Associate Relationship Manager – Mid Markets
Location: Bristol, Plymouth or Exeter.
Hours: Full-time.
Working pattern: Hybrid – at least two days per week (40% of time) at one of our office sites.
About the Role
We’re looking for an Associate Relationship Manager to support a growth portfolio within our Mid‑Market segment (turnover £50m – £500m). Working alongside a Relationship Director across the Bristol/South East England area, you’ll help deliver excellent service and tailored solutions to meet our clients’ goals. The successful candidate will support Term Loans, RCFs and other banking solutions for a range of businesses, focusing on new‑business origination.
What you’ll be doing
- Attend client meetings (virtual or in‑person), prepare agendas and briefing notes, and follow up on actions.
- Support the lending journey, identifying high‑value clients and spotting opportunities to deliver product solutions.
- Prepare credit proposals and tender submissions, and assist with credit reviews, facility changes and onboarding.
- Use your financial‑account knowledge to monitor and manage risk and contribute to financial analysis.
- Manage your diary and inbox, prioritise tasks and contribute to process improvements that benefit clients and colleagues.
- Work with internal teams and product partners to deliver tailored solutions and stay informed on sector developments.
What you’ll need
- Minimum 2+ years’ experience in a customer‑facing role within financial services.
- Strong organisational and time‑management skills.
- Confidence in building and maintaining relationships.
- Clear written and verbal communication skills.
- Proactive mindset and willingness to learn.
- Aware of risk and how to manage it effectively.
- Desirable: Experience in Business & Commercial Banking.
- Desirable: Proficiency with systems such as CRW, PEGA and Co‑Pilot.
Benefits
- Generous pension contribution of up to 15%.
- Annual performance‑related bonus.
- Share schemes including free shares.
- Discounted shopping and other lifestyle benefits.
- 28 days holiday, plus bank holidays.
- Well‑being initiatives and generous parental leave policies.
We are committed to diversity, equity and inclusion and provide reasonable workplace adjustments for colleagues with disabilities, long‑term health or neurodivergent conditions. All candidates will receive a fair and proportionate interview process through the Disability Confident Scheme.
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