Relationship Support Manager | Deposits

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. 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.

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