Client Relationship Manager
other jobs Kate Co
Added before 4 Days
  • England,West Midlands,Staffordshire,Tamworth
  • Full Time, Permanent
  • Salary negotiable
Job Description:
We are seeking an experienced and motivated Client Relationship Manager to join a purpose-driven financial lending organisation who support small businesses. This is an exciting opportunity for someone who thrives on building relationships, generating opportunities, and making a real economic impact.

Reporting to the Head of Business Development, you will be responsible for generating viable loan enquiries, developing strong referral networks, and preparing high-quality lending proposals. You will play a key role in growing deal flow while maintaining excellent relationships with borrowers and professional intermediaries.

This role involves a mix of office, home, and field-based work, with occasional early morning or evening commitments to attend networking and industry events.

Key Responsibilities as a Client Relationship Manager will include:
*Develop, grow, and maintain strong referral relationships with banks, brokers, accountants, business advisers, and other intermediaries
*Proactively generate and manage loan enquiries, building a strong pipeline of viable opportunities
*Qualify initial enquiries and guide potential borrowers through the application process
*Meet with prospective clients to assess business needs and gather information for robust credit appraisals
*Prepare loan applications for presentation to the credit sanctioning team
*Maintain accurate customer records and interpret key financial data for reporting and monitoring
*Build and maintain long-term client relationships, including portfolio monitoring and support with arrears management when required
*Promote lending services at networking events, conferences, and trade fairs
*Contribute to strategic planning, continuous improvement initiatives, and cross-functional working groups
*Adhere to organisational policies, procedures, and performance frameworks
About You:
You will be a confident relationship-builder with a strong commercial mindset and experience in business development within lending, or financial services.

Benefits:
*28 days annual leave plus Bank Holidays and your birthday
*Flexible working hours (8am-10am start / 4pm-6pm finish)
*Up to 10% employer pension contribution
*Life assurance (4x basic salary, after qualifying period)
*£250 annual personal development allowance
*Health Cash Plan and Hospital Treatment Insurance
*Discretionary annual bonus
*Ongoing professional development opportunities
If you’re passionate about supporting small businesses and want to play a key role in driving sustainable growth, we would love to hear from you!

For more information or a confidential chat please contact Kirsty at or call
Job number 3346116

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Company Details:
Kate Co
Company size: 20–49 employees
Industry: Recruitment Consultancy
An intelligent recruitment consultancy based in the heart of Solihull, assisting great people with their job search for large and small companies acro...
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