Personal banking advisor Work, Jobs in Wellesbourne, War (with Salaries)

Relationship Manager - West Midlands
Allica Bank —Birmingham
- Full-time
- Hybrid work
- Communication skills
- Banking
New Business Relationship Manager - Birmingham
Allica Bank —Birmingham
- Full-time
- Hybrid work
- Communication skills
- Banking
Marcus by Goldman Sachs, Operations MI Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Excel
- Customer service
- Data analysis skills
- Employee assistance programme
Banking Associate / Senior Associate
Gateley —Birmingham
- Hybrid work
- Banking
- Negotiation
- Annual leave
- Employee assistance programme
Director Business Development
Nationwide Building Society —Birmingham
- £70,000 - £90,000 a year
- Full-time
- Travel
- Financial services
- Business
9d
Marcus by Goldman Sachs, Operational Risk Analyst, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Presentation skills
- Communication skills
- Banking
- Employee assistance programme
Tramps Data & Systems Manager
Cushman & Wakefield —Birmingham
- Microsoft Excel
- English
- IT
Quick apply
Account Manager
JLL —Birmingham
- Maintenance
- HVAC
- Banking
13d
Marcus by Goldman Sachs, Delivery Team Leader, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Customer service
- Banking
- Employee assistance programme
Account Manager
JIK-Integral UK Limited —Birmingham
- Full-time
- Remote
- Maintenance
- HVAC
- Banking
Quick apply
13d
Marcus by Goldman Sachs, MI Manager, Savings Analytics & Forecasting, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Computer Science
- SQL
- AWS
- Employee assistance programme
Technical Account Manager
JLL —Birmingham
- Maintenance
- HVAC
- Financial services
Asset & Wealth Management - Software Engineer - Vice President - Birmingham
Goldman Sachs —Birmingham
- Full-time
- Management
- Computer Science
- Master's degree
- Employee assistance programme
Technical Account Manager
JIK-Integral UK Limited —Birmingham
- Full-time
- Maintenance
- HVAC
- Financial services
Quick apply
Corporate Tax, Senior Manager
KPMG —Birmingham
- Full-time
- Hybrid work
- Analysis skills
- Accounting
- In-person
- Annual leave
- Employee assistance programme

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New Business Relationship Manager - Birmingham
Allica Bank —Birmingham
You’ll be able to evidence an ability to work expertly with customers, colleagues and advisors to structure new lending proposals and write credit applications.
Business Development Manager (BDM) - Birmingham - Circa 41k Package- 53k OTE Uncapped
Yell Ltd —Birmingham
Consult & Solve: Meet customers (virtually and face-to-face), understand their goals, and design tailored solutions. Full UK driving license (max 6 points).
£35,875 a year
Quick apply

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personal banking advisor jobs near wellesbourne, war

Relationship Manager - West Midlands

Allica Bank -
Birmingham

Apply Now

Job details

Full-time

Benefits

Company pension
Enhanced maternity leave
Enhanced paternity leave

Qualifications

Communication skills
Banking

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. We don’t pretend to have all the answers yet, and you will play a role in continuing to shape our offering.

Our Relationship Manager team was formed in 2022 and continues to grow with the Bank at pace. Providing every customer who opens an account with us with a Relationship Manager, to work alongside them and provide outstanding service, is core to our strategy.

In addition to providing outstanding service, our Relationship Managers build deep levels of understanding and trust with their customers, and get to understand their ambitions, goals and motivations. Allica Relationship Managers support their customers through the provision of appropriate Allica Bank products including Business Current Accounts, Savings Accounts, Commercial Loans, Asset Finance and Working Capital Facilities.

All Relationship Manager roles at Allica Bank carry a requirement for new business acquisition as we continue to build the bank. Where portfolios are held, they are built to allow capacity to do this. Relationship Managers will bring, and continue to build, a strong network of trusted SME advisors such as accountants, solicitors, business organisations and others (but not commercial finance brokers – these are looked after by our dedicated broker team). We expect our Relationship Managers to be recognised as valued partners and experts in business finance by their clients and in the communities they serve.

Principal Accountabilities

Relationship Manage a portfolio of SME customers, understanding customer’s needs and business aspirations, and looking for opportunities to support them via Allica Bank services and through their own external networks
Originating SME lending opportunities for both existing and new customers from initial enquiry through to completion, including writing credit papers in line with Allica’s credit policy and appetite.
Delivering the business plan for your local area, and actively managing your objectives and personal development plan.
Making your colleagues proud that you represent Allica in your local area, by ensuring excellent service for local SME customers, prospects and advisors.
Working closely and collaboratively with all areas of Allica to ensure a seamless and professional service is always provided.
Being a positive contributor to Allica’s culture, and always demonstrating the bank’s values
Complying with all mandatory policies, and adherence to operational procedures to maintain internal controls.

Personal Attributes & Experience

Highly capable Relationship Manager and Business Developer with a long-term track record of building high-value, trust based and long-lasting referral relationships.
You will need to have a strong understanding of SME banking, which must include a background in commercial lending.
You will be able to demonstrate a history of exemplary level of service, and of maximising the value with prospects and customers.
You will be able to demonstrate a passion for SMEs, be a self-starter and bring an entrepreneurial mindset to your work.
You will have excellent interpersonal and communication skills together with evidence of strong career progression and/or outperformance.
You’ll be able to evidence an ability to work expertly with customers, colleagues and advisors to structure new lending proposals and write credit applications.
You’ll have a proven track record in providing excellent customer service, and in generating new income opportunities whilst effectively managing credit risk.
You’ll demonstrate an ability to analyse and review financial accounts and associated information.

#LI-Remote #LI-AD1

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

personal banking advisor jobs in wellesbourne, war

Relationship Manager - West Midlands

New Business Relationship Manager - Birmingham

Marcus by Goldman Sachs, Operations MI Analyst, Birmingham

Banking Associate / Senior Associate

Director Business Development

Marcus by Goldman Sachs, Operational Risk Analyst, Analyst, Birmingham

Tramps Data & Systems Manager

Account Manager

Marcus by Goldman Sachs, Delivery Team Leader, Analyst, Birmingham

Account Manager

Marcus by Goldman Sachs, MI Manager, Savings Analytics & Forecasting, Associate, Birmingham

Technical Account Manager

Asset & Wealth Management - Software Engineer - Vice President - Birmingham

Technical Account Manager

Corporate Tax, Senior Manager

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