3 Π΄Π½Ρ Π½Π°Π·Π°Π΄
Associate Relationship Manager (Fintech)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Π’Π΅ΠΊΡΡ:
TL;DR
Associate Relationship Manager (Fintech): Managing a portfolio of established SME customers and developing lending, deposits, customer relationships, and new business opportunities with an accent on commercial banking, customer service, and portfolio risk. Focus on analysing customer data and financial accounts, identifying client stress, building adviser networks, and supporting SME relationship growth.
Location: Remote, Manchester, United Kingdom
Company
is a UK fintech focused on providing relationship banking, lending, savings, asset finance, and working capital services to established SMEs.
What you will do
- Manage a portfolio of SME customers, provide high-quality service, and build trusted relationships.
- Deliver lending, deposit acquisition, and new-customer targets while identifying customer needs.
- Build relationships with SME advisers and local business communities to generate new opportunities.
- Manage portfolio risk, complete risk activities, and identify early signs of customer stress.
- Support new business campaigns, events, prospect engagement, lead follow-up, and appropriate cold calling.
- Maintain accurate CRM records and collaborate with relationship managers and internal stakeholders.
Requirements
- Some experience in B2B sales, account management, or SME banking, with an interest in SME relationship banking.
- Practical understanding of customer service, sales, and account management, ideally in B2B, financial services, or a relationship-led environment.
- Confidence engaging with customers, prospects, and SME advisers in person, by video, and by phone.
- Strong organisation, attention to detail, communication skills, and ability to manage portfolio activity accurately.
- Confidence using systems, CRM tools, and data to manage activity and support customer and risk outcomes.
- Curiosity, resilience, initiative, integrity, and motivation to develop lending, sales, risk management, and portfolio management skills.
Nice to have
- Experience with commercial lending and analysing financial accounts.
- Experience using AI tools in a business environment.
Culture & Benefits
- Full onboarding support and ongoing development opportunities.
- Flexible working options.
- Pension contributions and a discretionary bonus scheme.
- Private health cover and life assurance.
- Family-friendly policies, including enhanced maternity and paternity leave.
- Regular social activities and a collaborative working environment.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β
ΠΠΎΡ ΠΎΠΆΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
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