Portfolio Relationship Manager

Methodfi; Remote; GBP 35,000 - GBP 50,000; Full time

Job summary

A leading financial technology firm in the United Kingdom is seeking a Relationship Manager to develop and nurture relationships with a portfolio of established SMEs. This role requires a strong capability to engage with business owners and understand their aspirations to offer tailored banking solutions. The ideal candidate will possess skills in relationship building, independent working, and flexibility in a fast-paced environment. The company promotes a culture of support and offers flexible working options to accommodate diverse lifestyles.

Benefits

Flexible working options

Pension contributions

Private health cover

Discretionary bonus scheme

Family friendly policies

Qualifications

• Capable of building rapport with business owners.
• History of working with established SMEs.
• Strong understanding of SME banking.

Responsibilities

• Manage relationships with a portfolio of SMEs.
• Communicate and track objectives within your portfolio.
• Collaborate with varying teams for seamless service.

Skills

Relationship building

Understanding of SME banking

Organizational skills

Ability to work independently

Job description

About Allica Bank

Allica is the UK’s fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech.

Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.

Role Description

You will be responsible for developing and nurturing relationships with a portfolio of remotely managed SMEs onboarded through our client acquisition outreach activity.

As a bank built solely to support the needs of established SMEs, we are committed to helping businesses achieve their ambitions through our range of growing banking products and solutions. Your role will be to be the relationship contact point for these businesses, seeking to understand their goals whilst exploring ways we can support them to fulfil their business ambitions

As our Relationship Teams continue to grow this has led to us launching this newly formed role as we look to continue on our journey to become the UK’s most recommended bank for established SME’s

First and foremost, this is a relationship driven role, and so we are seeking candidates comfortable to engage and build rapport with business owners, passionate and curious to understand their business plans and ambitions and how Allica can support their aspirations.

Principal Accountabilities

• Successfully remote relationship managing a portfolio of established SME businesses, Helping them to make the most of the ever growing Allica product offering including current accounts, deposit products and lending solutions.
• Working with your clients to understand how we can develop our offering to better support them, and in turn engaging with internal teams to help bring this to life. Allica is a place to make change, so we are keen to speak to people who embrace this opportunity.
• Communicating and tracking key objectives within your portfolio to ensure high levels of service and customer outcomes.
• Actively managing your own objectives and personal development plan,
• You will be able to evidence the ability to work independently when supporting established SMEs with their requirements.
• Working closely and collaboratively with varying teams across Allica Bank to ensure a seamless and professional service is always provided.
• Being a positive contributor to Allica Banks culture, and always demonstrating our values of Straightforward, Integrity, Collaborative and Delivery.
• Complying with all mandatory policies, and adhering to operational procedures.

Personal Attributes & Experience

• A deep passion for supporting and helping established SME’s to grow and achieve their ambitions.
• A self starter, organised and able to be flexible in a fast paced environment.
• A capable relationship builder, with a history of working with established SMEs.
• You can demonstrate a strong understanding of SME banking.
• The ability to deliver against challenging personal goals whilst also supporting a team to do the same.
• A background in generating and unlocking new opportunities from an existing portfolio of clients as well as attracting new clients to the bank.

Working at Allica Bank

At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.

Our employees are at the heart of everything we do, so our benefits are designed with you in mind:

• 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

Don’t tick every box?

Don’t worry if you don’t have all the skills or requirements listed on the job description. If you think you’ll be a good fit, we’d still love to hear from you!

Flexible working

We know the ‘9-to-5’ isn’t right for everyone. That’s why Allica Bank is fully committed to flexible and hybrid working. Please let us know what is best for you and, if we can, we will do our best to accommodate.

Diversity

We’re a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles. Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.