Aimee Willow Connex Ltd

Relationship Manager Leeds - Garforth Hybrid Working Salary: 35k OTE 55K The Relationship Manager will be acting as a point of contact for our appointed representative network, dealing with enquiries and packaging and structuring opportunities to present to our lender panel. From obtaining approval, the Relationship Manager will be responsible for managing the deal through to drawdown, liaising with the client, the AR and the lender. Responsibilities include Structuring and executing lending transactions for asset finance, property finance and unsecured loan business Answering general enquiries from our appointed representative network Regular dialogue with lender panel to develop and cultivate relationships Regular internal meetings to refine and enhance product knowledge Managing own pipeline of enquiry and lending cases Attending internal operational forums Support the network through upskilling of the introducers on deal structuring Sourcing direct deals to be worked in-house Requirements A minimum of 2 years experience working in a banking or brokerage environment Credit Analysis skills Excellent customer service skills Previous experience of managing a client portfolio Experience of using a CRM system to manage a deal pipeline Strong organisational skills Working knowledge of the unsecured loan market (for ltd companies) Ability to work to targets Ability to work under pressure Desirable Existing network of 3rd party introducers / suppliers Demonstrable experience of utilising a network to create and manage a commercial finance deal pipeline

You would be working for a Business News Company, focusing on selling their profile directory and digital advertising solutions Offering fully remote working! With the majority warm leads! Key responsibilities include: Calling through contacts on the database from clients who have attended their events, already have an editorial or are subscribers etc Selling their online profiles Responsible for uploading data, setting up trackers. Targeting decision makers, CEOs, marketing etc Changing/ replacing online profiles. Ideally selling to 2 clients per day. Calling through contacts on the database Selling their digital advertising solutions Maintaining records Processing renewals Sales negotiation.

You will need to develop a deep understanding of the asset finance businesses, products and processes. You'll use your exceptional interpersonal skills to deliver good customer outcomes ensuring alignment to divisional objectives. An inquisitive nature, strong initiative, problem solving skills and a customer-first approach are key to success in this role. RESPONSIBILITIES Customer: Mitigate losses to the bank through early engagement with customers in financial difficulty and deployment of appropriate collections and recoveries strategies Confidentially and empathetically communicate with customers through channels including telephone, post and email Understand customer circumstances through appropriate techniques, including structured questioning and use of income and expenditure analysis Provide clear explanations of repayment options and independent sources of debt advice to empower customers to make informed decisions Identify and respond to customer vulnerability ensuring an appropriate level of care, seeking additional support where needed. Policies & Procedures: Apply the Collections and Recoveries Standards, and associated procedures, to all customer dealings Identify and log customer dissatisfaction in an appropriate and professional manner whilst adhering to complaints/escalation process Escalate complex queries or situations that cannot be resolved at first instance Identify improvements to enhance customer and/or Bank outcomes Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required Requirements Prior experience in collections/recoveries, ideally in relation to lending products Experience with vulnerable customers Exceptional communication and interpersonal skills Excellent analytical skills, with the ability to assess customer circumstances and identify appropriate strategies, applying judgement and decision making skills The ability to demonstrate emotional intelligence, resilience and empathy Strong teamwork skills, able to collaborate effectively while maintaining individual workload in a fast paced environment Not Essential: Deliver excellent customer service via previous customer facing roles with excellent and professional telephony skills Knowledge of collections and recoveries regulatory requirements and industry standards Proficiency in Alfa Financial Software