Mid Corp and SMEs Relationship Manger

ob Purpose,

  • 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.

Main Respnsibilities,

    • 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.
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