Private Banking Relationship Assistant

Job Title: :

Private Banking Relationship Assistant - Dublin Region

Vacancy ID :

101148

Vacancy Type :

Permanent

Post Date :

27-May-2026

Close Date :

10-Jun-2026

PTSB is one of Ireland's leading retail and SME banks, with an innovative range of products and services powered through an evolving digital landscape, our focus is centred on ensuring we deliver what our customers, colleagues and communities need to be successful.

As a Relationship Assistant, you will support customers throughout every stage of the Mortgage journey from Application Stage right through to Drawdown. You will provide a pro-active and re-active service to ensure our customers receive outstanding service in every interaction.

You will work collaboratively with your team and the wider Private Banking team to build trust with customers by supporting with the efficient delivery of service & business objectives and, the day-to-day Private Banking operations in a compliant manner. 

The role will also require you to build trust and maintain relationships with key partners including the Underwriting Team, Mortgage Operation depts, Branch colleagues, bank assurance, Mobile Mortgage Managers and Senior Based Consultants. 

Responsibilities:

• Support in the day-to-day operations of the Lending Team, with a key focus on progressing Mortgage Applications in a timely and compliant manner.
• Deepen customer relationships through delivering service excellence & further improving the customer experience over the phone/mortgage portal and through all interactions with customers.
• Take ownership and deal with customer queries in an effective, professional and compliant manner within SLA.
• Generate, refer and support sales from leads (where qualified to do so) to fulfilment in accordance with the Omni-Channel ethos and activity management system.
• Assist with outbound call campaigns including service calls, post sales fulfilment, administration, and follow up tasks.

Requirements:

Essential

• A passion for delivering the highest level of customer experience with excellent interpersonal and effective communication skills
• Experience in reviewing Mortgage Applications including Self Employed applications. 
• Enthusiasm, goal orientated with high levels of energy and a passion for going the extra mile to support customers. 
• Good planning and organisational skills, with the ability to deliver to deadlines, prioritise work and achieve quality results within set timescales

Desired

• Experience of keying mortgages to SMART (internal applicants)
• Mortgage Portal experience (Internal applicants)
• Excellent Word, PowerPoint and Excel
• At least 2 years’ experience in the Financial Services industry working directly with customers
• The ability to creatively solve problems and maintain attention to detail

This is a permanent position, based in PTSB Head Office, St. Stephen’s Green, Dublin (Hybrid option available within the Republic of Ireland only)

Is this you?

Please apply online on our website or via the apply link of this role. Your application will be sent through to our Talent Acquisition team and they will be in touch regarding your application.

We reserve the right to draw up a shortlist for interview.

The Bank understands the importance of a consistent and relentless focus on championing diversity and inclusion. We aim to attract, recruit, and retain individuals with diverse backgrounds, skills, competencies and abilities to work collaboratively to enhance the service we provide to all of our customers and the communities we serve.