Manager, Relationship Management

Barbara Houghton Associates; Greater London; On-site; GBP 50,000 - 65,000; Full time

Job summary

A respected financial institution is seeking a Manager for Relationship Management to ensure effective service delivery to account holders. The role involves building strong customer relations, maintaining records, and managing customer queries. Candidates should have a university degree and at least 6 years of banking experience. Immediate applications are encouraged, with specific focus on customer relationship practices and service level compliance.

Qualifications

• At least 6 years of relevant experience, preferably in banking within a highly rated international bank.
• Experience with regulated mortgages, savings accounts, and fixed term deposits.
• Awareness of customer relationship practices and regulations.

Responsibilities

• Build strong relations with potential and existing customers.
• Maintain customer service area files and records.
• Provide authorisations and downloads as necessary.
• Assist customers with forms and applications.
• Prepare loan agreements from applications.

Skills

Customer relationship practices

Effective customer service interaction

Product knowledge

Education

University graduate (Marketing, Banking, Finance, Accounting, Economics, Business Administration, IT)

Job description

Sponsorship will not be available for this position, therefore 3+ years on visa eligibility to work in UK is essential.

Our client, a highly respected Bank, is seeking a Manager, Relationship Management to join their team on a permanent basis.

This successful candidate will mainly be responsible for managing the relationships with the account holders including the timely provision of services.

Responsibilities

• Build strong relations with potential and existing customers through effective customer service interaction.
• Maintain customer service area files, database, records, registers and logs under control.
• Work closely with the team, to provide information and act as liaison to all other customer needs.
• Provide authorisations and downloads as necessary to ensure smooth running of the daily work.
• Provide information about various products and services offered by the Group and identify cross selling opportunities.
• Perform certain customer related tasks such as posting account opening, customer data maintenance, issue of balance/no liability certificates etc.
• Assist customers in filling out various forms and applications as requested such as opening an account; applying for an ATM, credit cards and cheque book; standing order instructions etc.
• Receive loan applications from customers and prepare the corresponding loan agreements.
• Refer to Branch Manager for any unresolved queries on transactions handled.
• To assist customers in all their queries on products and seek solution to their requests.
• Maintain activities in accordance with Service Level Agreements (SLAs) with internal departments/ units to achieve improvements in turn-around time.
• Provide timely and accurate information to the external and internal auditors and the Compliance function as and when required.

Qualifications and Skills

• University graduate preferably with a Major in Marketing, Banking, Finance, Accounting, Economics, Business Administration or Information Technology (related field of study)
• At least 6 years of relevant experience, preferably in banking within a highly rated international bank. Also experience with regulated mortgages, savings accounts and fixed term deposits.
• Awareness of customer relationship practices and regulations.

For more information on this role please contact Sonia Smith by sending your CV quoting ref 16906SS.