Relationship Manager

3 weeks ago


Manchester, United Kingdom Aimee Willow Connex Full time

**Main responsibilities of role**
- Manage own portfolio of customers meeting retention, growth and income goals.
- Adherence to company and Bank standards in respect of all risks including credit, operational and regulatory risk.
- Analyse financial and non-financial information as part of ongoing customer assessment process and ensure appropriate action is taken when required.
- Monitor customer portfolio and act as necessary to manage within acceptable risk while ensuring quality account management.
- Maintain delivery of a high-quality service to customers.
- Understand company and the wider Bank’s products and services, and proactively identify and action sales opportunities in order to best meet customer needs.
- Build knowledge and understanding of relevant markets and customers in order to help assessment of customer needs.
- Build and maintain effective relationships with key internal stakeholders, notably within Operations, Sales and Risk functions, to enhance customer satisfaction, risk management and company growth.
- Ensure that customer portfolio is fully compliant with the Bank’s AML policies and procedures.

**Additional responsibilities for all employees**
- Actively promote and practise the Bank’s Guiding Principles
- Understand and adhere to the Bank’s policies and procedures with particular reference to:

- Conduct Rules and Professional Standards Policy
- Information Security and Data Protection Act 2018 (GDPR)
- Fair Treatment of Customers
- Risk management and reporting of risk management incidents
- Regulatory compliance and prevention of financial crime
- Disaster recovery and business continuity
- Proactively contribute to the Performance Planning and Review process
- Support Bank wide Forums as required or identified
- Cooperate with and help colleagues across our business, performing other reasonable tasks as may be required from time to time


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