Associate Relationship Manager

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Oversee a portfolio of SME clients, providing exceptional customer service and fostering trustworthy relationships.

• Cultivate a thorough understanding of clients' businesses and their aspirations.

• Achieve commercial objectives, including lending and acquiring new customers and deposits.

• Assess and fulfill client requirements using Allica's products and services.

• Establish an external network with SME advisors and the broader business community.

• Create new business prospects and direct clients to external support and advice.

• Manage portfolio risks and complete necessary risk-related tasks punctually and to a high standard.

• Utilize customer data and internal Allica systems to detect signs of client distress and implement proactive measures.

• Collaborate closely with a Senior Relationship Manager and assist the broader relationship team as part of professional growth.

• Engage in new business initiatives, events, lead follow-ups, prospect interactions, and appropriate cold calling.

• Aid in event planning and subsequent follow-up activities.

• Keep precise CRM records and oversee customer, prospect, and portfolio activities.

• Build cooperative relationships with internal stakeholders to resolve issues and effectively meet customer needs.

⛳️ Requirements

• Some experience in B2B sales, account management, and/or SME banking.

• A genuine interest in pursuing a career in SME relationship banking.

• Previous experience in commercial lending and an understanding of financial accounts would be advantageous.

• A strong desire to enhance lending, sales, risk management, and portfolio management skills through formal training and on-the-job coaching.

• Confidence in engaging with customers, prospects, and SME business advisors in person, through video calls, and by phone.

• Excellent organizational skills and attention to detail.

• Ability to manage customer information and requests, portfolio tasks, and follow-up actions accurately and efficiently.

• Practical knowledge of customer service, sales activities, and account management disciplines, ideally acquired in a B2B, financial services, or relationship-driven setting.

• Proficiency in using systems, CRM tools, and data to manage activities, monitor progress, and support positive customer and risk outcomes.

• Experience with AI tools in a business context would also be beneficial.

• Energetic, resilient, and hands-on approach.

• Strong communication capabilities.

• A robust alignment with Allica’s values, demonstrating sound judgment and integrity.

• Applicants must currently reside in the UK; UK work sponsorship may be necessary based on individual circumstances.

🏝️ Benefits

• Comprehensive onboarding support and ongoing development opportunities.

• Flexible working options available.

• Regular social events.

• Pension contributions.

• Discretionary bonus program.

• Private health insurance.

• Life assurance coverage.

• Family-friendly policies, including enhanced maternity and paternity leave.