SKILLS AND COMPETENCIES:

• Ability to build excellent client relationships and develop internal network relationships to deliver results
• Understanding of deposit products in the Business and Charity markets
• Excellent time-management, self-planning and organisational skills
• Commercial outlook, with a passion for delivering positive customer outcomes
• Ability to work within a small team to help drive achievement of financial targets
• Strong communication skills: listening, oral, written and presenting

EXPERIENCE AND TECHNICAL KNOWLEDGE SOUGHT:

• Strong and proven customer service experience ideally with Business and Charity clients
• Experience of building relationships with Business and Charity clients
• Good understanding of compliance aspects of deposit taking (e.g. KYC)
• Ability to identify new business opportunities in a fast-paced environment
• Excellent administrative skills
• Microsoft Office: Word, Excel, Outlook, Teams
• Salesforce (preferred but not essential)

ROLE PURPOSE:

A member of the UTB Deposit Solutions Team who are responsible for managing the existing portfolio and supporting activity in the wider Deposit Solutions team:

• Build and maintain relationships with existing Deposit Solutions clients, acting as their primary point of contact
• Deliver exceptional customer service by understanding client needs and providing tailored deposit solutions
• Maintain current retention rates and generate new deposit balances from existing Deposit Solutions clients

RESPONSIBILITIES:

• Working with internal and external stakeholders to support the retention and growth of existing client relationships
• Managing maturity profile of existing book to ensure retention rates remain high whilst ensuring client needs are met
• Generating new deposit balances from existing Deposit Solutions clients including the opening of additional accounts
• Where required, support customers and the account opening team with account opening/KYC
• Obtaining feedback and testimonials from existing clients that can be used in external marketing
• Be responsible for accurate client records within Salesforce and Banking system including pipeline, call records and account plans
• Research and understand key target sectors for Deposit Solutions Team to support Business Development activity
• Assist wider Deposit Solutions Team with maintenance of prospect lists and corresponding data in Salesforce
• Keeping track of new products on offer in the wider deposits market and feedback to UTB Product team
• Regular reporting of maturities, retention rates and new balances won
• If required, attendance at events attended by Deposit Solutions Team to support BDMs