Account Management Executive - Public Sector in Northampton

Purpose of the role: To establish and nurture profitable relationships with both corporate and individual clients. It is the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long‑term success.

Accountabilities:

• Manage client relationships to identify the client's financial goals, challenges, and risk tolerance.
• Support analysis of data obtained from various sources, including investment portfolios and cash flow, to identify trends, insights, areas for improvement and additional services.
• Research and understand the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
• Communicate the value proposition of proposed solutions, justify recommendations, and negotiate terms that benefit both the client and the bank.
• Provide guidance to clients to support their financial decisions, offering expert investment advice, risk management, and wealth management strategies, and updates on market trends.
• Assess financial, legal, and operational risks associated with client relationships and implement measures to minimise potential losses.
• Document all client interactions, transactions, and agreements to ensure transparency and auditability and to support product development and the overall bank strategy.
• Monitor client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Analyst Expectations:

• Perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Develop in‑depth technical knowledge and expertise in the assigned area.
• Lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
• If the position has leadership responsibilities, demonstrate the four LEAD behaviours: Listen, Energise, Align, and Develop. For an individual contributor, develop technical expertise and act as an advisor where appropriate.
• Take responsibility for end results of a team’s operational processing, manage risk, strengthen controls, and ensure compliance with relevant rules, regulations, and codes of conduct.
• Maintain and continually build an understanding of how the sub‑function integrates with the wider function, knowledge of products, services, and processes, and demonstrate how areas coordinate to achieve organisational objectives.

Key Competencies:

• Ensure operational excellence, risk and control integrity, and stakeholder engagement within a regulated environment.

Desirable Skills:

• Experience managing or supporting corporate client relationships.
• Exposure to sales activities, including identifying and progressing opportunities.
• Understanding of public sector organisations and their financial needs.
• Familiarity with financial products, services or account management processes.

This role is based in Northampton. It offers an opportunity to build expertise in public sector banking while developing commercial awareness and stakeholder networks.