We are inviting applications for the Business Banking Relationship Officer position for an international Bank based in Manchester. This position targets SME/Corporate clients in Manchester and catchment areas. Here are the details of the position:
Area of Responsibility:
Acquire good quality business banking customers across the identified segments in your catchment areas (as defined by the bank):
Exporters and importers
High value local businesses (high value to be defined by the bank from time to time)
Generate leads through research, developing connections with various market participants, and developing a database of prospective clients, segmented by size of business.
Research the client and sector to identify possible client needs and solutions of the bank to offer.
Generate leads through introducers, CA, solicitors to develop a database of prospective clients, segmented by size of business.
Set up meetings for yourself and more senior colleagues.
Build and execute a tactical plan to achieve the budgeted objectives of new customer acquisitions and income generation.
Work diligently on the client level data provided centrally by meeting the clients.
Daily client engagements (including face-to-face and telephonic meetings) to be done per thresholds defined by the reporting authority.
Active participation in community events and industry forums to generate new business opportunities.
Coordinate with the Branch Manager to execute the Bank strategy.
Furnish daily business information to the reporting authority.
Record and report all client engagements to the reporting authority on a daily basis in a manner requested by the reporting authority.
Plot the market opportunity and work towards increasing the bank's market share in the identified segments.
Liaise with internal stakeholders, introducers, and existing customers to originate referrals for new customer acquisition.
Facilitate competitor, market, and customer intelligence to various Bank stakeholders.
Process all documentation for onboarding and servicing of customers in line with the processes defined by the bank.
Liaise with the base branch/branches to ensure high levels of servicing to the clients.
Manage client expectations and escalations by liaising with various internal departments.
Undergo all mandatory learning modules.
Cross-sell NR and UK personal banking solutions.
Key Skills and Knowledge Requirements:
Willingness to go to market daily.
Sound understanding of SME and/or Business clients.
Selling, negotiating, and networking management skills.
Strong presentation skills; ability to communicate with all levels in an organization.
Disciplined approach to documentation, deal execution, and client follow-up.
Self-motivated and self-driven.
Good interpersonal skills and a team player.
Willingness to travel.
Functional knowledge of FX markets, trade finance (letter of credit, bank guarantees, LCs, documentary collections).