Banking Executive Job Description
Banking executive
provides reporting to Private Banking and Segment Risk leadership to identify issues and develop, recommend and communicate operational policies and procedures and other risk related items.
Banking Executive Duties & Responsibilities
To write an effective banking executive job description, begin by listing detailed duties, responsibilities and expectations. We have included banking executive job description templates that you can modify and use.
Sample responsibilities for this position include:
Partners with the MSE to manage the Business Banking Officers to effectively meet all of their production and growth goals
Works with the MSE to develop a strategic and profit plan for Business Banking within the region
Coordinate Business Banking activities with Trade Area Mangers in each designated geographic region to set Small Business product sales and service objectives
Identifies needs and arranges group and individual training to Retail Banking Staff in support of mass market Small Business sales and service effort
Provide assistance to the various departments supported by Commercial and Private Banking by running transactions and creating reports utilizing the depository and lending systems
Maintain schedule/calendar of key activities for Managing Director and Head of Corporate Banking and Global Credit and ensure key business critical dates are met
Composes and may initiate routine correspondence and memoranda
Schedules and maintains calendar of appointments, meetings and travel itineraries, and coordinate related arrangements
Group Reporting Submissions
Financial Statements for non group entities
Banking Executive Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Banking Executive
List any licenses or certifications required by the position: ACAMS, CRCM
Education for Banking Executive
Typically a job would require a certain level of education.
Employers hiring for the banking executive job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Finance, MBA, Management, Education, Economics, Accounting, Communication, Technical, Undergraduate College
Skills for Banking Executive
Desired skills for banking executive include:
Economic position
Markets
General office procedures
BW research view and product set and is able to provide a view of these to the Private Banker
Banking and operational procedures and an understanding of markets and regulatory awareness
Banking and operational procedures
Excel
Banking
Operational procedures
Relevant changes in the marketplace
Desired experience for banking executive includes:
Balance Sheet and P&L analysis and commentaries
Strong organization skills including demonstrated ability to organize, plan and schedule activities
Event/Meeting Planning
Demonstrated initiative, positive and helpful attitude when dealing with others
Highly proficient in MS Office Suite and Outlook and sharepoint
Exposure to Sales Platform would be an asset
Banking Executive Examples
1
Banking Executive Job Description
Job Description Example
Our company is looking for a banking executive. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for banking executive
- Schedules travel arrangements including reservations (airline, car rental, local ground transportation, hotel, lunch, dinner, ) and prepare subsequent expense reporting
- Professionally and discreetly handles incoming telephone calls and visitors and communicates messages accurately resolving inquiries whenever possible
- Maintains an organized and accurate filing system and develops tickler files to serve as a reminder of matters requiring attention on a future date
- Prepares weekly/monthly/quarterly reports and presentations, prepares Board Meeting materials, retains and maintains documents that may be requested by Executives or by others
- Identify, structure and execute strategic advisory/ M&A transactions for clients in the United State
- Manage transaction process from initial engagement through financial close, including deal structure, financial modeling, internal approval/compliance processes and documentation
- Assist in managing and growing advisory business, leveraging NFP and FP teams
- Leverage contacts and deal experience to identify opportunities for the Firm
- Partner with bankers in the NFP and corporate groups to support calling efforts
- Establish formal contracts or service level agreements (SLAs) with internal IT areas and external service providers
Qualifications for banking executive
- Take ownership and accountability of client problems at first point of contact, applying the Make it Right Principles
- Four to five years of sales experience
- 2+ years of previous secretarial/administrative experience supporting a senior level manager or other sufficient job-related experience in the financial industry is required
- A minimum of a high school diploma or the equivalent is required
- Established Leader with strong interpersonal skills, polish, and executive presence
- Associate's Degree or equivalent combination of training and experience required
2
Banking Executive Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of banking executive. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for banking executive
- Preparing written communications ensuring that outgoing correspondence are professional, accurate, and grammatically correct
- Scheduling domestic and/or international travel including the use of the company plane
- Coordinating events and meetings for the department including invitees from a variety of time zones
- Reviewing and finalizing Board meeting materials, and ensuring that participants have such materials
- Assistance of budget preparation and variance reporting
- Calendar management and associated tasks, Booking conference rooms, audio visual equipment, copies, preparing docs & scheduling meetings
- Providing general support including photocopying, booking meeting rooms, stationery re-ordering, filing
- Ability to work under pressure and to priorities and deliver on
- Prepare and process monthly AMEX statements for the VAN Leadership & wider VAN team
