Commercial Banker (Professionals)

Arbuthnot Latham; Manchester; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Pension

Holiday allowance

BUPA Health cover

4x Life Assurance

Discretionary bonus

Maternity/paternity and menopause pol.

Job summary

Arbuthnot Latham in Manchester is seeking a Senior Commercial Banking professional to build and manage a portfolio of deposit clients in the professional services sector, including legal firms and accountancy. You will generate new deposits of substantial value, develop introducer partnerships, and cross-sell banking products while maintaining high levels of personal service.

The role requires relationship leadership, strong AML/KYC discipline, and a proactive market presence.

Qualifications

• Successful background in Commercial/Corporate Banking and Liquidity acquisition.
• Experience dealing with Owner Managed independent businesses and Institutions.
• Track record of delivering compliant AML/KYC in onboarding.

Responsibilities

• Build and manage a portfolio of deposit clients in the professionals sector (legal, accountancy, insolvency, etc).
• Develop and maintain a network of firms for introducer business and contractual relationships.
• Self-source new deposit business in the Professionals sector and hit agreed targets.
• Cross-sell banking products including day-to-day banking, treasury services and lending.
• Be the external face of Arbuthnot Latham in the professional services market.
• Monitor liquidity and contribute to lending growth.
• Ensure compliance with risk, AML and governance requirements.

Skills

Relationship management

Networking

Negotiation

Interpersonal skills

Presentation

Influencing

Microsoft Office

Tools

Microsoft Office

Job description

This is an exciting opportunity to join Arbuthnot Latham's growing Commercial Banking team and play a pivotal role in expanding our professional services client base. As the face of the Bank in the Manchester area within the legal, accountancy and wider professional services sectors, you will build meaningful relationships, generate substantial new deposit business and create valuable introducer partnerships. Combining commercial drive with exceptional relationship management, you'll help support the Bank's growth ambitions while delivering the high levels of personal service for which Arbuthnot Latham is known

• Use your knowledge and experience to build and manage a portfolio of depositclients in the professionals sector inclusive but not limited to Legal firms, Accountancy, Insolvency Practitioners and Professional services
• To build and relationship manage a network of firms for introducer business, including contractual relationships.
• Generate new deposit business of a minimum of £25m plus of net new deposits from research, cold calling, using sector contacts and self-developed business from own network
• Help to cross sell other banking products including day to day banking, treasury services and lending
• Be a focal point for professional services
• Develop and enhance relationships across the Arbuthnot Latham business to assist in delivering the level of liquidity required to support lending growth
• Be the face of AL in the external market for Professionals vis attending conference and other relevant networking.
• Meet & exceed stretching new business goals, that are tracked and reported through CRM
• Ensure that you operate within the required risk, stewardship and AML framework.
• Successfully represent the Bank externally and internally

Key Responsibilities

• Help the business to build and manage its liquidity to best affect
• Self-source new deposit business in the Professionals sector – hit and succeed agreed targets
• Ensure that KYC/AML responsibilities are adhered to
• Monitor deposit portfolio to understand and be proactive with maturity profile
• Be the face of the Professionals team externally for Arbuthnot Commercial
• Liaise with Compliance to ensure controls are effective

Client Service

• Client Management/developing good client relationships key to role
• Managing performance of yourself to help deliver demanding business targets and ensure unwavering commitment to client service excellence
• Developing relationships with key stakeholders across the business
• Managing a high value deposit portfolio with particular focus on its impact on the P&L and the Balance Sheet
• Take overall responsibility for your risk and regulatory performance when assisting with client acquisition

Risk

• Responsible for managing risks inherent to the role by diligently observing internal policies and procedures

Key Interfaces

• Clients (& Client representatives)
• Banking teams
• Director – Professionals team
• Treasury
• Back office departments (including working closely with Credit, Compliance and the Operations departments)
• Executive team

Person Specification

Knowledge / Experience

• You will have a successful background in Commercial/Corporate Banking and Liquidity acquisition, with broad experience across the financial services industry and detailed knowledge of the commercial/corporate business market
• Commercial Banking experience dealing with Owner Managed independent businesses and Institutions
• Track record of delivering compliant AML/KYC in terms of on-boarding

Skills

• Excellent Interpersonal skills (Networking, Negotiation, Presentation, Influencing) and collaboration
• General Banking knowledge
• Competence with Microsoft Office

Qualifications

• Business and Commercial Focus
• Client Focus
• Problem Solving and Judgement
• Team Working
• Communication & Confidence
• Influencing Others
• Working proactively

About Us

Life, Work and Benefits

Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.

• Competitive salary, pension & holiday allowance
• BUPA Health cover
• 4x Life Assurance
• Discretionary bonus
• Market leading maternity/paternity and menopause policies

Data Privacy and Reasonable adjustments

We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice

https://careers.arbuthnotlatham.co.uk/files/RecruitmentPrivacyNotice.pdf

Reasonable adjustments

Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us at [e-mail]. Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.