Overview
In this role you enable a seamless, relationship-led client journey for mid-corporate banking clients. You partner with Relationship Directors and product teams to tailor solutions, oversee onboarding and activation, and coordinate end-to-end service delivery across operations, KYC, and legal. You’ll build strong client relationships, manage escalations, and support migration to Investec platforms, contributing to a distinctive, client-centric banking proposition. This is an opportunity to shape growth in Investec’s UK mid-corporate offering within a collaborative, agile culture.
Pay / Benefits
- wellbeing benefits
- 4 days in the office with one remote day
- wellbeing and balance support
- inclusive culture
- development opportunities
Responsibilities
- Partner with Relationship Directors and Product teams to present and deliver the client service proposition
- Understand client operational banking needs and contribute to tailored solutions
- Create onboarding, activation and migration plans for client transitions
- Coordinate end-to-end onboarding with Operations, KYC, Product and Legal
- Lead client welcome calls and maintain proactive implementation communication
- Support migration of transaction banking accounts and payment data to Investec platforms
- Manage service-related queries and complex escalations to resolution
- Conduct service reviews and coordinate account closures or transitions as needed
Key requirements
- Experience in a client service, client relationship or service management role
- Strong understanding of corporate banking clients and corporate banking products
- Ability to navigate banking systems and work across operational teams
- Experience coordinating stakeholders across multiple functions to deliver positive client outcomes
- Strong communication skills with credibility and trust with clients and colleagues
- Excellent organisational, prioritisation and problem-solving skills
- Strong analytical thinking and ability to manage complex situations
- Learning agility, curiosity and interest in technology such as AI and CRM tools
- curiosity
- integrity
- collaborative mindset
- AI
- CRM tools
- banking systems
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