Relationship Manager

Our client, a leading independent provider of Financial Services to businesses requires a Relationship Manager to join their expanding team across the South West of England. You will be responsible for the day-to-day management of a portfolio of Invoice Finance facilities, delivering a high level of customer service and ensuring that commercially sound and profitable relationships are maintained within set targets.

Key responsibilities:

Build and develop strong relationships with a mixed portfolio of clients to maximise retention and maintain contract renewals at an acceptable level. Support the daily responsibilities of the Relationship Executives to maximise funding available. Develop and maintain appropriate risk and recoveries management, including regular client reviews, visits and audits. Prepare and contribute to Monthly Portfolio Reviews Meetings and contribute to risk and client strategy discussions within the portfolio.

Make funding decisions on all clients within the portfolio, including overseeing the setting of invoice funding, concentration and credit limits within credit authority levels and communication of funding decisions with clients. Support the on-boarding process (take on’s) for prospective clients, leading communication with Sales and the prospective client. Support new business and growth through efficient communication with sales team, deal structuring and underwriting process.

Deal with all customer matters efficiently, fairly and consistently in line with cultural values. Operational experience within Invoice Finance and/or wider Commercial Lending is essential. This is an opportunity for an ambitious, career minded commercial financial professional looking to progress their career with a highly capitalised, forward thinking and expanding business. The successful candidate will be rewarded with a market leading salary, car allowance, annual bonus and benefits package.