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 trust-based relationships.

• Gain an in-depth understanding of clients’ businesses and their goals.

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

• Assess and fulfill client needs utilizing Allica's products and services.

• Create an external network with SME advisors and the broader business community to drive new business opportunities.

• Complete portfolio risk assessments punctually and to a high standard.

• Analyze customer data and use internal systems to detect client distress and take proactive measures.

• Collaborate closely with a Senior Relationship Manager and assist the wider team as part of your professional development.

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

• Aid in organizing events and subsequent follow-up activities.

• Ensure accurate maintenance of CRM records and manage customer, prospect, and portfolio activities effectively.

• Establish collaborative relationships with internal stakeholders to efficiently resolve issues and fulfill customer needs.

⛳️ Requirements

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

• A clear desire to build a career in SME relationship banking.

• A passion for helping SMEs achieve greater success.

• Some familiarity with commercial lending and the ability to understand/analyze financial statements would be beneficial.

• A drive to enhance skills in lending, sales, risk management, and portfolio management through formal training and hands-on coaching.

• Confidence in engaging with customers, prospects, and SME business advisors in person, via video calls, and over the phone.

• Strong organizational skills and attention to detail.

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

• A practical grasp of customer service, sales activities, and account management principles, preferably gained in a B2B, financial services, or relationship-oriented setting.

• Proficiency in using systems, CRM tools, and data analysis.

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

• Excellent communication skills.

• Strong alignment with Allica’s values, demonstrating good judgment, integrity, and enthusiasm.

• Applicants must reside in the UK.

• In most instances, applicants must already live in the UK for sponsorship considerations.

🏝️ Benefits

• Comprehensive onboarding support and ongoing development opportunities.

• Flexible working arrangements available.

• Regular social events.

• Pension contributions.

• Discretionary bonus scheme.

• Private health insurance.

• Life assurance.

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