Corporate Relationship Manager

Together; Cheadle; On-site; GBP 38,000 - 55,000; Full time

Job summary

A leading company in the finance sector is looking for a Corporate Relationship Manager to provide exceptional customer service throughout the loan management process. This role involves managing client needs, identifying business opportunities, and ensuring a high standard of customer outcomes, particularly for vulnerable clients.

Qualifications

• Exceptional customer service and communication skills.
• Empathetic approach through active listening.
• Previous experience in customer relationship and/or risk management roles.

Responsibilities

• Proactively manage allocated corporate portfolio accounts.
• Resolve customer enquiries aiming for first contact resolution.
• Support Corporate Portfolio Directors regarding portfolio management.

Skills

Communication

Customer service

Empathy

Education

Experience in customer relationship management

Job description

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As a Corporate Relationship Manager, you will delivering outstanding service to customers and key stakeholders throughout the loan / portfolio management process. Dealing with customers in all stages of the lending life cycle, you will conduct regular meetings and calls with customers to review their financial performance, needs, and expectations, as well as identifying new business opportunities.

You will support to the Corporate Portfolio Directors in general portfolio management for customers with larger lending exposure and / or more complex businesses / structures.

As a Corporate Relationship Manager, we are looking for someone to:

• Proactively manage allocated corporate portfolio accounts by identifying credit risk, or opportunities escalating where necessary
• Understand the root cause of a customer’s financial situation and work with the customer to find the right solution for their needs, through effective listening and questioning
• Resolve customer enquiries to completion, aiming for first contact resolution where appropriate to reach good customer outcomes
• Identify and attempt to resolve potential customer complaints and escalate where appropriate
• Understand the needs of vulnerable customers and arrange the appropriate type of support, including signposting to organisations who can help, often with specialist and complex needs, ensuring that the right support is in place for them to manage their account on an ongoing and sustainable basis
• Provide day-to-day support to all Corporate Portfolio Directorsregarding general portfolio management
• Support and engage with Corporate Recoveries to ensure timely escalation of non-performing cases

Job Description

As a Corporate Relationship Manager, you will delivering outstanding service to customers and key stakeholders throughout the loan / portfolio management process. Dealing with customers in all stages of the lending life cycle, you will conduct regular meetings and calls with customers to review their financial performance, needs, and expectations, as well as identifying new business opportunities.

You will support to the Corporate Portfolio Directors in general portfolio management for customers with larger lending exposure and / or more complex businesses / structures.

As a Corporate Relationship Manager, we are looking for someone to:

• Proactively manage allocated corporate portfolio accounts by identifying credit risk, or opportunities escalating where necessary
• Understand the root cause of a customer’s financial situation and work with the customer to find the right solution for their needs, through effective listening and questioning
• Resolve customer enquiries to completion, aiming for first contact resolution where appropriate to reach good customer outcomes
• Identify and attempt to resolve potential customer complaints and escalate where appropriate
• Understand the needs of vulnerable customers and arrange the appropriate type of support, including signposting to organisations who can help, often with specialist and complex needs, ensuring that the right support is in place for them to manage their account on an ongoing and sustainable basis
• Provide day-to-day support to all Corporate Portfolio Directorsregarding general portfolio management
• Support and engage with Corporate Recoveries to ensure timely escalation of non-performing cases

Qualifications

Essential

• Exceptional customer service and communication skills, with a commitment to minimising customer effort
• Excellent understanding of what a good customer outcome looks like
• Empathetic approach to customers through active listening and effective questioning, coupled with a keen sense of business objectives
• Previous experience in customer relationship and/or risk management roles

If you feel you have some of the skills mentioned above, but not all, please do still apply and we would be happy to have a further discussion with you in regards to your suitability for the role.

Additional Information

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Together embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference – we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills.

If you feel you'd benefit from any support or reasonable adjustments during any stage of the recruitment process, please don’t hesitate to let us know when completing your application. This information will be picked up by our team, so we can try and put steps in place to help you be at your best through this process.

Click here for more information on our Recruitment Process

Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.