Job DescriptionJob Description – Relationship ManagerACCOUNTABILITIESAccountable to: Relationship Manager Team LeaderAccountable for: Client management, risk and serviceLiaison: Clients, debtors, and colleaguesJOB PURPOSEThe relationship manager has ownership of a portfolio of clients, where they will be making decisions, through monitoring the client’s performance whilst providing them a personal service.RESPONSIBILITIESTransaction ProcessingThe relationship manager role is responsible for posting the transactions on their client’s ledgers this includes cash receipts, schedules and payments. All transactions are to be processed accurately and adhere to the internal deadlines.The relationship manager must balance risk and service. They are to ensure the invoices are accurate and collectable while not being detrimental to the client and debtor relationship.Account ManagementThe relationship manager is responsible in ensuring the debt purchased is recoverable. This includes ensuring the invoices and supporting documents are legitimate and the verification is completed as per company requirements.Client service and retention is key to our success, and this is achieved in the main by the Relationship Manager team as they are responsible for the delivery of client service, they are also the main daily contact for the clients. They will deal with client questions, queries and requests. To be a successful relationship manager it is key they understand their client’s business.Service is important but this also needs to be balanced with risk. We monitor risk in various ways, with various tools for their portfolio.BehavioursCommercial decision makerTake ownershipAccountableActive listenerAccurate, diligentExcellent communicationOtherAuthorities as per latest guidelinesTo undertake other duties within the scope of the job, as directed from time to time.Cover team members within different departmentsAttend department and/ or company meetings and training
Relationship Manager – Small Clients – Manchester employer: M2 Professional Recruitment Services
Join one of the UK's fastest growing Challenger Banks as a Regional Sales Director EMEA, where you will thrive in a dynamic work culture that values innovation and collaboration. With a competitive salary of up to £90,000, a bonus scheme, and an excellent benefits package, this role offers significant opportunities for professional growth and development within a supportive environment. Located in the vibrant regions of Hampshire, Surrey, and Sussex, you'll benefit from a strong network of industry professionals, making it an ideal place for ambitious individuals looking to make a meaningful impact in the finance sector.
Contact Details:
M2 Professional Recruitment Services Recruitment Team
