This is an exciting opportunity to join a growing team for a national financial services company based at their Swansea office.
This role is a key role in the business growth team, working closely with the Head of Growth and Customer Relations, other areas of the business and engaging with the existing customer base.
Responsibilities:
This role is to primarily develop relationships with existing customers to determine how they can offer additional facilities, to support their business growth.
- To act as a touch point for customers to the other services and products, offered by the business.
- To execute ‘auto-renewals’ with customers under the delegated Credit Policy mandate.
- To ensure case notes are kept up-to-date for all customer interaction and stages and diary notes are correctly maintained.
Desirable but not essential - Educated to Degree level
At least 5 years’ experience in SME business advisory and/or commercial finance industry.
Evidence of delivering business value in an SME advisory role or commercial finance.
Essential Skills
- Knowledge of P&L and Balance Sheets
- Advisory skills
- Organised, strong listening and influencing skills, problem-solving approach, able to build opportunities at all levels
- Proactive, self-motivated
- Ability to work as part of a close team
- Strong organisational skills
£30,000 to £32,500 dependent on experience, plus performance related bonus, following successful qualifying period.
They look forward to hearing from you!
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