At a Glance
- Tasks: Manage client portfolios and deliver exceptional customer service while ensuring strong risk management.
- Company: Join Cynergy Bank, the UK's innovative human digital bank.
- Benefits: Enjoy a competitive salary, hybrid working, and comprehensive benefits.
- Why this job: Make a real impact in the Asset Based Lending industry with growth opportunities.
- Qualifications: Experience in a Relationship Executive role and strong communication skills required.
- Other info: Be part of a diverse team committed to innovation and customer satisfaction.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Shape the future of client service and risk management at Cynergy Business Finance. Join us as a Relationship Executive and make a real impact by helping ambitious businesses and individuals achieve their goals through our award-winning human digital banking model.
What’s the opportunity?
As a key member of the Cynergy Business Finance Operations team, you will act as the primary day‑to‑day contact for a portfolio of clients. You’ll deliver outstanding customer service while ensuring strong risk management across ledger administration, reconciliations, and collateral oversight. You’ll also support client onboarding and help maintain high‑quality operational processes. This is an excellent role for someone looking to progress in the Asset Based Lending industry within a fast‑paced challenger bank.
Where You will Work
You will enjoy hybrid working, with 3 days in our Manchester office and 2 days from home.
Why Join Us?
- Impact: Your work will directly influence client satisfaction, portfolio stability, and operational performance.
- Growth: A culture that champions curiosity, innovation, and personal growth at every stage.
- Flexibility: A culture that values work-life balance, supported by our hybrid working model.
- Rewards: Recognition for your skills and contribution, including annual bonus opportunities and a comprehensive benefits package.
How You Will Make An Impact
- Manage a portfolio of clients, understanding their businesses and debtor relationships.
- Administer ledgers, payment requests, and monthly management information in line with policy.
- Proactively resolve issues arising from month‑end reconciliations.
- Oversee daily balancing of the operating system and process client payments.
- Support onboarding of new clients and maintain accurate records.
- Provide timely feedback and reporting to the Head of Portfolio Management and Relationship Managers.
- Deliver high‑quality service and ensure strong control over funded collateral.
- Understand and promote CBF and wider bank products, identifying and acting on sales opportunities.
- Adhere to AML requirements and maintain vigilance regarding customer and debtor conduct.
What You Will Bring
- Previous experience in a Relationship Executive role within the Asset Based Lending industry.
- Strong risk management, analytical and problem‑solving skills.
- Excellent communication and relationship‑building skills.
- Working knowledge of Dancerace or Risk Factor.
- Proficiency in Microsoft Word and Excel.
- Customer‑centric mindset, attention to detail, and proactive approach.
How We Will Support You
At Cynergy Bank, we are committed to your wellbeing and success. We know everyone’s needs are different, so our benefits are designed to support you at every stage of your career and life. Here is a snapshot of what we offer:
- A salary and bonus package designed to recognise your skills and contribution.
- 25 – 30 days holiday (with the option to buy 10 more).
- Award-winning pension savings scheme.
- Healthcare, life assurance, and income protection.
- Hybrid working.
- Training and development opportunities.
- Plus, a range of extras including lifestyle discounts, recognition awards, and volunteering initiatives, all designed to keep you supported and thriving.
Who Are We?
Cynergy Bank is the UK’s human digital bank, combining personal service with smart technology to help ambitious businesses and individuals achieve their goals. We know that professional and personal lives often overlap, so our mission is to support customers in all their interdependent banking needs. Since 2018, we have lent over £4bn to scaling businesses and partnered with leading firms to deliver the future of banking. Named Bank of the Year 2025 by MoneyAge, we are recognised for our commitment to customers, innovation, and tailored solutions.
This advert covers the main responsibilities and requirements. A full job description will be shared with shortlisted candidates. If you don’t meet every requirement, we still encourage you to apply as we value potential as much as experience. At Cynergy Bank, we use anonymous screening at the first stage of recruitment, ensuring every application is reviewed fairly, based on skills and experience alone. The closing date for applications is Friday 13 February 2026. Please note, we may close the advert early if we receive a high volume of applications. Apply now to help shape the future of human digital banking at Cynergy Bank.
Relationship Excecutive - Cynergy Business Finance in Manchester employer: Cynergy Bank
Contact Detail:
Cynergy Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Excecutive - Cynergy Business Finance in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the Asset Based Lending industry and let them know you're on the lookout for opportunities. A friendly chat can lead to valuable insights or even a referral.
✨Tip Number 2
Prepare for interviews by researching Cynergy Business Finance inside out. Understand their values, products, and recent news. This will help you tailor your responses and show that you're genuinely interested in making an impact.
✨Tip Number 3
Practice your communication skills! As a Relationship Executive, you'll need to build strong relationships. Role-play common interview scenarios with a friend to boost your confidence and refine your approach.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the Cynergy team and shaping the future of client service.
We think you need these skills to ace Relationship Excecutive - Cynergy Business Finance in Manchester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Relationship Executive role. Highlight your experience in the Asset Based Lending industry and how it aligns with our values at Cynergy Bank.
Showcase Your Skills: We want to see your strong risk management and analytical skills shine through. Use specific examples from your past roles to demonstrate how you've successfully managed client relationships and resolved issues.
Be Personable: Remember, we’re looking for someone with excellent communication and relationship-building skills. Let your personality come through in your application – we love a good story that shows your customer-centric mindset!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity at Cynergy Bank.
How to prepare for a job interview at Cynergy Bank
✨Know Your Clients
Before the interview, research Cynergy Business Finance and understand their client base. Familiarise yourself with the types of businesses they work with and think about how you can add value to their portfolio. This will show your genuine interest in the role and help you stand out.
✨Demonstrate Risk Management Skills
Since the role involves strong risk management, prepare examples from your past experience where you've successfully identified and mitigated risks. Be ready to discuss specific situations and the outcomes, as this will highlight your analytical and problem-solving skills.
✨Showcase Communication Skills
As a Relationship Executive, excellent communication is key. Practice articulating your thoughts clearly and confidently. You might even want to role-play common client scenarios with a friend to refine your approach and ensure you can build rapport effectively during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, the challenges they face in client onboarding, or how they measure success in client relationships. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your values.