Job Description
POSITION:Assistant Relationship Manager
DEPARTMENT: Ultimate Invoice Finance - Operations
RESPONSIBLE TO:Head of Relationship Support
LOCATION: Nationwide. Hybrid and flexible work options available.
OVERVIEW:
To work as part of our existing Assistant Relationship Team (ARM) to support the Relationship Managers in all aspects of managing a portfolio of clients; including risk control, service level assurance and procedural compliance. We expect you to demonstrate our core values of Decency, Enterprise and Brilliance at all times. Your priorities would be to provide a great service, whilst focusing on ledger performance, utilising Risk Factor and exception reporting to identify and investigate any anomalies.
KEY RESPONSIBILITIES:
1. Assist Relationship Managers (RMs) in managing client portfolios, ensuring smooth onboarding and excellent service.
2. Maintain proactive communication with clients to resolve queries and support facility amendments.
3. Help RMs achieve client engagement goals, including Open Banking connectivity and risk factor reviews.
4. Daily review and update of debtor credit limits and concentration limits.
5. Ensure timely completion of GV (verification) with proper documentation.
6. Process payments, overpayments, credit notes, refunds, and reassignments within authority lev...