Banking relationship manager Work, Jobs in Whitchurch, Bst (with Salaries)

Assistant Relationship Manager
Ultimate Finance —Bristol
- Customer service
- Communication skills
- Time management
Corporate Relationship Manager - Bristol
Metro Bank PLC —Bristol
- Hybrid work
- Hospitality
- Customer service
- SharePoint
AML Manager
Thrings —Bristol
- Hybrid work
- Analysis skills
- Travel
- Organisational skills
- Life insurance
Territory Sales Manager
National Retail Controller - Wholesale —Bristol
- Part-time
- Business development
- Communication skills
- Time management
Quick apply
1d
Senior Account & Channel Manager
Ripjar —Bristol
- Full-time
- Hybrid work
- Sales
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Investment Manager (Bristol)
Arbuthnot Latham —Bristol
- Master's degree
- Business development
- Analysis skills
5d
Protection Consultant
Lloyds Banking Group —Bristol
- £33,203 - £34,950 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
6d
Transport Reporting Manager
Lloyds Banking Group —Bristol
- £67,023 - £74,470 a year
- Full-time
- Hybrid work
- Continuous improvement
- Team management
- Communication skills
6d
Protection Intermediary Distribution Senior Manager
Lloyds Banking Group —Bristol
- Full-time
- Hybrid work
- Business development
- Analysis skills
- Team management
8d
Manager/ Associate Director, Financial Advisory
Teneo —Bristol
- Microsoft Powerpoint
- Microsoft Excel
- Business development
Senior Manager, Data & Privacy Risk Specialist
Lloyds Banking Group —Bristol
- £85,493 - £100,580 a year
- Full-time
- Hybrid work
- Communication skills
- Analytics
12h
Account Manager II
SBS —Bristol
- Business development
- Banking
- Annual leave
14d
Reception Manager
Parade Hotel —Bath
- £30,000 a year
- Weekend availability
- Hospitality
- Hotel
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
Mobile Manager
St David's Hospice Care —Newport
- £12.71 an hour
- Full-time
- Customer service
- Merchandising
- Administrative experience
- Annual leave
- Sick pay
Quick apply
2d
Manager, Security Engineer - Financial Services, Enterprise Security
Deloitte —Bristol
- Hybrid work
- Master's degree
- Bachelor's degree
- No degree
Stock and Operational Process Assistant
Bradfords Building Supplies —Avonmouth
- Full-time
- Customer service
- Warehouse experience
- Computer skills
Quick apply
Retail Bureau Manager
Eurochange —Bristol
- £13.80 an hour
- Part-time
- Organisational skills
- Budgeting
- Training & development
- Employee assistance programme
- Employee discount
2d
Treasury Dealer
Paragon Banking Group —Street
- £60,000 a year
- Part-time
- Hybrid work
- Analysis skills
- Communication skills
- Banking
- Annual leave
- Employee assistance programme
9d
Content & SEO Specialist
Pryme Financials Ltd —Newport
- Marketing
- Analysis skills
- Project management
People & Development Specialist
Thrings —Bristol
- Part-time
- Hybrid work
- Travel
- Communication skills
- Banking
- Life insurance

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Assistant Relationship Manager

Ultimate Finance
Bristol

Apply Now

Job details

Qualifications

Customer service
Communication skills
Time management

Full job description

Why choose Ultimate Finance

At Ultimate Finance, we back ambition – properly. We’re a specialist lender built for pace, flexibility and real-world problem solving, helping businesses access funding that fits how they work. You’ll join a team of approachable experts who move quickly, speak clearly and take pride in doing the right thing for customers and partners. We trust people to take ownership, with supportive leaders and experienced teammates on hand. With 20+ years’ experience and over £17bn funded, we’re growing – and we’re looking for people who want to do work that matters.

About the team

Our Assistant Relationship Management team keeps things running smoothly for our Invoice Finance clients and Relationship Managers. They handle day-to-day requests, keep records accurate and make sure customers get quick, dependable support. Working closely with colleagues across relationship management, risk and operations, they find practical solutions, communicate clearly and help clients access the funding they need ��– with the right controls in place. It’s operational excellence, delivered with a customer-first mindset, that helps keep business moving.

About the role

To work as part of our existing Assistant Relationship Team (ARM) to support the Relationship Managers in all aspects of managing a portfolio of clients; including risk control, service level assurance and procedural compliance. We expect you to demonstrate our core values of Decency, Enterprise and Brilliance at all times. Your priorities would be to provide a great service, whilst focusing on ledger performance, utilising Risk Factor and exception reporting to identify and investigate any anomalies.

Key responsibilities

Assist Relationship Managers (RMs) in managing client portfolios, ensuring smooth onboarding and excellent service.
Maintain proactive communication with clients to resolve queries and support facility amendments.
Help RMs achieve client engagement goals, including Open Banking connectivity and risk factor reviews.
Daily review and update of debtor credit limits and concentration limits.
Ensure timely completion of verification processes with proper documentation.
Process payments, overpayments, credit notes, refunds, and reassignments within authority levels.
Maintain accurate CRM records – leaving no tasks overdue by month-end.
Complete Anti Money Laundering and Identity Verification checks within seven days.
Regularly review and maintain risk factor schedules.
Work closely with the Debtor Protection team to monitor internal DP limits and track external DP limits and Premiums Paid.
Support our compliance team.
Keep trackers and logs updated for complaints and financial disbursements.
Ensure all mandatory training is completed on time.
Participate in process improvement initiatives and cross-departmental projects.
Demonstrate the use of AI to assist with day-to-day tasks.

Characteristics & Behaviours

Strong communicator
Ability to problem solve
Self-motivated
Team player
Committed & confident
Adaptable
Values driven
Organised
Customer focussed & people centric
Proactive
Approachable
Good time management

Key skills and knowledge

Experience in a fast-paced professional environment
Customer service experience
Good communication skills
Strong attention to detail and adherence to compliance standards.
Ability to work collaboratively with RMs and other teams.
Proactive approach to problem-solving and client engagement.
Demonstrate company values (Decency, Enterprise, Brilliance)
Understanding of invoice and trade finance (preferable)

Send your CV and cover letter to our Recruitment team via [email protected] today

Please note that if you are successful in receiving an offer of employment from Ultimate Finance, your employment will be conditional upon satisfactory completion of a Disclosure and Barring Service (DBS) check. We use a third party provider to conduct the check on our behalf.

If you send us your CV but your application is unsuccessful, you consent to us keeping a copy of your CV on our records for 6 months. This is so that we can consider you should another role become available which we feel may be suitable for you. Your CV will be permanently deleted after 6 months. If you would rather we did not do this then please do let us know when you submit your CV to us.

Apply Now

Refine Your Search

banking relationship manager jobs in whitchurch, bst

Assistant Relationship Manager

Corporate Relationship Manager - Bristol

AML Manager

Territory Sales Manager

Senior Account & Channel Manager

Investment Manager (Bristol)

Protection Consultant

Transport Reporting Manager

Protection Intermediary Distribution Senior Manager

Manager/ Associate Director, Financial Advisory

Senior Manager, Data & Privacy Risk Specialist

Account Manager II

Reception Manager

Mobile Manager

Manager, Security Engineer - Financial Services, Enterprise Security

Stock and Operational Process Assistant

Retail Bureau Manager

Treasury Dealer

Content & SEO Specialist

People & Development Specialist

I want to receive the latest job alerts for banking relationship manager in whitchurch, bst

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