Client Executive

4 weeks ago


Manchester, United Kingdom Cynergy Bank Limited Full time

Office Based
Cynergy Business Finance is our asset-based lending (ABL) arm of Cynergy Bank Limited.
Funding against business assets such as receivables, plant & machinery, inventory and property can provide a flexible, fast and efficient way to pursue new business opportunities for a number of different objectives including; Our human digital approach of blending traditional relationship management with digital technology enables the team to focus on delivering an exceptional customer experience.
The team have extensive collective experience in commercial and corporate lending.
Leading the way with Asset Based Lending

Assets - Financing business assets including revolving assets (receivables and inventory) and fixed assets (Equipment, Plant and Machinery and industrial and commercial property).
Human Digital - Outstanding digital technology and great people coming together to enable excellent service to our clients.
Competitive Salary and Company Bonus
Holiday allowance plus bank holidays
Option to purchase an additional 10 days holiday
Pension contribution and Life Assurance
Income Protection Scheme and Season Ticket Loan
Private Medical Insurance and Health Check (After Probation)
Electric Car Scheme and Money Coach (After Probation)
Completing a variety of customer and risk focused tasks, responsibilities include the primary day to day contact for CBF clients providing excellent customer service allied with risk management skills. The role requires strong relationship building skills, a proactive approach to risk management, ability to help train and develop more junior members of the team and would suit an individual looking to further develop their career in the Asset Based Lending Industry in a growing and fast paced challenger Bank.
Manage effectively and in accordance with policy and practice; the administration of ledgers, payment requests, and monthly management information.
• Proactively managing any adverse outcome from the month end reconciliation teams.
• Maintain thorough records and provide necessary feedback and reporting to the Head of Portfolio Management and Relationship Managers.
• Maintain delivery of a high-quality service to clients.
• Adherence with the Bank’s AML policies and procedures, with vigilance at all times of the conduct of customers and debtors.
Minimum 18 months experience of working in a Relationship Executive role within the Asset Based Lending industry
• Strong risk management skills
• Strong relationship building skills and communication skills
• Working knowledge of Dancerace or Risk factor
• Proficient in Microsoft Word, Excel


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