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Bibby Financial Services logoBibby Financial Services

Invoice Finance Relationship Manager

Skills
Attention To DetailBusiness Relationship ManagementCredit ControlCredit ManagementCustomer ServiceFinancial UnderstandingIdentifying New Opportunities
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 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

Nice to have

  • 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

Day to day

  • 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.