SME Relationship Manager

Job description

Job Purpose

• A member of the SME Team developing and maintaining relationships with a portfolio of Business Banking customers and

connected Personal customers.

• A named point of contact for customers dealing with a range of requests including any calls in Managers' absence and any

overflow of work.

• Assist one or more Managers with product knowledge, sales research, customer relationship development, research into

solutions to meet customer's needs using market and industry information and risk management for the portfolio.

• To ensure compliance and adherence to Barclays Group Policies such as : Financial crime and Anti-money laundering,

politically exposed persons, Financial sanctions and prohibitions, reputational risk policy, Barclays sanctions policy, Barclays

correspondent banking policy and any other appropriate policies'

Key responsibilities

• Develop and maintain own contacts with individuals within customers' organization.

• Co-ordinate introduction to and from other areas of the Barclays Group where appropriate and monitor outcome.

• Assist with development of and revisions to Customer Relationship Plan.

• Monitor level of customer service and satisfaction.

• Develop and maintain links with local business community and support Relationship Management in same activity

• Conduct research to identify potential new customers and maintain database of potential customers.

• Arrange and undertake product presentations where appropriate.

• Develop and maintain contacts with specialists in other branch sectors and other areas of the Group.

• Monitor leads and co-ordinate information for the Relationship Management on overall portfolio.

• Monitor set-up of products from other areas of the Barclays Group.

• Act as liaison for risk management information purposes with customers, accountants, solicitors and other relevant people.

• Collate customer produced financial information.

• Analyse historic and projected financial information to identify key issues and monitor compliance with covenants and

terms prior to discussing with Head of SME Banking

• Facilitate creation of Credit Applications.

• Prepare facility letters and co-ordinate execution of documentation and drawdown of facilities.

• Provide technical input and undertake research for Head of SME Banking in connection with proposed security and liaise to

arrange preparation and execution of security documentation.

• Support review of refer list and other risk reports.

• Take responsibility for routine duties with other members of the International Banking Team. This will include

administration such as holiday lists, returns, inter departmental meetings etc.

• Attend Relationship Team meetings and contribute fully, including suggestions for ways of improving customer service.

• Contribute to environment of mutual support by sharing knowledge with other team members.

• Technical & Competencies

• Degree in business studies is preferrable

• Basic keyboard skills.

• Proficient in use of internal computer systems.

• Technical Securities

• Financial Analysis and Lending skills

• ICA/CCRS familiarity

• Business development and selling skills

Skills required undertaking the role Essential

• Communicate well and make relationships work

• Operational excellence

• Drive Service Excellence

• Innovate for the future

• Engage, motivate and inspire people

• Grow people and performance

• Make informed decisions

• Manage change effectively

• Plan effectively

• Effectively Analyse Management Information

• Manage compliance and risk

• Manage our processes

Education and Experience Required

• B-degree NQF Level 6 or higher

• Diploma/Degree in Sales or Marketing - advantage

• 2 or more years Banking experience

• A strong team player who can demonstrate a valuable contribution across a virtual team

• Proven ability to instigate changes in customer operating habits influencing the way they work to achieve mutual benefit

• Ability to work in a fast paced changing environment

• Proven questioning and analytical skills

• Proven problem solving and decision making skills for complex queries