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For Companies At a Glance
- Tasks: Support Relationship Managers in managing client portfolios and processing credit proposals.
- Company: Prestigious banking brand with nearly 50 years in the UK market.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Join a leading bank and build strong relationships while developing your career in finance.
- Qualifications: Strong communication skills and a passion for client service.
- Other info: Onsite role in Birmingham with excellent growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Our client, a prestigious banking brand who has been situated in the UK for nearly 50 years, is seeking a new Relationship Support individual. This excellent commercial banking brand has strong business lines into residential mortgages, BTL and commercial real estate lending. The role will see you in a front line role supporting Business Relationship Managers and support them in effective client portfolio management.
The bank is located in Birmingham and would see on onsite 5 days per week.
Overview
The role is primarily responsible for assisting the Relationship Managers in effective client portfolio management; strong communication skills and the confidence to manage frequent client contact is a key requirement. You will become familiar with a specific client portfolio, develop an understanding of client requirements, plus knowledge of the Bank's range of products (Corporate/Commercial/SME Banking) The role will provide support in Credit proposal processing, relationship facilitation, analysis/documentation and customer services. A key challenge in this role is to develop an understanding of client requirements, plus help the Branch/RM Foster professional relationships with the Bank's clients.
Credit Proposal Processing
Prepare Various types of proposals for credit facilities, Ensure Cps go through a full balance sheet, income statement and cash flow analysis, Scrutiny of all documents, accounts payment history etc.
Relationship Facilitation & Service
Follow a structured process as assigned by RM/SRM to service existing customer. May visit the customer with/without RM and write the call report, Resolve client query without further escalation. Must respond promptly to emails and telephone calls.
Analysis/Documentation Support
Maintain the validity of accounts, monitoring receipt of payments from customer and documentation of their facilities. Monitor all accounts in term of credit movement, business volumes and control including pending/overdue documents and payments. Follow up for upcoming TR due dates and PAD Retirements. Provide regular updates to SRM on performance of accounts allocated. Propose renewal of limits, Maintain insurance policies, Stock reports etc.
Resource Coordination
Pro-actively work with Branch Operation, Credit, and other function to meet customer requirements as approved by Branch/RM. Act as a reference for inter departmental activities to resolve all client servicing queries
Compensation
The role offers a generous base of £35,000 plus banking benefits and a yearly bonus with yearly salary reviews. Your first year you should earn approx £45,000 total comp, 2nd year £50,000
Relationship Officer - Real Estate Banking employer: MARKET TALENT
Contact Detail:
MARKET TALENT Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Officer - Real Estate Banking
✨Tip Number 1
Get to know the company inside out! Research their values, products, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills align with the role of a Relationship Officer. Highlight your communication skills and experience in client management to make a lasting impression.
✨Tip Number 4
Don’t forget to follow up! After interviews or networking chats, send a quick thank-you note. It shows your enthusiasm and keeps you fresh in their minds as they make decisions.
We think you need these skills to ace Relationship Officer - Real Estate Banking
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Relationship Officer role. Highlight your experience in client management and any relevant banking knowledge. We want to see how you can support our Business Relationship Managers effectively!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about real estate banking and how your skills align with the job. We love seeing genuine enthusiasm for the role!
Showcase Communication Skills: Since strong communication is key, make sure to demonstrate this in your application. Whether it's through your writing style or examples of past experiences, we want to see how you can manage client contact confidently.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can't wait to see what you bring to the table!
How to prepare for a job interview at MARKET TALENT
✨Know Your Client Portfolio
Before the interview, take some time to research the types of clients the bank works with. Familiarise yourself with residential mortgages, BTL, and commercial real estate lending. This will help you demonstrate your understanding of client needs and how you can support the Relationship Managers effectively.
✨Brush Up on Communication Skills
Since strong communication is key for this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or family member, focusing on how you would handle client queries and maintain professional relationships.
✨Understand Credit Proposal Processing
Get a grasp on what credit proposal processing involves. Review basic financial statements like balance sheets and income statements, and be prepared to discuss how you would approach analysing these documents in your role. Showing that you have a foundational knowledge will impress the interviewers.
✨Demonstrate Proactive Problem-Solving
Think of examples from your past experiences where you successfully resolved client issues or improved processes. Be ready to share these stories during the interview to showcase your ability to proactively manage client relationships and support the team effectively.
