Banking relationship manager Work, Jobs in Aldridge, Wmd (with Salaries)

Associate Relationship Manager - Midlands
Allica Bank —Birmingham
- Full-time
- Hybrid work
- CRM software
- Customer service
- AI
3d
Credit Officer - SME
Lloyds Banking Group —Birmingham
- £67,023 - £74,470 a year
- Full-time
- Hybrid work
- Communication skills
Regional Lead - Direct Relationship Management - Midlands
Allica Bank —Birmingham
- Full-time
- Hybrid work
- Customer service
- Business development
- Team management
Marcus by Goldman Sachs, Customer Operations Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Continuous improvement
- Team management
- Mentoring
- Employee assistance programme
Financial Crime Transformation Lead- 12 Month Contract/ Secondment)
Barclays —Birmingham
- Continuous improvement
- Mentoring
- Communication skills
Relationship Director - Business Banking & Liquidity
Cynergy Bank —Birmingham
- £70,000 - £90,000 a year
- Hybrid work
- Business development
- Banking
- Annual leave
- Employee discount
9d
Portfolio Manager - Equity & Partnerships
National Housing Bank —Birmingham
- £51,076 - £59,570 a year
- Full-time
- Hybrid work
- Presentation skills
- Communication skills
- Annual leave
- Employee assistance programme
8d
Corporate Planning & Management, Global Procurement - EMEA Travel Manager, Vice President, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Communication skills
- Employee assistance programme
Compliance-Birmingham-Associate-Regional Compliance
Goldman Sachs —Birmingham
- Full-time
- Analysis skills
- Communication skills
- Analytics
- Employee assistance programme
Sales Ledger Controller (Fixed Term)
EH Smith Builders Merchants Ltd —Solihull
- Full-time
- QuickBooks
- Organisational skills
- Financial services
- Health & wellbeing programme
- Annual leave
Quick apply
7d
Credit Officer - Mid Markets
Lloyds Banking Group —Birmingham
- £67,023 - £74,470 a year
- Full-time
- Hybrid work
- Communication skills
Finance Manager
ClickThrough Marketing —Lichfield
- £35,000 - £42,000 a year
- Hybrid work
- Contracts
- AI
- Flexible schedule
Quick apply
Manager - Portfolio
National Housing Bank —Birmingham
- £51,076 - £59,570 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Communication skills
- Annual leave
- Employee assistance programme
8d
Senior Portfolio Manager - Fixed Income
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Management
- Analysis skills
- Annual leave
- Employee assistance programme
Quick apply
Account Manager
Workwear Uniform Group —Oldbury
- Full-time
- Analysis skills
- Project management
- In-person
- Free parking
Quick apply
Customer Insights Manager
BNP Paribas —Solihull
- Full-time
- Hybrid work
- Presentation skills
- Team management
- Financial services
- Employee discount
12d
Portfolio Manager
Close Brothers —Birmingham
- Full-time
- Hybrid work
- Communication skills
- Banking
- Time management
Senior Finance Manager
BNP Paribas —Solihull
- Full-time
- Hybrid work
- Leadership
- Employee discount
8d
Purchase Ledger Manager
Doocey Group —Tipton
- Full-time
- Microsoft Word
- Communication skills
20h
Retail Deputy Store Manager
poltronesofà —Tamworth
- £29,000 - £40,000 a year
- Full-time
- Customer service
- Training & development
- Retail management
- Employee assistance programme
- Employee discount
Quick apply

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Associate Relationship Manager - Midlands

Allica Bank -
Birmingham

Apply Now

Job details

Full-time
3 days ago

Benefits

Company pension
Enhanced maternity leave
Enhanced paternity leave

Qualifications

CRM software
Outbound sales
Lead generation for financial services industry
Banking & lending experience
Stakeholder collaboration
Client engagement
Customer service
Stakeholder liaison
Risk management
Relationship management
Customer interaction
Networking
AI
Communication skills
Banking
Business lead generation

Full job description

About Allica Bank

Allica is the UK’s fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech.

Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.

Department Description

Our vision is to reimagine Relationship Banking for established SMEs, through the very best people, products and digital tools. Allica’s Relationship Management team was formed in 2022 and continues to grow at pace, providing established SME customers with expert human relationships alongside modern banking technology.

The team supports customers with lending, current accounts, savings, asset finance and working capital facilities, while building deep local relationships with SME customers, trusted professional advisers and business communities.

The Associate Relationship Manager role is a newly created position that is a key step in our ambition to build the best Relationship team to support our SME clients. The successful candidate will manage a portfolio of clients and be expected to deliver across a range of commercial, customer service and risk objectives whilst also providing support to the wider relationship team as part of their development.

