My client is a leading challenger bank who are now looking for an Assistant Relationship Manager to join their growing team in Manchester City Centre.
You will provide a high level of service to the relationship management team whilst supporting a portfolio of Commercial Finance clients.
The Work - responsibilities include:
- Support Relationship Manager's client portfolio in all aspects of the client journey and experience.
- Manage client files on the Client Relationship Management (CRM) system, including collating necessary documents during the onboarding process and throughout the client's lifecycle.
- Prepare and complete client files to support client reviews for increasing, extending, or exiting of facilities.
- Assist in the delivery of new clients by liaising with multiple stakeholders, whether internal or external.
- Monitor and report on client risk management, escalating concerns as necessary.
- Work collaboratively to improve & maintain operational efficiency.
- Understand and demonstrate the regulatory framework relevant to the role.
- Support the wider Operations Team, as required.
The Person - skills and experience:
- Customer service skills.
- Administration experience.
- Enjoy working in a fast-paced environment.
- Strong communication skills.
- Excellent attention to detail, with the ability to deliver work to a high standard.
- Motivated and solutions driven to help improve working practices and facilitate problem solving.
- Effectively manage and prioritise responsibilities, adhering to agreed service levels.
Desirable:
- Financial experience is desirable, not essential, as full training is provided.
To apply please submit your CV to this job advert.