Associate Relationship Manager - Midlands
- Location
- Birmingham, England, United Kingdom
follow‐up activity, helping the team build strong local relationships with SME customers, prospects, accountants, solicitors and other trusted professional advisers. Maintain accurate CRM records, strong follow‐up discipline and good control over customer, prospect and portfolio activity. Build strong, collaborative and productive relationships with your team and wider internal … understanding of customer service, sales activity and account management disciplines, ideally gained in a B2B, financial services or relationship‐led environment. Confident using systems, CRM tools and data to manage activity, track progress and support strong customer and risk outcomes. Experience using AI tools in a business environment would also ...