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- Tasks: Manage a portfolio of invoice discounting clients and ensure high-quality service.
- Company: Join a well-established team at CBCRS, known for its strong client relationships.
- Benefits: Enjoy career prospects, training opportunities, and a supportive work environment.
- Why this job: This role offers a chance to develop skills while making a real impact on client success.
- Qualifications: A good technical background is essential; experience in finance is a plus.
- Other info: Contact Mark Lyons at mlyons@cbcrs.co.uk or call 07790808904 to apply.
The predicted salary is between 28800 - 48000 £ per year.
An exciting opportunity has arisen within a well-established team for someone to manage a portfolio of invoice discounting clients. The successful candidate will have a good technical background, as you will manage a portfolio of key clients, ensuring the provision of high-quality service and associated financing at an appropriate fee structure while maintaining the security of the finance made available.
You will be responsible for:
- Undertaking visits to existing clients when needed, in accordance with company guidelines and as relationship or security issues demand.
- Negotiating changes in terms and conditions with clients and their advisors, in accordance with company guidelines, and as relationship or security issues demand.
- Monitoring clients with respect to legal documentation and financial covenants, ensuring compliance with Credits Committee requirements and administration of the facility thereafter.
- Recommending and implementing solutions to any financial or administrative problems regarding clients.
- Making prepayments to clients in accordance with approvals and procedures.
- Ensuring clients receive an appropriate level of service to maximize client retention.
- Attending and participating in training, both internal and external, as required.
- Performing any other duties as allocated by the Directors from time to time.
- Monitoring client security, maintaining and analyzing financial statements.
This is a fantastic opportunity for someone looking for a career with prospects.
Relationship Manager – Invoice Discounting – Yorkshire – Northeast – CBCRS employer: Business Money Promotions Ltd
Contact Detail:
Business Money Promotions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager – Invoice Discounting – Yorkshire – Northeast – CBCRS
✨Tip Number 1
Familiarise yourself with the invoice discounting process and the specific needs of clients in this sector. Understanding the nuances of financial covenants and legal documentation will give you an edge during interviews.
✨Tip Number 2
Network with professionals in the finance and invoice discounting industry. Attend relevant events or webinars to connect with potential colleagues and learn more about the challenges they face, which can help you tailor your approach.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and resolving financial issues. Be ready to provide examples of how you've successfully navigated similar situations in the past, as this will demonstrate your capability for the role.
✨Tip Number 4
Research CBCRS and their approach to client management. Understanding their values and service standards will allow you to align your responses during the interview, showing that you're a great fit for their team.
We think you need these skills to ace Relationship Manager – Invoice Discounting – Yorkshire – Northeast – CBCRS
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing client portfolios, particularly in invoice discounting. Use specific examples that demonstrate your ability to provide high-quality service and manage financial documentation.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Emphasise your technical background and any experience you have with negotiating terms and conditions or monitoring compliance.
Showcase Your Client Management Skills: In your application, include examples of how you've successfully managed client relationships in the past. Highlight any strategies you've used to maximise client retention and resolve financial or administrative issues.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial for a role that involves monitoring legal documentation and financial covenants.
How to prepare for a job interview at Business Money Promotions Ltd
✨Understand the Role
Make sure you have a solid grasp of what a Relationship Manager in Invoice Discounting does. Familiarise yourself with the key responsibilities, such as managing client portfolios and ensuring compliance with financial covenants.
✨Prepare for Client Scenarios
Think about potential scenarios you might face with clients, such as negotiating terms or addressing financial issues. Be ready to discuss how you would handle these situations effectively.
✨Showcase Your Technical Knowledge
Since a good technical background is essential, be prepared to discuss your experience with financial documentation and analysis. Highlight any relevant qualifications or training that demonstrate your expertise.
✨Emphasise Client Retention Strategies
Discuss your approach to maintaining strong client relationships and maximising retention. Share examples of how you've successfully provided high-quality service in previous roles.
