Join us as a Client Director Assistant
- You’ll be recognised as a first point of contact for clients, answering complex queries and identifying opportunities to help them with their financial needs and goals
- The role will involve proactive and ongoing client engagement activity to deliver client requests and ensure an outstanding service
- As a Client Director Assistant, the work you do will make sure our clients feel safe and secure while banking with us
- This role does not meet Skilled Worker sponsorship requirements
- You'll work from home some of the time, but you'll also spend at least three days a week working in the office
What you'll do
We’ll look to you to undertake proactive client contact to build relationships and deliver the day-to-day management of client needs. You’ll deal with a variety of client interactions, outline the different ways they can do their banking, anticipate their extended needs, and support them in choosing the right service options for their personal needs.
In addition to this, you’ll:
- Work alongside colleagues to achieve wider business goals
- Orchestrate fulfilment activity sequencing with stakeholders and clients, identifying what needs to be done by when
- Deepen relationships with clients by identifying areas we can build on our current offering
- Investigate and resolve complex queries
- Contact clients through meetings and first point telephony and email communications
The skills you'll need
We’re looking for someone with a good understanding of how to provide a high level of client service and a background of working in a financial services environment.
We’re also looking for:
- The ability to work within a sales and service culture
- Good numeracy skills with the ability to use Microsoft Office
- Excellent communication skills and a customer centric attitude
Hours
35
Job Posting Closing Date:
25/04/2025
Ways of Working:Hybrid
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What We Do
We’re a business that understands when our customers and people succeed, our communities succeed, and our economy thrives. As part of our purpose, we’re looking at how we can drive change for our communities in enterprise, learning and climate.
As one of the leading supporters of UK business, we’re prioritising enterprise as a force of change. We’re focusing on the people and communities who have traditionally faced the highest barriers to entry and figuring out ways to remove these.
Learning is also key to our continued growth as a company in an ever changing and increasingly digital world. By setting a dynamic and leading learning culture, our people prosper, and our customers are given the tools to continue to improve their financial capability and confidence.
One of the biggest challenges we all face in our future is climate change. That’s why we’ve put it right at the core of our purpose. We want to champion climate solutions with financing and entrepreneurial support, fully embed climate into our culture and decision making, and be climate positive by 2025.
We’re committed to using our purpose to break down barriers, drive change and ultimately create a great place to work.
