As a Relationship Manager you will support the Relationship Director in the management of a distinct renewable energy and sustainability portfolio. You will take on the responsibility for the administrative and operational aspects, including account opening, KYC/AML / payments, along with checking and processing distribution requests. You will also assist with the identification of opportunities to increase the breadth of the client relationship with the Bank, delivering sustainable income, contributing towards the profit of the division, within the Group's risk principles.
The difference you'll make.
Supporting the origination of new customer relationships (where appropriate) in the renewable energy and sustainability sector via leveraging relationships with sponsors, KBI's & / or existing clients.
Supporting the Relationship Director to produce annual reviews/credit applications for existing clients, to include the extraction and interpretation of relevant financial and operational performance data.
Working alongside and supporting the Relationship Director (and at times the Specialized & Project Finance Team) with all aspects of deal structuring, execution and onboarding of new to bank prospects in line with credit policy and KYC/financial crime procedures.
Giving support to the Relationship Director with the management and monitoring of the client portfolio including daily account excesses, timely receipt of financial information, annual review process, covenant monitoring and flagging potential risks.
Adapting an agile approach, constructively challenges and suggests improvements for processes and systems
Previous Relationship Management skills working across SME, Mid Corporate and/or Large Corporate Clients
An understanding of financial analysis and the ability to read/understand financial information
It would also be nice for you to have.
Knowledge of Financial Crime, AML and KYC processes including client onboarding
Experience using NCino
Effective communicator (excellent verbal and written communication skills) and influencer at all levels both internally and externally
An understanding of Renewable Energy and Sustainability in the Corporate & Commercial Bank, including our products and services offered.
What else you need to know.
This role is currently office based in London, however we offer a Hybrid approach.
If there's anything we can do in the recruitment process to help you achieve your best, get in touch. Whether it's a copy of our application form in another format or additional assistance, we're available through telephone, email, or face to face. You can contact us at email@example.com or call 0870 414 9080.