Relationship Officer - Business Banking

Quantum Group; London; On-site; GBP 100,000 - 125,000; Full time

Job description

We are inviting applications for the Business Banking Relationship Officer position for an international bank based in Manchester. This position targets SME/Corporate clients in Manchester and catchment areas. Here are the details of the position:

Area of Responsibility:

• Acquire good quality business banking customers across the below identified segments in your catchment areas (as defined by the bank):
  • Exporters and importers
  • High value local businesses (high value to be defined by the bank from time to time)
• Generate leads through research, developing connections with various market participants, and developing a database of prospective clients, segmented by size of business.
• Research the client and sector to identify possible client needs and solutions of the bank to offer.
• Generate leads through introducers, CA, solicitors to develop a database of prospective clients, segmented by size of business.
• Set up meetings for yourself and more senior colleagues.
• Build and execute a tactical plan to achieve the budgeted objectives of new customer acquisitions and income generation.
• Work diligently on the client level data provided centrally, by meeting the clients.
• Daily client engagements (including face-to-face and telephonic meetings) to be done per thresholds defined by the reporting authority.
• Active participation in community events and industry forums to generate new business opportunities.
• Coordinate with the Branch Manager to execute the bank strategy.
• Furnish daily business information to the reporting authority.
• Record and report all client engagements to the reporting authority on a daily basis in a manner asked for by the reporting authority.
• Plot the market opportunity and work towards increasing the bank's market share in the identified segments.
• Liaise with internal stakeholders, introducers, and existing customers to originate referrals for new customer acquisition.
• Facilitate competitor, market, and customer intelligence to various bank stakeholders.
• Process all documentation for onboarding and servicing customers in line with the processes defined by the bank.
• Liaise with the base branch/branches to ensure high levels of servicing to the clients.
• Manage client expectations and escalations by liaising with various internal departments.
• Undergo all the mandatory learning modules.
• Cross-sell NR and UK personal banking solutions.

Key Skills and Knowledge Requirements:

• Willingness to go to market daily.
• Sound understanding of SME and/or business clients.
• Strong presentation skills; ability to communicate with all levels in an organization.
• Disciplined approach to documentation, deal execution, and client follow-up.
• Self-motivated and self-driven.
• Good interpersonal skills and team player.
• Willingness to travel.
• Functional knowledge of FX markets and trade finance (letter of credit, bank guarantees, LCs, documentary collections).