Assistant Relationship Manager DEPARTMENT: Ultimate Invoice Finance
Operations RESPONSIBLE TO: Head of Relationship Support LOCATION: Nationwide.
Hybrid and flexible work options available.
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.
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.
Assist Relationship Managers (RMs) in managing client portfolios, ensuring smooth onboarding and excellent service.
Maintain proactive communication with clients to resolve queries and support facility amendments.
Help RMs achieve client engagement goals, including Open Banking connectivity and risk factor reviews.
Maintain accurate CRM recordsno overdue tasks by month-end.
Regularly review and maintain risk factor schedules Prepare annual reviews for RMs and assist with DP (Debtor Protection) monitoring.
Track external DP limits and Premiums Paid Support compliance with BSA testing and ensure minimal Keep trackers and logs updated for complaints and financial disbursements.
Ensure all mandatory LMS training is completed on time.
Participate in process improvement initiatives and cross-departmental projects.
Strong communicator Ability to problem solve Self-motivated Team player Committed & confident Adaptable Values driven Organised Customer focussed & people centric Proactive Approachable Good time management KEY SKILLS & KNOWLEDGE: Experience in a fast-paced professional environment Customer service experience Good communication skills Strong attention to detail and adherence to compliance standards.