Associate Relationship Manager

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

📋 Description

• Oversee a portfolio of SME clients while fostering authentic, trust-based relationships.

• Cultivate a comprehensive understanding of clients’ business models and aspirations.

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

• Recognize and address client needs through Allica's range of products and services.

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

• Create new business prospects and guide clients towards external support resources.

• Manage portfolio risk, execute risk assessments, and detect early signs of client distress.

• Collaborate closely with a Senior Relationship Manager and actively participate in a personal development plan.

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

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

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

• Foster collaborative relationships with internal stakeholders to efficiently resolve issues.

⛳️ Requirements

• Prior experience in B2B sales, account management, and/or SME banking is preferred.

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

• Some familiarity with commercial lending and the analysis of financial accounts is advantageous.

• A strong motivation to enhance capabilities in lending, sales, risk management, and portfolio management through formal training and on-the-job mentoring.

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

• Excellent organizational skills and meticulous attention to detail.

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

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

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

• An energetic, resilient, and proactive approach is essential.

• Strong communication abilities are a must.

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

• Applicants must reside in the UK; the application form indicates that most candidates must already be living in the UK for sponsorship eligibility.

🏝️ Benefits

• Comprehensive onboarding support and ongoing development opportunities.

• Flexible working options available.

• Regular social events and activities.

• Pension contributions provided.

• Participation in a discretionary bonus scheme.

• Private health coverage.

• Life insurance benefits.

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

• Flexible and hybrid working arrangements.