Relationship Manager, Transaction Banking, UK

ABN AMRO Bank N.V.; City Of London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading financial institution in the UK is seeking a Transaction Banking Relationship Manager. The role involves managing client relationships, ensuring high satisfaction and identifying new business opportunities. Candidates should have solid experience in transaction banking and a proven track record in meeting financial targets. Join a diverse team committed to sustainable growth and client success.

Qualifications

• Minimum 2 years of Transaction Banking Sales or Relationship Management experience.
• Experience in Financial Services, Corporate Treasury, or Payments Industry.
• Demonstrated knowledge of working capital and financial accounting.

Responsibilities

• Act as the UK contact for a designated portfolio of clients.
• Coordinate regular account plans with Global Relationship Managers.
• Identify opportunities for new business and position banking products.

Skills

Transaction banking products/services knowledge

Data driven analysis

Proven financial targets achievement

Excellent communication skills

Problem solving skills

Planning and organisation skills

Interpersonal skills

Growth mindset

Accountability and ownership

Education

Degree or equivalent education

Tools

Microsoft Dynamics

Job description

At a glance

The Transaction Banking Relationship Manager reports to the Head of Relationship Management for Transaction Banking in the United Kingdom. This is a key role within the Transaction Banking team in the UK and Transaction Banking is a core business within ABN AMRO’s Corporate Banking Clients (CBC) division within the bank. We are client-driven, a bank with a moderate risk profile that will continue to invest in the future and pursue sustainable growth.

TBH UK provides cash management and trade finance solutions to UK companies and non-bank financial institutions, and also supports inbound companies that are clients of ABN AMRO’s CBC business worldwide. We seek to differentiate ourselves by supporting clients with strong aspirations in Sustainability themes and through providing ordinary services extraordinarily well.

TBH clients are long-term relationships marked by mutual trust and we foster trust through:

• Ensuring clients are engaged and client satisfaction is high;
• Financial results are strong and profitable with organizational cost under control;
• We are the ‘Employer of choice’ for people wanting to work for a bank;
• Internal stakeholders are happy with the service the TBHs provide;
• Our client lifecycle is in control from compliance and risk perspectives.

TBH UK is led by the Head of Transaction Banking located in London and the Head of Relationship Management leads a team of Relationship Managers with dedicated client portfolios aligned by segment, and tasked to grow TBH income through new deal origination across these existing client relationships, supporting existing clients with their cash, trade, working capital, treasury and risk management needs, and also originating new opportunities with CBC segment leads to cross-sell TBH solutions and drive increased returns for the bank.

Transaction Banking solutions include:

• Cash Management (bank accounts, electronic banking, payments & collections, credit cards)
• Liquidity Management (term deposits, cash pooling, investments)
• Credit (Overdrafts and Trade Finance)
• Foreign Exchange solutions

Your job

TBH Relationship Managers partner with Global Relationship Managers in CBC, and overseas Transaction Banking sales leads, to originate and win new business and then relationship manage a portfolio of high-income and high-growth clients.

To support new business origination, TBH Relationship Managers will engage with local product specialists to provide specific product expertise, and work with key partners and stakeholders in Compliance, Risk, Legal, and Operations to provide best in class services and support to our clients.

TBH Relationship Managers ensure that we win new business, and protect existing client income, across our most valued clients when value, solution, relationship and trust are determining factors.

The TBH Relationship Manager is responsible for:

• Acting as the UK contact for a designated portfolio of clients in order to support their business activities, help the clients solve their key cash, trade, and working capital challenges and to grow their businesses.
• Coordinating regular account plans with CBC Global Relationship Managers (GRMs) and Transaction Banking sales teams in the UK and Netherlands which will include regular strategic meetings with their clients.
• Identifying opportunities for new business through understanding the client’s business objectives and challenges, and positioning ABN AMRO’s transaction banking products/services to meet those objectives.
• Informing and advising GRMs on matters of importance related to mutual clients. Collect information in order to provide preparatory and commercial support to GRMs in general client contact, credit and acquisition duties.
• Collecting and analysing internal and external data regarding the client’s business strategy, wider market developments, product performance, and financial performance of clients.
• Be the escalation point for their clients in the event of service issues to resolve matters within ABN AMRO policies and procedures, and through close coordination with partners in CBC, Operations, Service, Compliance, Technology and any other areas as necessary.
• Ensuring any customer complaints are handled properly in line with ABN AMRO’s policies and procedures.
• Assisting in advisory and input into continuous improvement of processes within the transaction banking business.
• Discussing with customers their short term funding (financing) requirements and coordinating credit application processes, as well as annual reviews, by working with relevant Risk functions to ensure a smooth credit facility implementation.
• Consulting external databases (Chamber of Commerce, HR, Land - Register, D&B, Reach, sector info, etc.) with a view to obtaining information on clients and prospects for mini marketing plans and the acquisition of new relations.
• Collaborating with the Detecting Financial Crime (\"DFC\") unit to help facilitate Periodic and Event Driven reviews as part of the annual Client Due Diligence process under Client Lifecycle. While the DFC unit handles the majority of client outreach, the Relationship Manager ’s role is to help with timely and accurate coordination to support this process, if necessary.
• Pro‑active and quick follow‑up and updating client information in relevant applications and tools such as Client Relationship Management (\"CRM\") system Microsoft Dynamics used for entering call reports, new leads and opportunities and managing the deal lifecycle end to end.

Your working environment

At ABN AMRO, we believe in "Banking for better, for generations to come." Equal opportunities for everyone are a crucial foundation, as we strive for an inclusive culture where all employees feel seen, heard, and valued. Our vision of being a personal bank in the digital age aligns perfectly with the demand for surprising insights and innovative solutions, born from a diverse interplay of cultures and experiences. We focus on customer experience, sustainability, and building a future‑proof bank, conducting annual reviews to ensure equal pay for equal work. Join a bank that embraces ingenuity and ambition, and make an impact with us for a better future.

If you want to apply for the B‑Able or Reboot program, make sure to mention it both in the title and the content of your resume.

Your profile

Experience and Education

· Preference for minimum 2 years of Transaction Banking Sales, or Relationship Management experience with a UK, European regional or Global Bank or;

· Financial Services, Corporate Treasury, or Payments Industry sales or commercial experience that can be applied to a banking environment

· Preference for degree or equivalent education

Required Skills and Knowledge

• Demonstrated knowledge of transaction banking products/services or corporate risk management, working capital and financial accounting
• Proven track record in originating new business including data driven analysis on clients to drive a potential new solution and then ownership to push through to deal won
• Proven track record in meeting financial targets
• Good numerical skills
• Good problem solving skills
• Excellent communication and written skills
• Strong planning and organisation skills
• Detail oriented and able to handle concurrent projects that involve documentation and data points
• Strong interpersonal skills and ability to connect with clients and internal partners and stakeholders
• Enthusiasm to learn with a growth mindset
• Accountability and ownership experience to continuously improve oneself and the team

What we offer

Joining ABN AMRO means working on meaningful projects. Projects that have an impact on our clients. Working with a wide range of people with different backgrounds, opinions and ideas. In the UK, in the Netherlands or elsewhere in our international network. We offer an environment where you will be challenged on a daily basis - professionally as well as on a personal level – so that you can grow to become the professional you want to be.

Interested?

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