Job Summary
We are recruiting on behalf of our client for a dynamic and driven Business Banking Officer to manage and grow a portfolio of small business clients. This role is ideal for someone with a strong understanding of financial services, compliance, and small business operations. You will play a key role in supporting entrepreneurs and small business owners by offering tailored financial advice and solutions.Company Information
Our client is a well-established organisation within the financial services industry , known for its commitment to customer success and ethical banking practices. The company fosters a collaborative and inclusive culture, where innovation and professional development are encouraged. You will be joining a supportive team of professionals dedicated to helping small businesses thrive.Responsibilities and Duties
As a Business Banking Officer, your key responsibilities will include:- Managing a portfolio of small business clients with a focus on retention and growth.
- Handling account openings, loan closings, referrals, and customer follow-ups.
- Conducting relationship reviews and financial assessments.
- Providing strategic financial advice to help clients succeed.
- Identifying new business opportunities through multiple channels.
- Authorising, renewing, or declining customer requests within policy limits.
- Ensuring compliance with internal policies and regulatory requirements.
- Escalating and resolving any material changes or compliance issues.
Qualifications and Skills
To be successful in this role, you should have:- An undergraduate degree in Business, Economics, or a related field.
- At least 3 years’ experience in KYC, compliance, and financial statement analysis.
- A solid understanding of small business structures and life cycles.
- Knowledge of small business banking products and services.
- Familiarity with legal and security documentation for financial products.
- Strong risk management awareness and decision-making skills.
- Advanced interviewing and business development techniques.
- A detail-oriented approach with flexibility and a customer-first mindset.
Benefits and Perks
Our client offers a competitive package that includes:- A comprehensive salary with performance-based incentives.
- Health and wellness benefits.
- Opportunities for professional development and career progression.
- Supportive team environment with a focus on work-life balance.
- Access to financial tools and resources to support your success.
- Inclusive company culture that values diversity and collaboration.
- Modern office facilities and remote working options (where applicable).
- Recognition programmes and employee engagement initiatives.
