Associate Relationship Manager (Finance)

TL;DR

Associate Relationship Manager (Banking): Providing support for a growth portfolio within the Mid Corporate segment with an accent on client engagement and new business origination. Focus on delivering tailored banking solutions, managing risk, and deepening multi-product client relationships.

Location: Hybrid (Birmingham, UK). Must spend at least two days per week (40%) at the office site.

Salary: £40,824 - £45,360

Company

A pioneering UK financial institution shaping finance as a force for good and supporting the prosperity of British businesses.

What you will do

• Support the management of client relationships with turnovers between £25m and £100m.
• Assist in providing term loans, RCFs, and other corporate banking solutions.
• Lead switcher strategies and ensure efficient fund transfers for clients.
• Coordinate client meetings, prepare agendas, and manage follow-up actions.
• Support credit proposals through financial analysis and risk monitoring.
• Collaborate with internal teams and product partners to deliver tailored financial solutions.

Requirements

• 1-2 years of experience in a customer-facing role within financial services.
• Strong organizational and time management skills.
• Confidence in building and maintaining professional relationships.
• Clear written and verbal communication skills.
• Proactive mindset and a solid awareness of risk management.

Nice to have

• Experience in Business & Commercial Banking.
• Proficiency in systems such as CRW, PEGA, and Co-Pilot.

Culture & Benefits

• Generous pension contribution of up to 15%.
• Annual performance-related bonus and share schemes including free shares.
• 28 days of holiday plus additional bank holidays.
• Comprehensive wellbeing initiatives and generous parental leave policies.
• Inclusive environment with strong commitments to diversity and disability support.