Associate Relationship Manager - Midlands

The role

The Associate Relationship Manager will manage a portfolio of SME customers to deliver commercial, customer service, and risk objectives. This role involves building relationships with clients and professional advisers while supporting the wider relationship team.

What you will do

• Manage a portfolio of SME customers and build trusting relationships.
• Deliver against commercial targets including lending and new customer or deposit acquisition.
• Build a trusted external network with SME advisers and the business community.
• Manage risk on the portfolio and identify signs of client stress.
• Work closely with a Senior Relationship Manager on a personal development plan.
• Take an active role in new business campaigns and cold calling.
• Support event organisation and follow-up activity.
• Maintain accurate CRM records and follow-up discipline.
• Build collaborative relationships with internal stakeholders.

Required qualifications

• Some B2B sales, account management and/or SME banking experience.
• Interest in building a career in SME relationship banking.
• Confident engaging with customers, prospects and SME business advisers via person, video call or phone.
• Good organisation and attention to detail.
• Practical understanding of customer service, sales activity and account management disciplines.
• Confident using systems, CRM tools and data.
• Energetic, resilient, hands-on approach.
• Strong communication skills.
• Strong alignment to Allica’s values.

Nice to have

• Some experience of commercial lending and understanding / analysing financial accounts
• Experience using AI tools in a business environment

Benefits

• Full onboarding support and continued development opportunities
• Options for flexible working
• Regular social activities
• Pension contributions
• Discretionary bonus scheme
• Private health cover
• Life assurance
• Family friendly policies including enhanced Maternity & Paternity leave

About the company

Allica is a fast-growing financial technology (Fintech) firm. Its purpose is to help established SMEs through relationship banking and digital tools.