Job Overview
- Experience Level
- +4 years
- Employment Type
- Full-time
- Workplace Type
- Not specified
- Location
- Not specified
- Job function
- Banking, Finance, & Accounting
- Application Deadline
- 21 October 2024
About the Role
- A member of a SME’s Team developing and maintaining relationships with a portfolio of Business Banking customers and connected Personal customers.
- A named point of contact for customers dealing with a range of requests including any calls in Managers’/Directors’ absence and any overflow of work from Corporate Services Assistant.
- Assist one or more Managers/Directors’ with product knowledge, sales research, customer relationship development, research into solutions to meet customer’s needs using market and industry information and risk management for the portfolio.
Requirements
- Act as principal point of contact in Relationship Managers absence.
- Co-ordinate introduction to and from other areas of the AWBE Group where appropriate and monitor outcome.
- Assist with development of and revisions to Customer Relationship Plan.
- Monitor level of customer service and satisfaction.
- Develop and maintain links with local business community and support Relationship Manager in same activity e.g. K.B.I.s.
- Conduct research to identify potential new customers and maintain database of potential customers.
- Arrange and undertake product presentations where appropriate.
- Develop and maintain contacts with specialists in other branch sectors and other areas of the Group.
- Monitor leads and co-ordinate information for the Relationship Manager on overall portfolio. Develop and maintain own contacts with individuals within customers’ organization.
- Monitor set-up of products from other areas of the AWBE Group.
- Act as liaison for risk management information purposes with customers, accountants, solicitors and other relevant people.
- Collate customer produced financial information.
- Analyze historic and projected financial information to identify key issues and monitor compliance with covenants and terms prior to discussing with Relationship Manager.
- Assist with creation of Credit Applications.
- Prepare facility letters and co-ordinate execution of documentation and drawdown of facilities.
- Provide technical input and undertake research for Relationship Manager in connection with proposed security and liaise to arrange preparation and execution of security documentation.
- Support review of refer list and other risk reports.
- Take responsibility for routine duties with other members of the Business Banking Support Team. This will include administration such as holiday lists, returns, inter departmental meetings etc.
- Attend Relationship Team meetings and contribute fully, including suggestions for ways of improving customer service.
- Contribute to environment of mutual support.
Skills
Banking, Finance, & Accounting
