Associate Relationship Manager

Allica Bank

. Manage a portfolio of SME customers, deliver outstanding customer service, build trusting relationships and understand clients’ businesses and ambitions .

Posted 11/4/2026full-timeRemote • United KingdomJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in SME Relationship Banking, focusing on customer service, commercial lending, and portfolio management. Capable of building strong relationships with clients and stakeholders while effectively managing risk and achieving commercial targets.

Highest-signal resume keywords

SME Relationship BankingCommercial LendingAccount ManagementB2B Sales ExperienceCRM Tools Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ManagementRisk ManagementFinancial AnalysisSales Activity ManagementCustomer Service

Soft Skills

Strong Communication SkillsProactive AttitudeAttention to DetailProblem-SolvingEnergetic Approach

Tools & Technologies

CRM SystemsAI Tools

Industry Keywords

SME BankingB2B SalesFinancial ServicesCustomer EngagementRelationship Management

About the role

Key responsibilities & impact

Manage a portfolio of SME customers, deliver outstanding customer service, build trusting relationships and understand clients’ businesses and ambitions
Deliver commercial targets including lending and new customer/deposit acquisition
Identify and meet client needs through Allica products and services
Build an external network with SME advisers and the wider business community to generate new business and signpost clients to support
Manage portfolio risk, complete required risk activities, identify signs of client stress and take proactive action
Work closely with a Senior Relationship Manager and support the wider team as part of a personal development plan
Participate in new business campaigns, attend events, follow up leads, support prospect engagement and undertake appropriate cold calling
Support event organisation and follow-up with SME customers, prospects, accountants, solicitors and professional advisers
Maintain accurate CRM records and control customer, prospect and portfolio activity
Build collaborative relationships with internal stakeholders to meet customer needs and resolve issues quickly

Requirements

What you’ll need

Some B2B sales, account management and/or SME banking experience
A clear interest in building a career in SME relationship banking and a passion for supporting SMEs to be more successful
Some experience of commercial lending and understanding / analysing financial accounts would be of benefit
Curious, proactive and keen to learn
Motivation to develop lending, sales, risk management and portfolio management capability through formal training and on-the-job coaching
Confident engaging with customers, prospects and SME business advisers in person, via video call and by phone
Good organisation and attention to detail
Ability to manage customer information and requests, portfolio tasks and follow-up actions accurately and at pace
Practical understanding of customer service, sales activity and account management disciplines, ideally gained in a B2B, financial services or relationship-led environment
Confident using systems, CRM tools and data to manage activity, track progress and support strong customer and risk outcomes
Experience using AI tools in a business environment would be of benefit
Energetic, resilient, hands-on approach with confidence to get into the detail, solve problems and take ownership of outcomes
Strong communication skills
Strong alignment to Allica’s values, with judgement, integrity and energy to lead by example
Applicants must reside in the UK; most cases require already residing in the UK for sponsorship purposes

Benefits

Comp & perks

Full onboarding support and continued development opportunities
Options for flexible working
Regular social activities
Pension contributions
Discretionary bonus scheme
Private health cover
Life assurance
Family friendly policies including enhanced Maternity & Paternity leave