Associate Relationship Manager - South West
Core
Manage a portfolio of established SME customers, delivering lending, deposits, and working capital facilities while building deep local relationships.
Role type
Associate Relationship Manager (SME Banking)
Builds
Lending products, current accounts, savings, asset finance, and working capital facilities 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 organization
Preferred skills
Experience with AI tools in a business environment
Technologies
CRM tools, internal Allica systems
Responsibilities
Manage a portfolio of SME customers delivering outstanding customer service; Deliver against commercial targets including lending and new customer acquisition; Build a trusted external network with SME advisers; Ensure risk is managed effectively on the portfolio; Work closely with a Senior Relationship Manager on personal development; Take an active role in new business campaigns and cold calling; Support event organization and follow-up activity; Maintain accurate CRM records and portfolio activity.
Seniority
Junior, hands-on IC