Relationship Support Analyst

Role overview

Responsibilities

• Support Relationship Directors to optimise client relationship value, improve engagement, and deliver needs-based solutions and fair outcomes.
• Attend client meetings as required and handle daily credit-related enquiries as a first point of contact.
• Prepare financial, credit, and profitability analysis, account remarks, proposals, and presentations.
• Support client planning, pipeline management, product-partner coordination, and timely, accurate data and call-report updates.
• Liaise with third parties, including external lawyers and valuers, and collaborate with Group colleagues.
• Monitor credit risk, concern lists, and credit-control reports, and analyse management information.
• Coordinate credit applications and renewals and manage risk escalations.
• Act as the client focal point for relationships, products, and services when the Relationship Director is absent.

Candidate requirements

• A track record of understanding customer needs and delivering excellent customer service is essential.
• Strong verbal and written communication skills, including adapting style and approach, are essential.
• Ability to organise and prioritise workload and time effectively and meet strict deadlines is essential.
• A solid understanding of financial-services regulation and compliance, and experience working within those requirements, is expected.
• Financial-data interpretation and credit-analysis experience is preferred.
• Relevant client-facing Commercial Banking experience is advantageous.
• Willingness to travel to client locations as required.

Work arrangement

• Hybrid work, split between home and office, with a flexible base in Bristol, Cardiff, or Exeter.
• Clients are across the south west; occasional client visits and travel as required are expected.

Benefits

• UK-based employees have access to private healthcare, enhanced maternity and adoption pay, return-to-work support, and a contributory pension with employer contributions.
• The employer describes professional development opportunities and a competitive pay and benefits package.