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Associate Relationship Manager

🔥 4 minutes ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

Where this job comes from

Posted on Allica Bank's careers page, not through a job board

First seen by Remote Rocketship 4 minutes ago

Logo of Allica Bank

Allica Bank

501 - 1000 employees

Founded 2019

🏦 Banking

🤝 B2B

💳 Fintech

Banking • B2B • Fintech

Allica Bank is a UK business bank focused on serving established small and medium-sized enterprises (SMEs) and professional services firms. It offers business current accounts, linked savings pots, and a range of lending products including commercial mortgages, asset finance, growth finance, bridging finance, overdrafts and invoice finance. Allica emphasizes relationship-led service with dedicated UK-based relationship managers, digital money-management tools and accounting integrations, and notes FSCS protection for eligible deposits; its deposit products are regulated by the PRA and FCA.

📋 Description

• Manage a portfolio of SME customers, deliver outstanding customer service, build trusting relationships and understand clients’ businesses and ambitions • Deliver commercial targets including lending and new customer/deposit acquisition • Identify and meet client needs through Allica products and services • Build an external network with SME advisers and the wider business community to generate new business and signpost clients to support • Manage portfolio risk, complete required risk activities, identify signs of client stress and take proactive action • Work closely with a Senior Relationship Manager and support the wider team as part of a personal development plan • Participate in new business campaigns, attend events, follow up leads, support prospect engagement and undertake appropriate cold calling • Support event organisation and follow-up with SME customers, prospects, accountants, solicitors and professional advisers • Maintain accurate CRM records and control customer, prospect and portfolio activity • Build collaborative relationships with internal stakeholders to meet customer needs and resolve issues quickly

🎯 Requirements

• Some B2B sales, account management and/or SME banking experience • 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 • 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 in person, via video call and by phone • Good organisation and attention to detail • 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 be of benefit • Energetic, resilient, hands-on approach with confidence to get into the detail, solve problems and take ownership of outcomes • Strong communication skills • Strong alignment to Allica’s values, with judgement, integrity and energy to lead by example • Applicants must reside in the UK; most cases require already residing in the UK for sponsorship purposes

🏖️ Benefits

• 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

Apply Now

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