Relationship Manager - Scotland in Inverkeithing - CV-Library

Relationship Manager

Scotland

Office: Dunfernline full-time

The Role:

* Supporting clients during the life of the facility taking ownership and the lead for management of own portfolios.

* Management of the Portfolio Executive to ensure that all day-to-day administrative tasks are dealt with in a timely and efficient manner.

* Nurture and protect clients identified with clear action plans for generating new business and managing risk.

* Work closely with the BD team to successfully onboard clients, assisting with the pay out of facilities with solicitors.

The Responsibilities:

* Ensure that all portfolio reviews are dealt with in a timely manner.

* Use Power BI with action plans to be formalised 3months prior to a facility expiring.

* Take ownership for the collation of client documentation using the Portfolio Executive as support.

* Supporting the client journey liaising with multiple stakeholders both internal & external e.g., solicitors, accountants, introducers etc ü Ensure payments by DD represent >90% of own portfolio.

* Monitoring and management of risk on own portfolio (financial and general compliance).

* Adopt a right first-time approach to data entry and reporting across the core operating systems and the portal.

* Ensure that there is collaboration with the Portfolio.

* Executive in this area.

* Take the lead in monthly portfolio reviews and have ownership of individual portfolios with specific focus around the nurture and protect process.

* Promptly report any red flags or EWI's and use of dynamic risk ratings.

* Ability to capture buildings insurance documents, monitoring expiry dates and engaging clients in renewals on own portfolio.

* Take the lead with the management of the Portfolio Executive.

The Skills:

* Always providing an excellent standard of customer service.

* Maintain our reputation for speed of service whilst delivering excellent customer support.

* Develop and nurture internal & external stakeholder relationships.

* To show awareness of the risks relating to the products and loans on the portfolio.

* Striving for the best in everything you do – for yourself and the business.

* Process improvement suggestion and project participation.

* Team player – working collaboratively across the business