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Relationship Support Officer Trade Union & CDFI

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360 Resourcing Solutions

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Location:
United Kingdom , Birmingham

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Play a pivotal role at the heart of our Trade Union and CDFIs. You’ll be right at the centre of a portfolio that combines commercial opportunity with meaningful social impact. It’s a chance to build your profile, learn from senior leaders, and influence how we support some of Unity’s longest‑standing and most values‑aligned customers.

Job Responsibility:

  • Deliver first‑class support to Relationship Managers and their customers, meeting and exceeding SLA standards
  • Build and broaden relationships across RM portfolios to maximise customer satisfaction and income opportunities
  • Become a true expert in Unity’s products and services — knowing when and how they add value
  • Monitor and support the management of credit exposures, identifying risks early
  • Contribute to high‑quality new business opportunities aligned with Unity’s values and the UN SDGs
  • Analyse financial information and prepare lending proposals for Credit Underwriting when required
  • Be accountable for AML/KYC responsibilities for RM‑managed clients
  • Partner closely with Unity Experience to ensure seamless onboarding and service delivery
  • Lead the valuation process, liaising with Valuers on behalf of RMs
  • Provide proactive administrative and project support to the Regional Director
  • Spot opportunities for process improvements, new services and better customer experiences
  • Develop deep knowledge of the Trade Union and CDFI sectors and their unique needs
  • Support RMs with conferences, trade shows, and training sessions — both virtually and across the UK

Requirements:

  • A natural relationship‑builder with strong communication skills
  • Organised, detail‑focused and comfortable managing multiple priorities
  • Confident analysing financial information and supporting credit processes
  • Knowledgeable about operational bank processes and key regulatory/legal requirements
  • Familiar with banking technology, payment systems, telephony
  • Curious, proactive and keen to develop in the Trade Union and CDFI sectors

Additional Information:

Job Posted:
March 01, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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