CareerPlan

Associate Relationship Manager - Midlands

Birmingham, England, GBFull-time2026-11-06 → 2026-11-10

Core

Manage a portfolio of established SME customers, delivering lending, current accounts, savings, and asset finance while building deep local relationships.

Role type

Associate Relationship Manager (SME Banking)

Builds

Lending facilities, deposit accounts, and working capital solutions for established SMEs

Domain

Financial Services / SME Banking

Required skills

B2B sales, account management, SME banking, commercial lending, financial analysis, CRM management, risk management, cold calling, event engagement

Preferred skills

AI tools usage, experience in financial services, understanding of business accounts

Responsibilities

Manage a portfolio of SME customers delivering outstanding customer service, deliver against commercial targets including lending and deposit acquisition, build a trusted external network with SME advisers, ensure risk is managed effectively on the portfolio, support a Senior Relationship Manager in their development, take an active role in new business campaigns including cold calling, maintain accurate CRM records

Seniority

Junior, hands-on IC