Relationship officer

3 weeks ago


London, Canada in Newbury Full time
We are inviting applications for Relationship Officers for an International Bank based in Manchester.

Job Purpose :

This is a profile for acquiring new customers which is predominately customer meetings for New Customer Acquisition Team.
Individual is expected to work on creating channels for new business (CA Channel, Freight Forwarder Channel etc)
Acquire new Customers for business bankingBusiness current, savings accounts and term deposits
Foreign Exchange and Treasury Solutions
Trade Finance including bills under collection, letter of credits, bank guarantees, SBLCs
Consolidate and grow the payments, Deposit and remittance business from the acquired portfolio of customers
Generate referrals for commercial real estate lending as well as for personal banking products

Area of responsibility:

Acquire good quality business banking customers across the below identified segments in your catchment areas (as defined by the bank)Exporters and importers
High value local businesses (high value to be defined by the bank from time to time)
Generate leads through research, developing connect with various market participants and develop a database of prospective clients, segmented by size of business.
Research the client and sector to identify possible client needs and solutions Bank can offer.
Generate leads through introducers, CA, solicitors to develop a database of prospective clients, segmented by size of business.
Look at setting up meetings for you and more senior colleagues.
Build and execute a tactical plan to achieve the budgeted objectives of new customer acquisitions, income generation
Work diligently on the client level data provided centrally, by meeting the clients
Daily client engagements (including face to face and telephonic meetings) to be done per thresholds defined by the reporting authority
Active participation in community events, industry forums to generate new business opportunities
Furnish daily business information to the reporting authority
Record and report all client engagements to the reporting authority on a daily basis in a manner asked for by the reporting authority
Liaise with the internal stakeholders, introducers and existing customers to originate referrals for new customer acquisition
Facilitate competitor, market and customer intelligence to various Bank's stakeholders
Plot the market opportunity and work towards increasing the banks market share in the identified segments
Processing of all documentation for on-boarding and servicing of customers in line with the processes defined by the bank
Liaise with the base branch / branches to ensure high levels of servicing to the clients
Manage client expectations and escalations by liaising with various internal departments
Undergo all the mandatory learning modules

Key Skills and Knowledge Requirements:

Willingness to go to market daily
Sound understanding on SME and/or Business clients
Selling, Negotiating, Networking Management skills.
Strong presentation skills; ability to communicate with all levels in an organization.
Disciplined approach to documentation, deal execution and client follow up.
Self-motivated and self-driven
Good interpersonal skills and team player
Willingness to travel
Functional knowledge of FX markets, trade finance (letter of credit, bank guarantees, LCs, documentary collections #J-18808-Ljbffr
  • Relationship officer

    3 weeks ago


    London, ON, Canada in Newbury Full time

    We are inviting applications for Relationship Officers for an International Bank based in Manchester. Job Purpose : This is a profile for acquiring new customers which is predominately customer meetings for New Customer Acquisition Team. Individual is expected to work on creating channels for new business (CA Channel, Freight Forwarder Channel etc)...


  • London, Canada Canada Life Assurance Company Full time

    **Job Description**: Reporting to the Regional Manager, this role focuses on developing strong relationships through proactive servicing of group retirement plan customers and in our region, participating in finalist presentations, and working with a team to implement new sales. Being able to work independently and as part of a team to build strong customer...


  • London, Canada NXS Digital Full time

    **Primary Responsibilities**: - Trained in and proficient in responding to inquiries about varies programs and benefits - Identify customer needs and expectations - Responsible for promptly and accurately addressing customer inquiries - Serve as primary contact for inbound customer issues. - Escalate more technical product-related issues to the proper...


  • London, Canada Brescia University College Full time

    **STAFF VACANCY - Brescia University College campus is situated on the traditional lands of the Anishinaabeg, Haundenosaunee, Lūnaapéewak _ - and Chonnonton Nations. This territory falls under the London Township Treaty and Sombra Treaty 1796, and the Dish _ - with One Spoon Wampum. Brescia University College accepts responsibility as a public institution...


  • London, Canada Western University Full time

    **Classification & Regular Hours**: Hours per Week: 35 Salary Grade: 14 **About Western**: **About Us**: The Faculty of Information and Media Studies is dedicated to the advancement of knowledge about media, communications, information and their technologies. The Faculty interweaves theory and practice in professional and scholarly contexts. Strong...

  • Research Officer

    1 month ago


    London, Canada Western University Full time

    **Classification & Regular Hours**: Hours per Week: 35 Salary Grade: 15 **About Western**: **About Us**: Western Engineering's Research Office contributes to the identification, development, and realization of the Strategic Research Priorities of the Faculty; setting Faculty research policy and strategic direction; and provides a leadership role in setting...


