Accounting Expert - Tax
•xAI· 10h
💰 Finance⏳ Part-time📈 Mid Level💰 $94k-94k🇺🇸 Palo Alto, USA
10h ago
Allica Bank·about 21 hours ago
About Allica Bank
Allica is the UK’s fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech.
Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.
Allica exists for the half a million or so established SMEs with typically 5 to 100 employees. These SMEs are a crucial pillar of the UK’s prosperity - representing more than a quarter of all turnover and jobs - yet are increasingly neglected by traditional high street banks.
Our Distribution team at Allica have grown rapidly over the last 4 years since the acquisition of the AIB GB UK SME customer portfolio, expanding to give a Relationship Manager presence for established SMEs all across the UK. They are responsible for the development and execution of the commercial strategy for the bank, generating profitable opportunities from supporting our customers.
Our vision is to reimagine Relationship Banking for established SMEs, through the very best people and digital tools. We don’t pretend to have all the answers yet, and you will play a role in shaping our new offering. The direct asset finance team are early in their journey but are growing all the time, the successful candidate will be as excited as we are to continue building and expanding this offering for established SMEs.
Reporting to the Senior Manager, this role will support the delivery of Allica’s Asset Finance product direct to customers. You will deliver a professional relationship management service to customers by providing an exemplary level of customer service to assist in maximising value to Allica, and customers.
You will be the first point of contact for all inbound Asset Finance enquiries and will work closely with a team of locally based Relationship Managers to ensure that all customers receive exemplary service. You will be an expert on all things Allica Bank Asset Finance, feeding back to product teams on how we can improve from customer insights, and making sure that the Relationship Teams are fully up to speed on the latest offerings.
Building and relationship managing a portfolio of Asset Finance customers, driving income in line with monthly, quarterly and annual targets.
Handling inbound calls and resolve issues for existing customers.
Building and developing your own network of customers, there is an expectation for you to also originate business for the bank yourself through cold out reach and regular networking in your patch.
Provide cover and support on Asset Finance to Relationship Managers via telephone and email
Roll out targeted marketing campaigns and management of new to bank prospects via telephone and email.
Owning the customer service provided to ensure an excellent customer service at all times for all customers, potential customers and professional counterparties.
Reporting of Key Business Indicators
Identifying Early Warning Indicators and following the correct internal process to manage these.
Managing conversations with Credit and appropriate management of customer relationship.
Work closely with and collaboratively with all areas of Allica to drive the effective delivery of the Bank’s annual lending budget and ensure a seamless and professional service is always provided.
Establishing and actively managing objectives and a personal development plan.
Ensuring your personal conduct and Treating Customers Fairly (TCF) is front and centre in everything that you do.
Through a marketing plan, develop and maintain effective relationships with key business Introducers and professional networks
Excellent interpersonal and communication skills together with evidence of proven career progression gained in business development within the Asset Finance market
Proven Introducer (non-broker) relationships and relationship management skills
Knowledge of Asset Finance products and SME businesses
Ability to structure new Asset Finance lending proposals and write credit applications
Ability to analyse and review financial accounts and associated information
Knowledge and understanding of CRM
Excellent time management and organisation skills to manage multiple workstreams at once.
A curious mind, we want colleagues who are keen to find ways to improve and develop our offering through their own experience and regular customer feedback.
Working at Allica Bank
At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.
Our employees are at the heart of everything we do, so our benefits are designed with you in mind:
Full onboarding support and continued development opportunities
Options for flexible working
Regular social activities
Pension contributions
Discretionary bonus scheme
Private health cover
Life assurance
Family friendly policies including enhanced Maternity & Paternity leave
Don’t tick every box?
Don’t worry if you don’t have all the skills or requirements listed on the job description. If you think you’ll be a good fit, we’d still love to hear from you!
Flexible working
We know the ‘9-to-5’ isn’t right for everyone. That’s why Allica Bank is fully committed to flexible and hybrid working. Please let us know what is best for you and, if we can, we will do our best to accommodate.
Diversity
We’re a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles. Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.