Relationship Manager – Bristol
Relationship Management
City of Bristol – South West
Role Overview
The primary responsibilities of the successful candidate is to:
- Build and develop strong relationships with a mixed portfolio of clients to maximise retention and maintain contract renewals at an acceptable level.
- Support the daily responsibilities of the Relationship Executives to maximise funding available.
- Develop and maintain appropriate risk and recoveries management, including regular client reviews, visits and audits.
- Prepare and contribute to Monthly Portfolio Reviews Meetings and contribute to risk and client strategy discussions within the portfolio.
- Make funding decisions on all clients within the portfolio, including overseeing the setting of invoice funding, concentration and credit limits within credit authority levels and communication of funding decisions with clients.
- Support the on-boarding process (take on’s) for prospective clients, leading communication with Sales and the prospective client.
- Support new business and growth through efficient communication with sales team, deal structuring and underwriting process.
- Deal with all customer matters efficiently, fairly and consistently in line with cultural values.
Skills
- Excellent written and verbal communication
- Ability to analyse and report information
- Full UK driving license is essential
Experience
- 5+ years’ experience in Invoice Finance or similar industry
- 3+ years’ experience in Operations and client-facing roles
Qualifications
- Relevant ABFA/UK Finance qualification (foundation or certificate)
Additional Information
This role involves regular travel across the M4 corridor to conduct client visits to support growth of portfolios and to strengthen relationships. You will need to demonstrate how you can meet the need to travel across this area on a frequent basis in your application.