• Establish clear client retention goals• Process milestones for the clients and employees to work toward• Assist customers with setting up and navigating programs or software • Promote the value of the product• Upsell services and products with the brand image• Promote value through customer experience• Assist in creating training courses and educational materials • Review customer complaints and concerns and seek to improve the customer experience

• Working alongside the rest of the branch team to achieve joint goals in the branch business plan, involving Private and Corporate Banking • Preparation of facility letters and other account documentation. Completion of all documentary requirements for lending facilities following credit approval through to drawdown, including instructing and being the ongoing liaison point with lawyers and valuers, ensuring all conditions precedent and conditions of sanction are satisfied prior to drawdown (acting as a line of defence)• Ongoing and annual account reviews to ensure compliance with the Bank's documentation and other requirements

• Account administration of new and existing customers including significant direct customer contact and providing excellent customer service• Involvement and liaison with internal departments, especially CDD, AML remediation and Legal to ensure the branch Anti-Money Laundering and Know Your Customer records meet the highest regulatory standards• Liaison with internal departments and external counterparties to ensure the highest levels of customer service and good administrative order are delivered• Support of marketing initiatives, assisting the branch in building positive and long lasting relationships with local professionals, whilst undertaking daily responsibilities• General office management and providing support to the Branch Manager regarding health and safety issues, compliance, general administration, self-assessment etc.