Cross Unit Relationship Managers ( Permanent & Temp )

  • Executive
  • Interim
  • Guernsey

AD-GSY-9671

Job Description

We have a great opportunity for Cross Unit Relationship Managers to join a leading bank in Guernsey.

 

The Booking Centre provides a wide range of support services to the Relationship Managers (RM) and their assistants in other group offices in a timely and diligent manner, whilst always adhering to all applicable Bank policies and other regulations.
The Cross Unit Relationship Manager (CURM) is responsible for handling a book of accounts assigned to them.

 

Responsibilities:

 

• Updating the KYC Tool in respect of the transactions and always being alert to suspicious and unusual transactions
• Post transaction alert management – review alerts in CLM and analyse information and supporting documents provided by the client or RM, making such further enquiry as may be required
• Process any trigger events or general administration changes
• Handling corporate action notifications
• Completion of periodic client reviews in a timely and diligent manger
• Assisting RMs to clear deficiencies
• Account closing
• Ad-hoc projects
• Participation in mandatory learnings and trainings
• Keeping up-to-date with local regulation and Bank policies

• Managing e-mail and telephone calls
• Assist the Relationship Managers and their assistants in all aspects of the client accounts

 

 

More information about this role is available upon request – contact the team today for further details.

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