Invoice Finance Relationship Manager
Skills
Attention To DetailBusiness Relationship ManagementCredit ControlCredit ManagementCustomer ServiceFinancial UnderstandingIdentifying New Opportunities
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.