At a Glance
- Tasks: Assist in managing client portfolios and support the Relationship Manager with various tasks.
- Company: Join a dynamic financial institution in London focused on client relationships.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to grow within a collaborative and fast-paced banking environment.
- Why this job: Make a real difference in client relationships while developing your financial skills.
- Qualifications: Strong communication skills and a basic understanding of financial analysis required.
The predicted salary is between 30000 - 40000 £ per year.
The Relationship Support Officer (RSO) is primarily responsible for assisting the Branch or Relationship Manager in effective client portfolio management. Strong communication skills and the confidence to manage frequent client contact is a key requirement.
Key responsibilities include:
- Credit Proposal Processing: Prepare various types of proposals for credit facilities, ensure proposals go through a full balance sheet, income statement and cash flow analysis, and scrutiny of all documents, accounts payment history, etc.
- Relationship Facilitation & Service: Follow a structured process as assigned by RM/SRM to service existing customers. May visit the customer with/without RM and write the call report. Resolve client queries without further escalation and respond promptly to emails and telephone calls.
- Analysis/Documentation Support: Maintain the validity of accounts, monitor receipt of payments from customers and documentation of their facilities. Monitor all accounts in terms 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 and propose renewal of limits. Maintain insurance policies, stock reports, etc.
Skills:
- Financial analysis
- Credit writing skills
- Working level general understanding of legal documentation, property insurance documents and valuation reports
- Computer literate with working knowledge of word processing and database software as well as competent in internet usage
- Strong verbal and written communication skills
- Preferably bilingual (English and Urdu and/or Punjabi)
- Willing team player
- Knowledge of banking operations and regulations
Relationship Support Officer. Job in London LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
At LilyLifestyle, we pride ourselves on being an exceptional employer, offering a dynamic work environment in the heart of London. Our culture fosters collaboration and professional growth, providing employees with ample opportunities to develop their skills and advance their careers. With a strong focus on employee well-being and a commitment to diversity, we ensure that our team feels valued and empowered to make a meaningful impact in their roles.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Support Officer. Job in London LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the banking and finance sector. Let them know you're on the lookout for a Relationship Support Officer role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Brush up on your financial analysis skills and be ready to discuss credit proposal processing. We recommend practising common interview questions related to client management and communication, so you can showcase your strengths confidently.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in the interviewer's mind. Plus, it’s a great chance to reiterate why you’re the perfect fit for the Relationship Support Officer position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect match for you. Keep an eye on our listings and make sure your application stands out by tailoring it to the specific role you’re interested in.
We think you need these skills to ace Relationship Support Officer. Job in London LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Relationship Support Officer role. Highlight your experience in client management, financial analysis, and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills align with what we’re looking for. Keep it concise but impactful – we love a good story!
Show Off Your Communication Skills:Since strong communication is key for this role, make sure your written application reflects that. Use clear language, check for typos, and ensure your points are well-structured. We appreciate clarity and professionalism!
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. Plus, it’s super easy – just follow the prompts and you’ll be set!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Numbers
As a Relationship Support Officer, you'll be dealing with financial analysis and credit proposals. Brush up on your understanding of balance sheets, income statements, and cash flow analysis. Be ready to discuss how you've used these skills in past roles or how you would approach them in this position.
✨Communication is Key
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and confidently. Think about examples where you've successfully resolved client queries or facilitated relationships, as these will showcase your ability to manage frequent client contact effectively.
✨Familiarise Yourself with Regulations
Understanding the Certification Regime and banking operations is crucial. Do some research on relevant regulations and be prepared to discuss how they impact the role of an RSO. This shows that you're not just interested in the job but also in the industry as a whole.
✨Show Your Team Spirit
Being a willing team player is highlighted in the job description. Think of examples where you've collaborated with others to achieve a common goal. During the interview, express your enthusiasm for working alongside the Branch Manager and Operations Staff to enhance client service.
