Allica Bank
Partnership Associate
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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.
Purpose of Role
Finding effective ways of generating new business is critical to our continued growth. One way is through partnerships with third-parties who refer their SME clients to Allica on an ongoing basis based on mutual trust. Our Partnerships Sales Team work with trusted advisors to established SMEs, in particular their Accountants.
As a Partnerships Associate you will work closely with the Partnerships Managers. You will provide operational support in all aspects of the Partnerships Managers role to:
- Enhance customer / accountant partner satisfaction
- Ensure sales / growth targets are surpassed specifically focused on our Business Rewards Account by allowing our Partnerships Managers to focus more of their time on building accountant referral relationships
- Gain on the job training, coaching and development to become our future Partnerships Sales Managers or take on other roles across the bank.
Principal Accountabilities
Client Onboarding
- Support the Partnerships Managers and National Key Account Managers with the client referrals.
- Support the client onboarding process, including gathering client information, communicating with our KYC team, replying to Request For Information (RFI) requests.
- Providing professional, efficient and approachable communication with the client at each stage of the process.
- Support the Partnerships Managers and National Key Account Managers with securing the initial deposits and funding of client accounts.
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Customer Service
- Being the first point of contact for responding and resolving to customer queries and requests for help from accountant partners via email and phone.
- Work with the customer service team to resolve customer service tasks and manage escalation where needed.
CRM Management
- Update and manage HubSpot to ensure accurate customer data, prospect tracking and accurate sales pipeline information.
Prospecting
- After completion of our sales training program the Associate will prospect to new small-medium accountancy firms to uncover opportunities for the Partnership Sales Managers.
- Lead the communication and follow up of accounting firms who come through our website enquiry form.
- Lead the prospecting, communication and follow up process of accounting leads who come through paid marketing campaigns eg. Events and webinars.
- Working with our Marketing Team to lead the communication process for targeted re-nurture campaigns.
- Manage the inbound phone calls our team receives from accountants.
- After completion of our sales training program the Associate will work with a portfolio of sole practitioner and small accountancy firms. Developing and enhancing their account management skills.
Personal Attributes & Experience
- You will have excellent interpersonal skills and evidence of sales and account management outperformance in similar roles through earning partner, customer and colleague trust.
- You will have a proven track record of delivering an excellent customer experience.
- You will have strong communication, organisation, administrative and CRM skills.
- You will demonstrate the ability to work collaboratively with multiple stakeholders to deliver a good outcome for our customers, colleagues, and company.
- You have the desire to learn, develop and progress your career within Allica Bank.
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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.
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