Cashflow Finance & Client Relations Associate

Allica Bank; Greater London; Hybrid; GBP 32,000 - 52,000; Full time

Benefits offered by this job

Flexible working

Pension contributions

Discretionary bonus scheme

Private health cover

Life assurance

Family friendly policies

Onboarding and development

Job summary

Allica Bank is seeking a Cashflow Finance RM Associate to support onboarding and administration of new and existing clients. You will help maintain up-to-date internal reporting and handle day-to-day activities across client facilities.

You will work closely with Relationship Managers and other functions to ensure seamless onboarding, strong customer outcomes, and efficient process adherence within a flexible, hybrid working environment.

Qualifications

• Experience with cashflow finance transactions and SME clients.
• Ability to interpret detailed financial information and forecasts.
• Strong customer focus with good communication and initiative.

Responsibilities

• Support Relationship Managers in client activities and monthly information.
• Deputise for the Relationship Manager to ensure seamless service.
• Manage a designated portfolio of lower-risk client relationships.
• Collaborate with Business Development and Transaction Management teams.
• Contribute to monthly portfolio reporting and operational procedures.
• Support product and software development direction to benefit customers.

Skills

Communication skills

Relationship management

Attention to detail

Proactive

Organisational skills

Tools

Microsoft Excel

PowerPoint

Word

Job description

Allica Bank is seeking a Cashflow Finance RM Associate to support onboarding and administration of new and existing clients. You will help maintain up-to-date internal reporting and handle day-to-day activities across client facilities.

You will work closely with Relationship Managers and other functions to ensure seamless onboarding, strong customer outcomes, and efficient process adherence within a flexible, hybrid working environment.