Assistant Relationship Manager recruitment

Job Purpose

• A member of Corporate Banking team who will be developing and maintaining relationships.

• Although the jobholder will be part of the Large Corporate ARM Pool, he/she will be the named point of contact for a portfolio of customers dealing with a range of requests for them including any calls in Relationship Managers’ absence and any overflow of work from them.

• In addition the job holder will be tasked with building a long term relationship with their portfolio of customers which is founded on: (a) extending efficient and reliable support; (b) quick risk decisions; (c) managing consistency and quality of operational service; (d) end-to-end solutions

Main accountabilities and approximate time split

Client Management Accountability: 75%

• Develop and maintain own contacts with individuals within customers’ organization.

• Act as principal point of contact in the RM’s absence.

• Assist with development of and revisions to customer relationship plan.

• Monitor level of customer service and satisfaction.

• Develop and maintain contacts with specialists in other areas of the Group.

• Monitor cross sell of products from other areas of the Barclays Group.

• Act as liaison for risk management information purposes with customers, accountants, solicitors and other relevant people.

• Collate customer produced financial information.

• Analyze historic and projected financial information to identify key issues and monitor compliance with covenants and terms prior to discussing with Relationship Manager.

• Responsible for the timely submission of reviews and subsequent coordination with Credit/RCU

• Prepare and /or assist in preparing facility letters and co-ordinate execution of documentation and drawdown of facilities.

• Provide technical input and undertake research in connection with proposed security and liaise to arrange preparation and execution of security documentation.

• Support review of refer list and other risk reports.

• Responsible for any account opening or related requirements for existing/new clients.

Governance Accountability: 25%

• On a rotational basis to coordinate the activities of a group of ARMs including client management activities, leave and backups.

• Ensure adherence to compliance requirements (alerts, remediation)

• Responsible for timely and accurate MI submissions

Technical skills / Competencies

• Financial analysis and lending skills.

• Products and services offered by other areas of the Barclays Group which are frequently used by Corporate Banking customers including features, tariff/pricing and availability.

• Internal instructions/procedures.

• The Bank’s service standards.

• Understanding of the roles and responsibilities of individual based in other areas of the Barclays Group who could typically have some involvement with the customer base.

• Awareness of legislation affecting the Bank and customers.

Other requirements specific to the role:

• The length of time in the role will typically be a minimum of 2 years.

• There are no specific qualifications other than the Bank’s entry requirements.

• Work experience knowledge of Large Corporate in the region would be a significant advantage

Training likely to assist effectiveness in the role and may have been completed prior to undertaking this role:

• CCRS familiarity

• Business development and selling skills

Knowledge, Expertise and Experience

Knowledge of the Bank’s products, services and policies.