Relationship Support Officer

LJ Recruitment; Birmingham; On-site; GBP 30,000 - 35,000; Full time

Job summary

A recruitment agency is seeking a Relationship Support Officer in Birmingham. This fully office-based role offers a salary of up to £35,000 and involves supporting banking professionals with day-to-day client management. Ideal candidates should have a degree and at least 2 years of banking experience, with strong financial analysis skills. A collaborative mindset and attention to detail are essential for success.

Qualifications

• Minimum 2 years' experience in banking.
• Understanding of banking products and financial instruments.

Responsibilities

• Assist in preparing credit proposals by analysing financial statements.
• Support Relationship Manager in servicing existing client relationships.
• Monitor validity of customer accounts and documentation.
• Follow up on payments and ensure timely collection of documents.
• Provide accurate responses to client queries via email and phone.
• Coordinate with operations and credit teams to meet client needs.
• Accompany Relationship Managers on client visits.

Skills

Strong financial analysis and credit writing skills

Proficient in Microsoft Office and internet-based tools

Excellent verbal and written communication skills

Working knowledge of legal and property-related documentation

Preferably bilingual in English and Urdu and/or Punjabi

Education

Degree qualified (or equivalent)

Minimum of 2 years' banking experience

Job description

Job Title: Relationship Support Officer
Location: Birmingham (Fully Office-Based)
Salary: Up to £35,000 per annum
Job Type: Full-Time, Permanent
Start Date: ASAP

About the Role

We are currently seeking a Relationship Support Officer to join our Branch Banking team in Birmingham. This is a fully office-based role offering a competitive salary of up to £35,000, ideal for a detail-oriented and client-focused professional with a background in banking.

As a Relationship Support Officer, you'll play a vital role in supporting Relationship and Branch Managers with the day-to-day management of client relationships. You'll gain hands-on experience working with a defined portfolio of clients and contribute to the smooth running of credit processes, documentation, and client servicing.

This is a fantastic opportunity for someone looking to develop a career in banking and financial services, particularly in corporate, commercial, or SME banking environments.

Key Responsibilities

• Assist in preparing credit proposals by analysing balance sheets, income statements, and cash flows
• Support the Relationship Manager in servicing existing client relationships
• Monitor and maintain the validity of customer accounts and associated documentation
• Follow up on upcoming payments and ensure timely collection of required documentation
• Provide accurate and timely responses to client queries via email and phone
• Coordinate internally with operations, credit, and other departments to meet client needs
• Accompany Relationship Managers on client visits and prepare call reports

What We're Looking For

Education & Experience:

• Degree qualified (or equivalent)
• Minimum of 2 years' banking experience
• Understanding of banking products and financial instruments

Skills & Competencies:

• Strong financial analysis and credit writing skills
• Proficient in Microsoft Office and internet-based tools
• Excellent verbal and written communication skills
• Working knowledge of legal and property-related documentation
• Preferably bilingual in English and Urdu and/or Punjabi

Personal Attributes:

• Team player with a collaborative mindset
• Resilient and adaptable in a fast-paced environment
• Strong attention to detail and accuracy
• Professional, flexible, and highly motivated

Please Note: This role does not involve advising on or approving regulated financial products such as loans or mortgages, in line with Certification Regime regulations.

How to Apply: If you're looking to grow your career in banking and thrive in a client-focused, office-based environment - we'd love to hear from you.