Associate Relationship Manager - Midlands
Core
Manage a portfolio of established SME customers, delivering lending, current accounts, savings, and asset finance while building deep local relationships and managing risk.
Role type
Associate Relationship Manager (SME Banking)
Builds
Lending facilities, deposit accounts, and asset finance products 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 or relationship-led environments
Responsibilities
Manage a portfolio of SME customers delivering outstanding customer service and building trusting relationships; Deliver against commercial targets including lending and new customer/deposit acquisition; Build a trusted external network with SME advisers and the wider business community; Ensure risk is managed effectively on the portfolio; Work closely with a Senior Relationship Manager to support their development; Take an active role in new business campaigns including attending events and cold calling; Maintain accurate CRM records and follow-up discipline.
Seniority
Junior, hands-on IC