Talent Acquisition Partner at Unity Trust Bank
OUR VALUES
Unity is a bank with a difference. For over 40 years, Unity has supported businesses, communities and organisations that share its values in wanting to contribute to positive economic, social and environmental change. We operate throughout the UK, with offices in Birmingham, London and Manchester.
With the appointment of a new CEO comes the renewed purpose to help create a better society, not just maximise profit. Unity’s focus on its customers, employees, and the communities it serves is what sets it apart and allows it to deliver on the bank’s ‘Double Bottom Line’ strategy through community growth, health and welfare and ED&I.
We are searching for a Relationship Support Officer
The Role:
The successful person will become an integral member of the Relationship Support Officers team; delivering a full support service to the Relationship Management population and customers within their portfolios.
Key Responsibilities:
* To provide effective and efficient support to Relationship Managers and customers in respect of all facilities and services in line with Service Level Agreement standards.
* Broaden and deepen customer relationships within the RM portfolios to optimise income earning opportunities and customer satisfaction.
* To fully understand the range of Unity products and services, how they work, and for which customers they might be suitable.
* Provide support to the Relationship Managers in managing credit exposures within the portfolio to ensure timely identification and mitigation of key risks.
* Support the Relationship Managers in developing quality new to Unity business, both lending and non-lending, that aligns with the UN SDGs and Unity’s values.
* To analyse and interpret customer’s financial information and prepare, where required, lending proposals for submission to Credit Underwriting.
* Be accountable for the AML/KYC requirements associated with RM managed customers.
* Liaise effectively with Connect to achieve seamless account opening and servicing fulfillment for the customer and to deliver excellent customer service.
* Lead engagement for Valuers and manage the valuation process for Relationship Managers.
* Support the Regional Director with administration and adhoc tasks.
* Proactively recommend opportunities to develop business and improve customer satisfaction as new products and services emerge in line with business strategy.
The Person:
Knowledge requirements
* Operational knowledge of bank processes and key regulatory/legal issues (E)
* Banking technology, payment systems and processes, telephony etc (E)
* Numeracy (E)
* Excellent planning and organising skills (E)
* Must be customer centric and deliver high quality customer service (E)
* Experience of working with Business/Commercial/Corporate customers (E)
* Excellent communication and interpersonal skills (E)
* Knowledge of Facility Letters (D)
* Knowledge of Security documents (D)
* Understanding and interpretation of financial information (E)
* Time management (E)
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Customer Service, Administrative, and Finance
Industries
Banking
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