This is a great opportunity for someone looking to develop their skills and progress a career as an SME Relationship Manager.

Principal Accountabilities

Manage a portfolio of SME customers delivering outstanding customer service, building genuine and trusting relationships and develop a deep understanding of your clients’ businesses and their ambitions.
Deliver against a range of commercial targets including lending and new customer / deposit acquisition, as well as identifying and meeting a range of client needs through the provision of Allica products and services.
Build a trusted external network with SME advisers and the wider business community. Leverage this network to generate new business opportunities for the bank, in addition to signposting your clients to external support and advice as appropriate.
Ensure that Risk is managed effectively on your portfolio, with all required risk activities completed on time and to a high standard. Use customer data and internal Allica systems to identify signs of client stress and take proactive action to tackle early.
Work closely with a Senior Relationship Manager, contributing to building a bespoke personal development plan which will include supporting them and the wider team as part of your learning.
Take an active role in new business campaigns, including attending events, following up on leads, supporting prospect engagement and undertaking some cold calling where appropriate.
Support event organisation and follow-up activity, helping the team build strong local relationships with SME customers, prospects, accountants, solicitors and other trusted professional advisers.
Maintain accurate CRM records, strong follow-up discipline and good control over customer, prospect and portfolio activity.
Build strong, collaborative and productive relationships with your team and wider internal stakeholders to ensure customer needs are meet efficiently and any issues resolved quickly.

Personal Attributes & Experience

Some B2B sales, account management and/or SME banking experience, with a clear interest in building a career in SME relationship banking and a passion for supporting SMEs to be more successful.
Some experience of commercial lending and understanding / analysing financial accounts would be of benefit.
Curious, proactive and keen to learn, with the motivation to develop lending, sales, risk management and portfolio management capability through formal training and on-the-job coaching.
Confident engaging with customers, prospects and SME business advisers (including in person, via video call and by phone) asking great questions, following up consistently and building professional relationships.
Good organisation and attention to detail, with the ability to manage customer information and requests, portfolio tasks and follow-up actions accurately and at pace.
Practical understanding of customer service, sales activity and account management disciplines, ideally gained in a B2B, financial services or relationship-led environment.
Confident using systems, CRM tools and data to manage activity, track progress and support strong customer and risk outcomes.
Experience using AI tools in a business environment would also be of benefit.
An energetic, resilient, hands-on approach, with the confidence to get into the detail, solve problems and take ownership of outcomes.
Strong communication skills, with the ability to build credibility with customers, prospects, advisers, colleagues and stakeholders.
Strong alignment to Allica’s values, with the judgement, integrity and energy to lead by example and help contribute to the next phase of the Direct Relationship Management channel.

Working at Allica Bank

At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.

Our employees are at the heart of everything we do, so our benefits are designed with you in mind:

Full onboarding support and continued development opportunities
Options for flexible working
Regular social activities
Pension contributions
Discretionary bonus scheme
Private health cover
Life assurance
Family friendly policies including enhanced Maternity & Paternity leave

Don’t tick every box?

Don’t worry if you don’t have all the skills or requirements listed on the job description. If you think you’ll be a good fit, we’d still love to hear from you!

Flexible working

We know the ‘9-to-5’ isn’t right for everyone. That’s why Allica Bank is fully committed to flexible and hybrid working. Please let us know what is best for you and, if we can, we will do our best to accommodate.

Diversity

We’re a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles. Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.

Apply Now

Refine Your Search

banking relationship manager jobs in aldridge, wmd

Associate Relationship Manager - Midlands

Credit Officer - SME

Regional Lead - Direct Relationship Management - Midlands

Marcus by Goldman Sachs, Customer Operations Manager, Associate, Birmingham

Financial Crime Transformation Lead- 12 Month Contract/ Secondment)

Relationship Director - Business Banking & Liquidity

Portfolio Manager - Equity & Partnerships

Corporate Planning & Management, Global Procurement - EMEA Travel Manager, Vice President, Birmingham

Compliance-Birmingham-Associate-Regional Compliance

Sales Ledger Controller (Fixed Term)

Credit Officer - Mid Markets

Finance Manager

Manager - Portfolio

Senior Portfolio Manager - Fixed Income

Account Manager

Customer Insights Manager

Portfolio Manager

Senior Finance Manager

Purchase Ledger Manager

Retail Deputy Store Manager

I want to receive the latest job alerts for banking relationship manager in aldridge, wmd

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