Relationship Associate
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Location
Birmingham
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Sector:
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Contract type:
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Salary:
£25000.00 - £30000.00 per annum
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Contact:
Jane Spearman
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Contact email:
janespearman@workwithglee.com
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Job ref:
29164_1653326225
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Published:
about 1 year ago
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Expiry date:
2022-06-21
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Consultant:
ConsultantDrop
Are you passionate about relationship management? Do you have experience working within the Financial Services sector? If so, Gleeson Recruitment Group are pleased to be working with a Birmingham city centre client who are seeking a Relationship Associate to join an expanding team within the Midlands Region.
Reporting directly to the Regional Director, you will be involved in assisting with the relationship management of a portfolio of clients, data analysis and the overall portfolio management.
Key outline of the role:
- Providing support to Relationship Managers and your clients with all services in line with Service Level Agreements
- Strengthen client relationships within the region's current portfolios and optimise opportunities and client satisfaction levels
- Management of credit exposures and mitigate risks
- Support the Regional Management in developing new business
- Complete analysis of your client's financial information and prepare documentation to the underwriting teams
- Liaison with the customer service department during account opening to ensure delivery of excellent customer service at all times
- Supporting with any administrative tasks as required
To be successful within the role:
- Previous experience within a similar financial services / banking role
- Knowledge and understanding or banking processes and key regulatory issues
- Effective communicator - passionate about all things customer service!
- Highly numerate
- Excellent planning and organisational skills
- Computer literate
By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
