Relationship Manager, SME Liabilities

We are seeking Relationship Manager - SME to manage and grow portfolio of Business Finance Liability relationships, while ensuring adherence to Banks policies, ethics and code of conduct.

Main Accountabilities:

• Carry out all tasks ensuring all activities are completed within timescales and with a high degree of accuracy, whilst providing excellent customer service to both external and internal customers and adhering to all appropriate process and procedures.

• Achieve budgeted sales and service targets within acceptable risk standards.

• Identify market and book new liability business.

• Manage a designated portfolio of customer relationships in order to identify and address customer needs, ensuring that the overall service provided is in line with customer expectations and the terms of the service offer.

• Comply with the Staff Code of Conduct at all times to ensure a positive image of the Bank is presented to all customers both internal and external.

• Ensure that the business is booked as per laid down procedures and guidelines and due diligence is carried out with respect to money laundering and other regulatory requirements.

• Provide specialist information, guidance and advise to customers through the delivery of excellent customer service to resolve customer queries and achieve customer satisfaction.

• Prepare customer/sales plans to ensure each relationship is managed according to customer’s needs and potential, regularly reviewing the customer portfolio to assess future needs and ongoing fee/income potential.

• Maintain awareness of the department's Business Continuity Plan and undertake appropriate training to ensure correct action is taken in the event of an incident or disruption.

• Perform any other duties or tasks as required or instructed by the line manager to support the efficiency and output of the department.

Qualifications:

• University degree or equivalent qualification.

• Computer related diploma / degree.

Experience:

• Minimum 3 years’ experience in liabilities, branch banking, operational and relationship management or customer service preferably in HNWI relationship management.