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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