  • London, Canada Convergix Automation Full time

    The CRM Manager role at CONVERGIX Automation Solutions is responsible for integration, customization, administration, development, and data integrity of our Salesforce CRM. We are looking for a highly capable CRM Manager to ensure that our company can realize the benefits offered by the Salesforce CRM system. The role requires frequent interaction with the...

  • Coordinator/officer

    4 weeks ago


    London, Canada Western University Full time

    **About Western**: Since 1878, Western University has been committed to serving our communities through the pursuit of academic excellence and by providing students, faculty, and community members with life-long opportunities for intellectual, social, and cultural growth. We seek excellent students, faculty, and staff to join us in what has become known as...


  • London, Canada Stantec Full time

    Office Administrator - ( 2300029B ) **Description** Grow with the best. Join a smart, creative, and inspired team that accomplishes operational excellence. Bringing together individuals with diverse backgrounds, talents, and expertise, our 26,000 team members in over 400 locations worldwide are vital to making our Company stronger. **Your...

  • Development Officer

    4 weeks ago


    London, Canada Ronald McDonald House Charities Southwestern Ontario Full time

    *** As an integral part of the Development Team, the Development Officer - Corporate and Partnerships will help grow fundraising through teamwork, creativity, and major gift annual giving solicitations. This position will help identify, cultivate, solicit, and steward major gift donors so that the Development team can build and maintain relationships with...


  • London, Canada S&I Cleaning Full time

    Main Responsibilities and Activities: - Customer service relations - Maintain a high level of customer service - Communicate effectively with clients and employees - Actively listening and act upon cliental inquiries, concerns, and complaints. Escalate complaints to the Operations Manager as required. - General administration - Gathering documentation from...

  • Development Officer

    4 weeks ago


    London, Canada St. Joseph's Hospice of London Full time

    **ROLE DESCRIPTION** Title - Development Officer - Major Gifts_ Classification Full-time, permanent Regular Hours per Week 37.5 hours - Hybrid Reporting to: Director, Community Engagement & Development - St. Joseph’s Hospice is a charitable organization providing compassionate care and companionship to palliative clients, their caregivers and the...


  • London, Canada Western University Full time

    **Classification & Regular Hours**: Hours per Week: 35 Salary Grade: 13 **About Western**: Since 1878, Western University has been committed to serving our communities through the pursuit of academic excellence and by providing students, faculty, and community members with life-long opportunities for intellectual, social, and cultural growth. We seek...

  • Accounting Officer

    4 weeks ago


    London, Canada Brescia University College Full time

    **STAFF VACANCY - Brescia University College campus is situated on the traditional lands of the Anishinaabeg, Haundenosaunee, Lūnaapéewak _ - and Chonnonton Nations. This territory falls under the London Township Treaty and Sombra Treaty 1796, and the Dish with _ - One Spoon Wampum. Brescia University College accepts responsibility as a public institution...

  • Development Officer

    3 days ago


    London, Canada Western University Full time

    **Classification & Regular Hours**: Hours per Week: 35 Salary Grade: 15 Please note, this role will support two units: Alumni Relations & Development and the Schulich School of Medicine & Dentistry. **About Western**: Since 1878, Western University has been committed to serving our communities through the pursuit of academic excellence and by providing...


  • London, Canada Staybridge Suites London Full time

    **About us** Staybridge Suites London, Ontario - Customer Satisfaction (Guest Feedback, Social Media Review). - Financial Performance (Up selling, Room Revenue, Operation Auditing). - Showing Initiative, Problem Solving, Staff Training, Team Leading. - Manages and motivates the Front Office team in order to provide a high standard of service for...

  • Financial Officer

    7 days ago


    London, Canada Western University Full time

    **Classification & Regular Hours**: Hours per Week: 35 Salary Grade: 15 **About Western**: Since 1878, Western University has been committed to serving our communities through the pursuit of academic excellence and by providing students, faculty, and community members with life-long opportunities for intellectual, social, and cultural growth. We seek...

  • Research Officer

    1 month ago


    London, Canada Western University Full time

    **Classification & Regular Hours**: Hours per Week: 35 Salary Grade: 15 **About Western**: Since 1878, Western University has been committed to serving our communities through the pursuit of academic excellence and by providing students, faculty, and community members with life-long opportunities for intellectual, social, and cultural growth. We seek...


  • London, Canada Western University Full time

    **Classification & Regular Hours**: Hours per Week: 35 Salary Grade: 13 Please note that this is a temporary full-time opportunity with a contract end date of January 31, 2027. **About Western**: Since 1878, Western University has been committed to serving our communities through the pursuit of academic excellence and by providing students, faculty, and...


  • London, Canada Fair Chance Learning Full time

    The Office Manager reports to Fair Chance Learning (FCL)’s Chief Operating Officer and works closely with the Director of Marketing and Communication and Director of Learning Productions to ensure coordination in their efforts to reach the organization’s strategic goals and objectives. You will primarily support the development and operation of Fair...