Remote Invoice Finance Relationship Manager Job in UK Bibby Financial Services

Who you are

• Managing a portfolio of clients
• Customer Service experience
• Risk management in a financial services environment
• Excellent attention to detail
• Time management
• Relationship management
• Financial understanding
• UK ABFA Certificate
• Full driving licence
• IT skills/familiarity with CRM and risk management systems

Desirables

• Managing a portfolio of clients
• Customer Service experience
• Risk management in a financial services environment
• Excellent attention to detail
• Time management
• Relationship management
• Financial understanding
• UK ABFA Certificate
• Full driving licence
• IT skills/familiarity with CRM and risk management systems

What the job involves

• Manage the client portfolio through periodic reviews, analysis of Management Information and compliance with client operating conditions.
• Effectively manage Risk in accordance with the BFS Global Risk Framework.
• Obtain all documentation from clients to fulfill operating conditions.
• Review all documentation obtained to ensure full understanding of clients risk profile.
• Manage excellent client service by good communication with Credit Control/Service Centre and Relationship Executive.
• Seek new opportunities for BFS by proactively managing the client relationship.
• Ensure the meeting of client needs by good communication via email, face to face, telephone etc.
• Ensure an excellent onboarding experience for the client by adhering to the BFS Onboarding Process.
• Develop and maintain own network of business connections in the local area to enhance BFS reputation and opportunity identification.
• 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.