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Relationship Manager

2 months ago

StratforduponAvon, Warwickshire, United Kingdom INTEGRO PARTNERS LTD Full time
About the Role

We are seeking an experienced Relationship Manager to join our Manchester division at Integro Partners Ltd. This is an exciting opportunity for an established RM to build out the patch and develop the brand further across the region, as well as developing and improving new and existing business relationships.

Key Responsibilities
  • Manage a large portfolio of clients, including smaller clients to be managed day-to-day by the Client Executive.
  • Develop and maintain a thorough understanding of the businesses within your portfolio.
  • Sanction overpayments, credit limits, and high involvement requests.
  • Oversee bi-monthly verifications carried out by the CE on all choccs and confidential accounts in line with the schedule.
  • Review full-service verifications and liaise with credit controllers and clients regarding any concerns.
  • Review YTD stats highlighted by the CE on a monthly basis.
  • Ensure second verifications have been performed.
  • Conduct client take-on meetings, reviews, and visits.
  • Oversee management accounts and bank statements on a monthly basis, liaising with clients over HMRC arrears and TTP.
  • Provide ongoing training to ensure correct levels of knowledge and development within the team.
  • Identify and review any onerous conditions within the debtors' T&Cs to minimize risk.
  • Liaise with solicitors regarding accounts passed to legal recoveries.
Requirements
  • Previous experience in the Invoice Finance/factoring sector.
  • Previous success in the role of Relationship Manager or similar.
  • Customer-centric and able to provide excellent customer service while maintaining acceptable risk levels.
  • Strong communication skills, as well as the ability to adapt to changing workloads with good time management skills.
  • Willing to adopt and demonstrate values of accessibility, innovation, relationships, and accountability.
  • Full driving license.
  • Right to work in the UK, regrettably, we are unable to sponsor visas for this position.