Relationship Manager

Purpose of the job:

The Relationship Manager is responsible for proactively managing client relationships, seeking new opportunities and determining a strategy to effectively manage risk and maximise our client’s lifecycle.

Relationship Managers are also responsible for managing and supporting the development of Portfolio Executives.

The Work - accountabilities & responsibilities:

• Monitor client’s performance in the delivery of excellent customer service and proactively manage client risk.
• Complete facility reviews, underwriting, risk frameworks and client visits as determined by the client’s status.
• Manage client files on the Client Relationship Management (CRM) system, including collating necessary documents during the onboarding process and throughout the client’s lifecycle.
• Develop and maintain your own network of business connections in the local area.
• Raise the profile of and maintain the reputation of the business, whilst demonstrating our values and key behaviours.
• Complete proactive analysis and understanding of the client’s business.
• Deliver excellent standards of customer service.
• Prepare client files to support client reviews for increasing, extending or exiting of facilities.
• Assist in the delivery of new clients by liaising with multiple stakeholders, whether internal or external.
• Monitor and report on client risk management, escalating concerns as necessary.
• Work collaboratively to improve & maintain operational efficiency.
• Day to day management, support and development of a Portfolio Executive and a Portfolio Manager.

The Person – skills & experience:

• Strong customer service and communication skills.
• Strong interpersonal skills.
• The ability to demonstrate an understanding of the regulatory framework relevant to the role.
• Commercially focused to effectively manage risk and identify new opportunities.
• Excellent attention to detail, including the administration and handling of client data.
• Motivated and solutions driven to help improve working practices and facilitate problem solving.
• Effectively manage and prioritise responsibilities.
• Experience working in the financial services sector.
• Enjoy working in a fast-paced environment.

Desirable

• Experience of managing people.

Essential:

• Relationship Manager experience with the ability to deliver exceptional customer service and proactively identify and manage credit risk across a diverse portfolio.
• A strong understanding of accounting principles and their practical application.

Requirements:

You will be required to travel for client visits, attend events and other Reward Finance Group offices – these may include an overnight stay.

Benefits:

In addition to a competitive salary, you’ll also benefit from:

• 28 days annual leave, plus bank holidays.
• An employer pension contribution of 10% of your base salary.
• Access to a range of gym & retail discounts and perks.
• Company paid for Private Medical Insurance, Health Cash Plan and Employee Assistance program.
• Death-in-Service benefit of four times your salary.
• Salary sacrifice scheme to purchase an electric car.
• Bonus – dependent on personal performance.

Job Types: Full-time, Permanent

Pay: Up to £65,000.00 per year

Schedule:

• Monday to Friday

Education:

• GCSE or equivalent (preferred)

Work Location: In person

Reference ID: RMM1