Relationship Support Specialist

Secure Trust Bank; Greater London; On-site; GBP 42,000 - 54,000; Full time

Benefits offered by this job

Discretionary bonus

Matched pension contributions

25 days annual leave + bank holidays +

Birthday off

Job summary

Secure Trust Bank PLC in London is seeking a Relationship Support Specialist to support Real Estate Finance transactions from pipeline through to completion. You will keep customers and colleagues informed at every stage, assisting Relationship Directors and delivering an excellent customer experience.

The role requires strong regulatory knowledge, AML/CDD expertise, and a customer-focused approach within a fast-paced banking environment. 35 hours per week, with a comprehensive benefits package.

Qualifications

• Financial services experience and knowledge of customer due diligence, AML and GDPR.
• Experience with due diligence methodologies and standards, preferably Real Estate Finance.
• Strong customer service track record in a regulated environment.
• Excellent organisation and ability to work under pressure with limited supervision.
• Clear written and verbal communication skills for stakeholder engagement.
• Good IT skills and relevant banking qualifications.

Responsibilities

• Coordinate lending transactions from pipeline to completion within agreed timescales.
• Keep Relationship Directors updated on progress and resolve issues.
• Work with borrowers to meet due diligence and risk assessment requirements.
• Obtain quotes for legal, monitoring, surveyor and valuation services and prepare letters.
• Review conditions precedent for sign-off and ensure documents are accurate and stored.
• Collect covenant information and prepare documentation for tranche drawdowns.
• Liaise with borrowers and advisers for repayments and security releases.
• Identify and escalate risks, complying with policy and regulations.
• Collaborate with teams to deliver excellent service during busy periods.
• Maintain accurate portfolio records in internal systems.

Skills

Customer due diligence

Anti-money laundering

GDPR compliance

Regulatory knowledge

Communication skills

Education

A-level or banking qualification

Job description

Job Role: Relationship Support Specialist

Location: London

Hours: 35 hours per week

About the company

Our customers are at the heart of everything we do, but we can’t achieve our customer focused strategy without the right people in our team.

At Secure Trust Bank, we know that people are our biggest Asset, which is why a career with us is not just a job. It’s the chance to be part of something bigger, to add real value to the Bank and help us constantly improve. We believe in giving our staff autonomy, with initiative and exceptional performance recognised through a variety of individual and team awards and incentives. All our employees have a tangible impact on the Group’s core values, and we are looking for candidates who are enthusiastic, proactive and enjoy working in a fast-paced environment.

Why Join Us?

• A competitive salary and benefits package including discretionary bonus
• Matched pension contributions
• 25 days annual leave plus bank holidays and your birthday off, on us!
• A monthlywellbeinghour to spend doing whatever makes you happy
• A wide range of flexible benefits from Cycle2Work to private healthcare
• Life assurance
• Paid volunteering days and matched charity fundraising
• A collaborative and flexible working environment.
• Opportunities for professional development and career progression.
• A chance to make a real impact in a regulated, purpose-driven organisation

What you`ll be doing

As a Relationship Support Specialist in our Real Estate Finance team, you’ll help take lending transactions from pipeline through to successful completion, keeping customers and colleagues informed at every stage. You’ll support Relationship Directors in growing the customer base, provide ongoing support to existing customers and take ownership of delivering an excellent customer experience.

• Coordinate the deal execution process, managing transactions within agreed timescales and proactively chasing internal and external partners to enable funds to be drawn down.
• Keep Relationship Directors updated on progress, agree action plans to resolve issues and take the steps needed to move each deal forward.
• Work with Relationship Directors and borrowers to meet customer due diligence and customer risk assessment requirements throughout the customer relationship.
• Obtain quotes for legal, monitoring surveyor and valuation services, and prepare instruction letters using the Bank’s latest documentation.
• Review and present conditions precedent for Relationship Director and Credit sign-off, ensuring supporting documents are accurate and stored correctly.
• Collect covenant information and the documentation needed for tranche drawdowns, presenting complete and accurate information to Relationship Directors in a timely manner.
• Liaise with borrowers, professional advisers and Finance on repayments and security releases, gathering information for Relationship Directors to submit to Credit.
• Identify, assess and escal risks, complying with internal policies and external regulations covering customer due diligence, records management, information security, complaints and anti-bribery and corruption.
• Work collaboratively with Relationship, Financial Crime, Credit, Governance and Quality Assurance teams to deliver excellent service, supporting colleagues during busy periods.
• Maintain accurate portfolio records across Aurius, I-Drive and nCino, keeping systems up to date and supporting reliable management information and right-first-time data quality.

What we`re looking for

• Financial services experience and a working knowledge of relevant regulations, including customer due diligence, anti-money laundering and GDPR.
• Experience and expert knowledge of customer due diligence methodologies and standards, preferably within Real Estate Finance.
• A strong track record in a Real Estate Finance environment, with a commitment to delivering exceptional customer service.
• Strong organisation and prioritisation skills, with the ability to work under pressure, meet tight deadlines and deliver with limited supervision.
• Clear written and verbal communication skills, with the ability to engage and influence stakeholders at different levels.
• Strong analytical and problem-solving skills, sound judgement and close attention to detail and accuracy.
• Good IT skills and an A-level or banking qualification.
• A customer-focused, risk‑aware approach, taking ownership of your work, working well with others and embracing change and new ideas.

Everyone is different. Everyone is valued

As part of our vision to become the most trusted specialist lender in the UK,we’ve been helping customers and businesses fulfil their ambitions since 1952. Inthat time, we’ve learned that we’re more than the sum of our parts. We’re a strong Group because of our peoplebeing ourstrength; specialist, expert, ambitious and also diverse. Allofour people are differentand this is something we celebrate.

Every one of our employees brings unique talent, ability and perspective to their role.

That’s why Secure Trust Bank Group nurtures differences. We understand that we perform better because we’re not cast from the same mould. We actively embrace andsupportdiversity, work with leading industry bodies andpromoteinitiatives that reinforce our philosophy of giving you the freedom to be who you are.

We’re an award-winning bank providing savings accounts andlending servicesto overone million customers. We’re Secure Trust Bank Group. We embrace difference.