Lead Client Relationship Strategist

2 months ago

West Midlands, United Kingdom The Co-operative Bank plc Full time

Lead Client Relationship Strategist

Remote/Midlands Travel Required

Salary: Up to £71,000pa + Car Allowance

Permanent Role

Make a Positive Impact: A Career That Matters

At The Co-operative Bank, we pride ourselves on being distinct and impactful. Our foundation is built on cooperative principles that have stood the test of time. Over the years, we have evolved beyond just managing finances; we actively support individuals in championing justice and causes that resonate with them. Our customer-driven Ethical Policy positions us as a leader in addressing environmental and social challenges, earning us recognition as market leaders in ESG by Sustainalytics.

Now, more than ever, our Bank is committed to addressing the issues that are significant to our customers and employees. Join us in our mission to lead the banking sector in environmental and social responsibility as we move forward into the future.

This role is primarily remote, with the expectation of traveling to client locations across the Midlands and attending occasional meetings at our headquarters.

Role Overview:

As a Client Relationship Strategist, you will have the unique opportunity to effectively cultivate, oversee, and enhance a portfolio of lending clients. You will represent The Co-operative Bank by consistently delivering exceptional customer service while fostering and nurturing relationships.

Key Responsibilities:

  • Establish strong connections within the local business community to promote the values, ethics, services, and products of The Co-operative Bank, thereby expanding your customer portfolio.
  • Manage and maintain relationships with an assigned portfolio of clients to ensure high satisfaction levels and maximize business outcomes, regularly assessing progress against established standards and targets.
  • Develop a comprehensive understanding of your clients' portfolios and product offerings to identify their current and future business needs, enabling the creation of tailored services and solutions that enhance customer satisfaction and drive business growth.
  • Ensure adherence to corporate, statutory, and regulatory standards for all assigned clients, staying informed about changes in the competitive landscape and customer offerings that may impact the business.
  • Lead by example in alignment with the Bank's cultural transformation and new operational frameworks regarding Risk Management and ethical policies.
  • Demonstrate high-level credit skills, managing the credit application process from initial inquiry through to deal closure.
  • Continuously seek to enhance operational policies and procedures, ensuring best practices are implemented consistently.
  • Act as an Ambassador for the Bank and SME Banking at various internal and external events, serving as a role model for your team.

Required Knowledge, Skills, and Experience:

  • Exceptional interpersonal skills, capable of engaging with a diverse range of individuals.
  • Strong commitment to customer service excellence.
  • Foundational credit skills within a commercial lending context.
  • Ability to collaborate effectively within a team environment.
  • Proficient negotiation and decision-making abilities.
  • Competence in risk management.
  • Confidence in marketing and selling products.
  • Willingness to travel to client locations as necessary.

What We Offer:

  • £5,500 Car Allowance.
  • Private Medical Insurance.
  • Flexible and remote working arrangements.
  • 27 days of holiday, increasing to 30 with service, plus the option to purchase an additional 5 days.
  • Competitive pension scheme with up to 10% employer contribution.
  • Income protection and life assurance benefits.
  • Commitment to ongoing learning and development.
  • Wellbeing support, including mental health resources and physiotherapy.
  • Two paid volunteering days per year.
  • 'MyReward' corporate discounts with over 800 retailers and a Cycle to Work Scheme.
  • Family-friendly policies and a supportive work environment.
  • Colleague networks dedicated to promoting inclusion and diversity within our organization.

We are dedicated to fostering a diverse workforce and an inclusive atmosphere where all employees can thrive. We welcome applications from talented individuals from all backgrounds who can contribute to our culture of belonging, where everyone is valued and respected.

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