The role supports Private Bank and Wealth Management initiatives by processing, reviewing, reporting, and resolving issues related to accounts and products
Job Summary
The role supports Private Bank and Wealth Management initiatives by processing, reviewing, reporting, and resolving issues related to accounts and products.
Responsibilities include reviewing credit submissions, producing credit documentation, and performing 'Fit to Lend' checks before fulfilling credit agreements.
The position requires adherence to Barclays values of Respect, Integrity, Service, Excellence, and Stewardship while managing risk and strengthening controls.
Matching Summary
The role supports Private Bank and Wealth Management initiatives by processing, reviewing, reporting, and resolving issues related to accounts and products.
Skills & Requirements
Must-have
Fluency in English communication skills
Strong financial background in Credit
Proficient in Microsoft Word and Excel
Nice-to-have
Experience coaching junior team members
Continuous improvement and change skills
Legal skills for documentation work
Key Requirements
Minimum five GCSEs including English and Mathematics
In-depth technical knowledge in assigned area of expertise
Ability to lead or supervise a team if leadership responsibilities exist