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Bibby Financial Services are growing, and we’re looking for a Relationship Executive to join our Manchester Team. The Relationship Executive will ensure that clients are funded on a daily basis; referring and informing funding decisions to the appropriate sanctioning authority managing of the client portfolio through periodic reviews and compliance with client operating conditions. You will liaise with clients to ensure full funding on a daily basis and accurate processing of client payments to deadlines with the aim to prolong client life through excellent client service and building relationships to identify and maintain appropriate exit strategies for each client.
Job Responsibility
Accurate processing of client payments to deadlines
Ensuring daily payments are made in full, promptly & within the agreed risk parameters
To seek new opportunities for BFS by proactively managing the client relationship
Communicate well with clients to ensure their needs are met
Ensuring that clients are funded on a daily basis referring and informing funding decisions to the appropriate sanctioning authority
Close co-operation with Credit Control and Data Processing to ensure the debtor base is fundable
Any other duties or projects commensurate with the level of responsibility of this role, for which the role holder has the necessary experience and/or training
Requirements
Experience of managing a portfolio of clients
Customer Service experience
Being able to understand and identify the needs of the client
Good organisation & time management
Understanding Risk in a financial service environment
Excellent communication
What we offer
25 days' holiday plus bank holidays, increasing with service, with buy/sell options
Performance Bonus
Private healthcare for you and your family
Company pension scheme
Flexible benefits (gym membership, tech, health assessments and more)