TEAM LEADER - COMMERCIAL FINANCIAL
Quality Solutions You Can Trust
My client a leading financial services provider is currently seeking a Team Lead Relationship Manager within their commercial finance division to help lead, grow and assist a high performing team. Excellent opportunity for someone who has strong relationship management and team lead experience within commercial finance.
Manage and control a portfolio of factoring and invoice discounting clients.
Minimise the risk of loss through use of risk management tools and implementation of risk management procedures.
Maintain an understanding of the value of additional security in place per client.
Maximise client life by ensuring delivery of excellent service, and implement additional services where appropriate.
Maximise income by ensuring the correct fee rates are maintained, and by ensuring additional fees are charged where appropriate.
Obtain and review financial information from clients.
Undertake annual client reviews, and ad hoc reviews where facility changes are required.
Undertake client visits as required.
Source new business opportunities for Invoice Finance and Asset Finance from existing client base.
Take on new clients as required.
Coach and mentor a team of Client Managers and Client Executives.
Maintain bad debt write off’s to within annual budget.
Ongoing management of collateral performance.
Ensure risk reducing actions are prioritised and completed, and risk issues are promptly reported.
Respond to client audits promptly and act on recommendations.
Establish and maintain effective relationships with clients.
Achieve additional income levels as per annual budget.
Source new business referrals from existing clients.
Source asset finance opportunities from existing clients
Ensure client relationships are profitable
Complete annual reviews and client visits as per targeted requirements.
Document issues discussed and agreed at client visits
Ensure prompt and accurate completion of all month end reporting.
Risk & Compliance
Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
Skills & Experience
Relationship Management experience
Financial Analysis experience
Report writing and ability to meet deadlines
Customer service focus
Knowledge of Microsoft Office
Commercial Banking Experience
Industry specific experience including exposure to credit & risk