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Relationship manager business/ commercial banking

Stoke-on-Trent
CRS
Relationship manager
Posted: 13h ago
Offer description

Our client is a fast growing, fully independent. Due to continued growth, they have a brand-new role for a Relationship Manager with experience of working in Deposits in the Business/ Commercial Banking space.


Your primary responsibility will be to attract and manage business and current accounts and deposits. You will also play a crucial role in ensuring compliance with financial crime regulations, contributing to the bank's integrity and trustworthiness.


Duties and Responsibilities:

* Build and manage a non-lending portfolio of business and clients by delivering exceptional relationship management with a focus on service quality, responsiveness, and personalised solutions.
* Guide clients through smooth and compliant onboarding processes, ensuring all internal and regulatory standards are met.
* Maintain regular engagement to support satisfaction, strengthen relationships, and promote long-term retention.
* Identify, develop, and convert new opportunities to attract business current accounts and deposits.
* Use market intelligence, referrals, event attendance, and professional networking to generate qualified leads.
* Attend and actively engage in industry and business events to represent the bank, raise its profile, and attract clients.
* Identify customer needs and promote relevant banking products and services (e.g., savings, lending)
* Effectively manage the sales pipeline by tracking activities, follow-ups, and conversion progress.


Desired Skills and Qualifications

* Proven experience in relationship management within the banking sector, preferably focusing on business clients.
* Strong understanding of financial crime regulations, including AML and KYC requirements.
* Excellent communication and interpersonal skills, with the ability to build trust with clients.
* Analytical mindset with attention to detail and a commitment to compliance.

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