At a Glance
- Tasks: Support Relationship Managers in managing client portfolios and ensuring excellent service.
- Company: Join Ultimate Finance, a specialist lender focused on flexibility and real-world problem solving.
- Benefits: Enjoy hybrid work options, competitive salary, and a supportive team environment.
- Other info: Be part of a dynamic team with opportunities for growth and development.
- Why this job: Make a real impact by helping businesses access the funding they need.
- Qualifications: Customer service experience and strong communication skills are essential.
The predicted salary is between 40000 - 50000 £ per year.
POSITION: Assistant Relationship Manager
DEPARTMENT: Ultimate Invoice Finance - Operations
RESPONSIBLE TO: Head of Relationship Support
LOCATION: Bristol. Hybrid and flexible work options available.
Why choose Ultimate Finance? At Ultimate Finance, we back ambition - properly. We're a specialist lender built for pace, flexibility and real-world problem solving, helping businesses access funding that fits how they work. You'll join a team of approachable experts who move quickly, speak clearly and take pride in doing the right thing for customers and partners. We trust people to take ownership, with supportive leaders and experienced teammates on hand. With 20+ years experience and over £17bn funded, we're growing - and we're looking for people who want to do work that matters.
About the team: Our Assistant Relationship Management team keeps things running smoothly for our Invoice Finance clients and Relationship Managers. They handle day-to-day requests, keep records accurate and make sure customers get quick, dependable support. Working closely with colleagues across relationship management, risk and operations, they find practical solutions, communicate clearly and help clients access the funding they need - with the right controls in place. It's operational excellence, delivered with a customer-first mindset, that helps keep business moving.
About the role: To work as part of our existing Assistant Relationship Team (ARM) to support the Relationship Managers in all aspects of managing a portfolio of clients; including risk control, service level assurance and procedural compliance. We expect you to demonstrate our core values of Decency, Enterprise and Brilliance at all times. Your priorities would be to provide a great service, whilst focusing on ledger performance, utilising Risk Factor and exception reporting to identify and investigate any anomalies.
KEY RESPONSIBILITIES:
- Assist Relationship Managers (RMs) in managing client portfolios, ensuring smooth onboarding and excellent service.
- Maintain proactive communication with clients to resolve queries and support facility amendments.
- Help RMs achieve client engagement goals, including Open Banking connectivity and risk factor reviews.
- Daily review and update of debtor credit limits and concentration limits.
- Ensure timely completion of verification processes with proper documentation.
- Process payments, overpayments, credit notes, refunds, and reassignments within authority levels.
- Maintain accurate CRM records leaving no tasks overdue by month-end.
- Complete Anti Money Laundering and Identity Verification checks within seven days.
- Regularly review and maintain risk factor schedules.
- Work closely with the Debtor Protection team to monitor internal DP limits and track external DP limits and Premiums Paid.
- Support our compliance team.
- Keep trackers and logs updated for complaints and financial disbursements.
- Ensure all mandatory training is completed on time.
- Participate in process improvement initiatives and cross-departmental projects.
- Demonstrate the use of AI to assist with day-to-day tasks.
CHARACTERISTICS & BEHAVIOURS:
- Strong communicator
- Ability to problem solve
- Self-motivated
- Team player
- Committed & confident
- Adaptable
- Values driven
- Organised
- Customer focussed & people centric
- Proactive
- Approachable
- Good time management
KEY SKILLS & KNOWLEDGE:
- Experience in a fast-paced professional environment
- Customer service experience
- Good communication skills
- Strong attention to detail and adherence to compliance standards.
- Ability to work collaboratively with RMs and other teams.
- Proactive approach to problem-solving and client engagement.
- Demonstrate company values (Decency, Enterprise, Brilliance)
- Understanding of invoice and trade finance (preferable)
Please note that if you are successful in receiving an offer of employment from Ultimate Finance, your employment will be conditional upon satisfactory completion of a Disclosure and Barring Service (DBS) check. We use a third party provider to conduct the check on our behalf. We kindly ask not to be contacted by recruitment agencies, thank you.
Assistant Relationship Manager in Bristol employer: All The Top Bananas
My Four Wheels is an exceptional employer, offering a rewarding career as a Trainee Driving Instructor with flexible working hours and the potential to earn up to £50,000+ annually. With comprehensive training provided through our new Training Academy, employees benefit from ongoing support and resources, ensuring a fulfilling journey towards becoming a qualified instructor while enjoying the satisfaction of teaching locally in Westfield, Surrey.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Relationship Manager in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like All The Top Bananas. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Assistant Relationship Manager in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to All The Top Bananas.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on All The Top Bananas's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at All The Top Bananas
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with All The Top Bananas.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at All The Top Bananas will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former All The Top Bananas employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
