Relationship Support Manager | Deposits

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This is a hybrid role working 3 days in the office (City of London location) and 2 days working from home.

This role is currently open to internal applicants only

Role Purpose:

A member of the UTB Deposit Solutions Team who are responsible for managing the existing portfolio and supporting activity in the wider Deposit Solutions team:

• Build and maintain relationships with existing Deposit Solutions clients, acting as their primary point of contact
• Deliver exceptional customer service by understanding client needs and providing tailored deposit solutions
• Maintain current retention rates and generate new deposit balances from existing Deposit Solutions clients

Responsibilities:

• Working with internal and external stakeholders to support the retention and growth of existing client relationships
• Managing maturity profile of existing book to ensure retention rates remain high whilst ensuring client needs are met
• Generating new deposit balances from existing Deposit Solutions clients including the opening of additional accounts
• Where required, support customers and the account opening team with account opening/KYC
• Obtaining feedback and testimonials from existing clients that can be used in external marketing
• Be responsible for accurate client records within Salesforce and Banking system including pipeline, call records and account plans
• Research and understand key target sectors for Deposit Solutions Team to support Business Development activity
• Assist wider Deposit Solutions Team with maintenance of prospect lists and corresponding data in Salesforce
• Keeping track of new products on offer in the wider deposits market and feedback to UTB Product team
• Regular reporting of maturities, retention rates and new balances won
• If required, attendance at events attended by Deposit Solutions Team to support BDMs

Skills and Competencies:

• Ability to build excellent client relationships and develop internal network relationships to deliver results
• Understanding of deposit products in the Business and Charity markets
• Excellent time-management, self-planning and organisational skills
• Commercial outlook, with a passion for delivering positive customer outcomes
• Ability to work within a small team to help drive achievement of financial targets
• Strong communication skills: listening, oral, written and presenting

Experience and Technical Knowledge sought:

• Strong and proven customer service experience ideally with Business and Charity clients
• Experience of building relationships with Business and Charity clients
• Good understanding of compliance aspects of deposit taking (e.g. KYC)
• Ability to identify new business opportunities in a fast-paced environment
• Excellent administrative skills
• Microsoft Office: Word, Excel, Outlook, Teams
• Salesforce (preferred but not essential)

Remuneration & Benefits:

• competitive salary and discretionary bonus scheme
• matched pension contributions up to 7%
• 26 days annual leave plus two wellbeing days and opportunity to purchase additional holiday
• flexible and hybrid working
• private medical insurance via Vitality
• life, income protection and critical illness insurance
• enhanced family leave pay
• extensive learning and personal development opportunities
• electric car scheme and cycle to work scheme
• season ticket loan
• wellbeing support - discounted gym membership, employee assistance programme, 24/7 private GP access for staff and their immediate family (online), 1:1 key life stage coaching