Broker Relationship Manager

🕒 October 1

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 13%

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Allica Bank

WebsiteLinkedInAll Job Openings

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

• Build and relationship-manage a portfolio of commercial finance introducers • Manage the day-to-day health of introducer relationships • Qualify and progress Invoice Finance opportunities from initial enquiry through completion • Act as the trusted point of contact for introducers and their SME clients • Ensure applications are supported in line with Allica's Credit Policy and risk appetite • Map and prioritise introducer portfolios and understand current and potential Invoice Finance volume • Build credibility with high-priority firms • Learn and apply Kriya's Invoice Finance product, criteria, and onboarding process • Work with Credit and Operations to progress applications • Qualify opportunities and align them with the appropriate introducer and product route • Provide best-in-class service for complex enquiries • Collaborate with internal stakeholders, attend events and webinars, and provide knowledge packs, marketing support, and joint initiatives • Maintain CRM discipline, track progress, and support lending applications

🎯 Requirements

• Proven track record in effective B2B sales and account management • Experience managing multiple stakeholders and leading accounts through a change management process • Comprehensive understanding of SMEs and trusted advisors/professional service firms, particularly commercial finance and Invoice Finance brokers • Excellent interpersonal skills, with evidence of sales and account management outperformance in similar roles • Proven track record of delivering excellent customer experience and generating new revenue opportunities while considering risk, reputation, and experience • Experience working within the Invoice Finance industry or commercial finance • Excellent communication and presenting skills for in-person/online meetings, webinars, and events • Portfolio management, CRM management, and reporting skills • Applicants must currently reside in the UK • Must already reside in the UK in most cases due to UK sponsorship legislation

🏖️ 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

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