintaining accuracy and quality levels at all times in order to facilitate client satisfaction and avoid sundry losses.
• Ensuring that quarterly external surveys are conducted and that clients are invited to feedback on their service experience.
• Responsibility for the reporting of all risk events and complaints
• Proactivity in identifying opportunities to improve current procedures and ways of working to the benefit of our clients.

As a Private Client Banking Executive, your skills and qualifications will include:
• Experience of providing an excellent service to your customers/clients
• The ability to handle data in large quantities, in a variety of formats, used to satisfy client requirements.
• An understanding of the importance of meeting and exceeding client expectations
• Strong communication skills, you will have excellent written and verbal communications skills to deliver against our commitment to providing a world class service and drive our dedication to the client experience.
• Being a strong negotiator with influencing skills to ensure the best service possible is provided to our clients.
• A strong level of computer literacy and proficient keyboard skills

The Benefits:
Our customers deserve the best. The same goes for our people. That's why at Barclays you'll receive a range of benefits including a competitive salary, flexible hours and all the tools, technology and support to help you become the very best you can be.

Our Culture:

Everything we do is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship. The values inform the foundations of our relationships with customers and clients, but they also shape how we measure and reward the performance of our employees. Simply put, success is not just about what you achieve, but about how you achieve it.

Dynamic working gives everyone at Barclays the opportunity to integrate professional and personal lives, if you have a need for flexibility then please discuss this with the hiring manager.

At Barclays, we recruit based on merit and are committed to promoting diversity throughout our organisation.

We will consider applications from job share applicants

Ready to apply?
There are up to five stages to our application process:
1. Application: On your application we'll ask for information like your contact details, education and work experience. You'll also be required to upload a CV, so it's a good idea to have it ready.
2. Online Assessment: We'll then ask you to complete an online assessment exercise which we will send to you via email. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles, but they'll also provide you with some insight into what our roles entail.
3. Application Review: We will review your application along with your responses to the online assessment exercise. Depending on the type of role you are applying for, we may contact you to arrange a brief telephone interview to discuss your experience in more detail.
4. Interview: If your application is progressed, we'll invite you to attend a face-to-face interview. We want you to be free to choose an interview time that suits you, so we'll provide some options and ask you to select your preferred timeslot.
5. Outcome: We will keep you updated throughout the process. If you attend an interview, we'll be in touch within five working days of all interviews being completed to advise you of the outcome.

Visit our website for tips and advice on each stage or click below to apply now.

We encourage applicants to apply as early as possible in the recruitment period. Barclays recruitment periods can and may vary. We reserve the right to remove this advert during the recruitment process.