Our client is a fast growing, fully independent. Due to continued growth, they have a brand-new role for a Relationship Manager with experience of working in Deposits in the Business/ Commercial Banking space.
Your primary responsibility will be to attract and manage business and current accounts and deposits. You will also play a crucial role in ensuring compliance with financial crime regulations, contributing to the bank's integrity and trustworthiness.
Duties and Responsibilities:
- Build and manage a non-lending portfolio of business and clients by delivering exceptional relationship management with a focus on service quality, responsiveness, and personalised solutions.
- Guide clients through smooth and compliant onboarding processes, ensuring all internal and regulatory standards are met.
- Maintain regular engagement to support satisfaction, strengthen relationships, and promote long-term retention.
- Identify, develop, and convert new opportunities to attract business current accounts and deposits.
- Use market intelligence, referrals, event attendance, and professional networking to generate qualified leads.
- Attend and actively engage in industry and business events to represent the bank, raise its profile, and attract clients.
- Identify customer needs and promote relevant banking products and services (e.g., savings, lending)
- Effectively manage the sales pipeline by tracking activities, follow-ups, and conversion progress.
Desired Skills and Qualifications
- Proven experience in relationship management within the banking sector, preferably focusing on business clients.
- Strong understanding of financial crime regulations, including AML and KYC requirements.
- Excellent communication and interpersonal skills, with the ability to build trust with clients.
- Analytical mindset with attention to detail and a commitment to compliance.
Our client is a fast growing, fully independent. Due to continued growth, they have a brand-new role for a Relationship Manager with experience of working in Deposits in the Business/ Commercial Banking space.
Your primary responsibility will be to attract and manage business and current accounts and deposits. You will also play a crucial role in ensuring compliance with financial crime regulations, contributing to the bank’s integrity and trustworthiness.
Duties and Responsibilities:
- Build and manage a non-lending portfolio of business and clients by delivering exceptional relationship management with a focus on service quality, responsiveness, and personalised solutions.
- Guide clients through smooth and compliant onboarding processes, ensuring all internal and regulatory standards are met.
- Maintain regular engagement to support satisfaction, strengthen relationships, and promote long-term retention.
- Identify, develop, and convert new opportunities to attract business current accounts and deposits.
- Use market intelligence, referrals, event attendance, and professional networking to generate qualified leads.
- Attend and actively engage in industry and business events to represent the bank, raise its profile, and attract clients.
- Identify customer needs and promote relevant banking products and services (e.g., savings, lending)
- Effectively manage the sales pipeline by tracking activities, follow-ups, and conversion progress.
Desired Skills and Qualifications
- Proven experience in relationship management within the banking sector, preferably focusing on business clients.
- Strong understanding of financial crime regulations, including AML and KYC requirements.
- Excellent communication and interpersonal skills, with the ability to build trust with clients.
- Analytical mindset with attention to detail and a commitment to compliance.
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