At a Glance
- Tasks: Support Partnerships Managers in onboarding clients and enhancing customer satisfaction.
- Company: Join Allica Bank, the UK's fastest-growing fintech firm focused on SMEs.
- Benefits: Enjoy flexible working, social activities, and comprehensive health cover.
- Other info: Diverse workplace with opportunities for personal and professional growth.
- Why this job: Gain valuable experience and training to advance your career in a dynamic environment.
- Qualifications: Strong communication skills and a passion for customer service are essential.
The predicted salary is between 40000 - 50000 £ per year.
About Allica Bank
Allica is the UK's fastest growing company - and the fastest-growing financial technology (Fintech) firm ever.
Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech.
Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.
Purpose of Role
Purpose of Role Finding effective ways of generating new business is critical to our continued growth.
One way is through partnerships with third-parties who refer their SME clients to Allica on an ongoing basis based on mutual trust.
Our Partnerships Sales Team work with trusted advisors to established SMEs, in particular their Accountants.
As a Partnerships Associate you will work closely with the Partnerships Managers.
You will provide operational support in all aspects of the Partnerships Managers role to (i) enhance customer / accountant partner satisfaction, (ii) ensure sales / growth targets are surpassed specifically focused on our Business Rewards Account by allowing our Partnerships Managers to focus more of their time on building accountant referral relationships (iii) gain on the job training, coaching and development to become our future Partnerships Sales Managers or take on other roles across the bank.
- Principal Accountabilities
- Client Onboarding Support the Partnerships Managers and National Key Account Managers with the client referrals.
Support the client onboarding process, including gathering client information, communicating with our KYC team, replying to Request For Information (RFI) requests.
Providing professional, efficient and approachable communication with the client at each stage of the process.
Support the Partnerships Managers and National Key Account Managers with securing the initial deposits and funding of client accounts.
- Customer
Service: Being the first point of contact for responding and resolving to customer queries and requests for help from accountant partners via email and phone.
Work with the customer service team to resolve customer service tasks and manage escalation where needed.
- CRM Management Update and manage Hub Spot to ensure accurate customer data, prospect tracking and accurate sales pipeline information.
- Prospecting After completion of our sales training program the Associate will prospect to new small-medium accountancy firms to uncover opportunities for the Partnership Sales Managers.
Lead the communication and follow up of accounting firms who come through our website enquiry form.
Lead the prospecting, communication and follow up process of accounting leads who come through paid marketing campaigns eg.
Events and webinars.
Working with our Marketing Team to lead the communication process for targeted re-nurture campaigns.
Manage the inbound phone calls our team receives from accountants.
After completion of our sales training program the Associate will work with a portfolio of sole practitioner and small accountancy firms.
Developing and enhancing their account management skills.
- Personal Attributes & Experience
- You will have excellent interpersonal skills and evidence of sales and account management outperformance in similar roles through earning partner, customer and colleague trust.
- You will have a proven track record of delivering an excellent customer experience.
- You will have strong communication, organisation, administrative and CRM skills.
- You will demonstrate the ability to work collaboratively with multiple stakeholders to deliver a good outcome for our customers, colleagues, and company.
- You have the desire to learn, develop and progress your career within Allica Bank.
- Working at Allica Bank
At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.
Our employees are at the heart of everything we do, so our benefits are designed with you in mind:
- Full onboarding support and continued development opportunities
- Options for flexible working
- Regular social activities
- Pension contributions
- Discretionary bonus scheme
- Private health cover
- Life assurance
- Family friendly policies including enhanced Maternity & Paternity leave
Don't tick every box?
Don't worry if you don't have all the skills or requirements listed on the job description.
If you think you'll be a good fit, we'd still love to hear from you!
Flexible working
We know the '9-to-5' isn't right for everyone.
That's why Allica Bank is fully committed to flexible and hybrid working.
Please let us know what is best for you and, if we can, we will do our best to accommodate.
Diversity
We're a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles.
Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.
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Partnership Associate employer: Doist
Brink's is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to drive global commercial strategies in the ATM lifecycle solutions sector. With a strong focus on professional development and growth opportunities, employees are encouraged to expand their skills while contributing to sustainable growth and operational excellence. Located in a dynamic environment, Brink's offers unique advantages such as a diverse team and the chance to build long-term partnerships with global customers, making it a rewarding place to advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land Partnership Associate
✨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 Doist. 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 Partnership Associate
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 Doist.
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 Doist'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 Doist
✨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 Doist.
✨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 Doist 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 Doist 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.
