Senior Relationship Manager – Financial Services Expert
2 weeks ago
**Company Overview:**
CBC Recruitment Solutions is a niche financial services provider, part of a large UK banking group. We specialise in providing funding solutions to businesses within sectors such as medical, veterinary, accountancy, legal, dentistry and more.
We are currently recruiting for a Senior Relationship Manager to join our team based close to Kilmarnock.
The successful candidate will process new transactions across key accounts, optimising and building on those valuable existing relationships. Working closely with the Business Development and Customer Relationship teams, you will also assist with the administration around new business and other initiatives.
**Job Description:**
- Build and maintain relationships with existing customers via telephone, emails and on occasional face-to-face meetings.
- Assist the Business Development team with the administration on transactions as required, including Salesforce and Originate data entry, working on proposals, generating paperwork, liaising with the customer and supplier.
- Making accurate, rapid quotations and providing customers with relevant information to assist with closing deals.
- Proactively work with introducers, acting as the initial contact on new proposals for new and existing customers.
**Required Skills and Qualifications:**
- Able to build effective working relationships both inside and outside the business.
- Well-organised with a strong attention to detail.
- Possess excellent problem-solving skills.
- Experience in a similar relationship management/account management role within financial services (ideally asset finance or banking) would be a distinct advantage.
**Benefits:**
The role offers a hybrid working model after training and probation, allowing you to balance work and personal life effectively.
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