Direct Asset Finance Specialist

Allica Bank

. Build and relationship manage a portfolio of Asset Finance customers, driving income against monthly, quarterly and annual targets .

Posted 11/2/2026full-timeMilton Keynes • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Asset Finance, including relationship management and business development, while ensuring excellent customer service and adherence to Treating Customers Fairly principles. Proficient in structuring lending proposals and analyzing financial accounts to drive business growth.

Highest-signal resume keywords

Asset Finance KnowledgeRelationship ManagementBusiness DevelopmentCredit Application StructuringCRM Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Asset Finance ProductsFinancial AnalysisLending Proposal StructuringCredit Application WritingReporting Key Business Indicators

Soft Skills

Interpersonal SkillsCommunication SkillsTime ManagementOrganizational Skills

Tools & Technologies

CRM Systems

Industry Keywords

SME BusinessesCold OutreachNetworkingCustomer ServiceTreating Customers Fairly

About the role

Key responsibilities & impact

Build and relationship manage a portfolio of Asset Finance customers, driving income against monthly, quarterly and annual targets
Handle inbound calls and resolve issues for existing customers
Build and develop a personal customer network through cold outreach and regular networking
Provide Asset Finance cover and support to Relationship Managers via telephone and email
Roll out targeted marketing campaigns and manage new-to-bank prospects via telephone and email
Own and maintain excellent customer service for customers, potential customers and professional counterparties
Report key business indicators
Identify Early Warning Indicators and follow the correct internal management process
Manage conversations with Credit and manage customer relationships appropriately
Collaborate across Allica to support delivery of the bank’s annual lending budget
Establish and actively manage objectives and a personal development plan
Ensure personal conduct and Treating Customers Fairly principles are central to all activities
Develop and maintain relationships with key business introducers and professional networks through a marketing plan

Requirements

What you’ll need

Excellent interpersonal and communication skills
Proven career progression gained in business development within the Asset Finance market
Proven Introducer (non-broker) relationships and relationship management skills
Knowledge of Asset Finance products and SME businesses
Ability to structure new Asset Finance lending proposals and write credit applications
Ability to analyse and review financial accounts and associated information
Knowledge and understanding of CRM
Excellent time management and organisation skills to manage multiple workstreams at once
Applicants must reside in the UK
Most cases require applicants to already reside in the UK

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