- Book all domestic and international travel
Qualifications for banking executive
- Follow up with and remind Executives regarding tasks due, company policy and procedures
- Must be adaptable and work effectively in a fast paced environment
- Minimum 3 years’ experience in an executive assistant capacity supporting senior executives
- Ability to handle highly sensitivity information with complete confidentiality
- Ability to maintain consistent and high levels of performance
- Ability to partner effectively with key stakeholders and anticipate needs without being asked
3
Banking Executive Job Description
Job Description Example
Our company is growing rapidly and is looking for a banking executive. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for banking executive
- Manage all room bookings for NSW/VIC/WA based staff via the global booking system
- Manage all guest relation requests for the VAN team
- Manage new starters and on boarding process
- Process all VAN invoices and statement of work requirements through P2P
- Order and manage all procurement needs for VAN
- Assist in adhoc VAN & Wealth events
- Create, edit and format PowerPoint presentations, correspondence and reports for internal and external clients
- Book frequent travel and travel itinerates for team members track vacation days for the team
- Production duties such as printing, binding and photocopying
- Organization of meetings, conference calls, luncheons and closing dinners which include meeting room management- booking rooms/catering/set up and clean up
Qualifications for banking executive
- Ability to structure and proof complex documents, charts, graphs, and spreadsheets
- Ability to deal with highly confidential materials/ documents
- Assist Private Bankers in the administration and management of client relationships including attending meetings (to observe/take notes), preparing of file notes, drafting of letters and other documentation and annual client reviews, (all overseen and signed-off by the Private Banker)
- Provide general support to Private Bankers on ad-hoc issues as required, research background details on clients and potential clients
- 5 years of previous secretarial/administrative experience supporting a senior level executive, with previous experience as an Executive Secretary reporting to a Top Executive
- Highly proficient in MS Office Suite and Outlook
4
Banking Executive Job Description
Job Description Example
Our growing company is hiring for a banking executive. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for banking executive
- Solution shaping of projects and deals on potential Banking Clients in the Digital area
- Support projects delivery on Banking Clients in the Digital area
- Works to further progress and develop our Digital offerings/value propositions with focus on the Banking market
- Weekly reconciliation of multi-currency bank accounts and posting of transactions on the accounting system – Sage Line 1000
- Assist with the month end close – posting journals and reconciling control accounts
- Assisting overseas subsidiaries with payment confirmations, funding requests and general accounting/bookkeeping duties
- Admin work including scanning and photocopying
- Any other duty consistent with the above named role
- As the domain expert for the industry, the rep will act as a resource for other reps developing their territory strategy, undertaking account planning and as required with opportunity briefings
- Monitors industry segment to keep abreast customer’s current and developing trends and requirements
Qualifications for banking executive
- Bachelor’s degree and minimum 5 years experience leading or managing a team responsible for direct sales in a retail financial services environment
- 4 years full-lifecycle recruiting experience including prior experience managing complex searches involving senior level candidates and/or complex compensation (equity buyout, deferred compensation, ..)
- Three (3) years experience of the dynamics of the market place and related industries
- Five (5) years experience in appropriate professional area or as an administrative assistant to senior management
- Client entertainment ? organize ad hoc lunches, dinners
- Experience in a administrative role and interest in Finance (preference would be 5+ years PA/EA experience)
5
Banking Executive Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of banking executive. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for banking executive
- Assist the Operations Manager in delivery of performance evaluations/dashboards the State businesses as requested
- Support the coordination of events and business strategy days / off-sites , including booking venues, distributing invitations, collating replies, liaising with catering staff
- Preparing presentations and event material
- Support business heads, timely input of call reports, client events and reports when local support us unavailable
- Drafting internal communications (where appropriate)
- Ensure objectives and performance appraisals are completed for all team members within timeframes
- Be an “Expert User” of internal systems including WEAPS, e-buy, p-card, Peoplexpress and trouble shoot problems that the team may face
- Drive credit loan processing and service initiatives through influence and partnership with internal teams (e.g., Relationship Managers, Loan Operations, Underwriting, Finance)
- Lead large, diverse teams in multiple locations driving high employee satisfaction and retention
- Promote a culture of continuous improvement with discipline around end-to-end workflow/process skills and quality metrics
Qualifications for banking executive
- Ideally with QFA Qualification or Equivalent
- Operate the Global Security Officer role for Treasury systems globally
- Finance-related degree or professional qualification
- Extensive experience working in an international corporate treasury in the oil and gas and/or similar industries
- Extensive experience leading transactional bank tenders from design through to implementation
- Experience of team leadership, coaching and development of others