Cynergy Bank
Relationship Executive
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Help Ambitious Businesses Grow with Cynergy Business Finance
Join Cynergy Business Finance as a Relationship Executive and build trusted relationships with the businesses we support, combining great customer service with strong operational and risk management.
What’s the Opportunity?
This is an exciting opportunity for an experienced Asset Based Lending professional to join our CBF Operations team and take ownership of day-to-day relationships with a portfolio of clients.
- You’ll be a key point of contact for clients, building a strong understanding of their businesses while ensuring their facilities are managed effectively and risks are identified and addressed proactively.
- Working closely with colleagues across CBF, you’ll combine relationship management, operational expertise and sound risk judgement in a role offering real responsibility and the opportunity to further develop your career within Asset Based Lending.
Where You Will Work
You’ll be based in our Manchester office, with hybrid working of four days in the office and one day from home.
Why Join Us?
We know the best people want more than just a job. At Cynergy Business Finance, you’ll find:
- Impact: Build meaningful client relationships and play an important role in supporting businesses with the funding they need to grow and develop.
- Expertise: Work alongside experienced colleagues within a relationship-led Asset Based Lending business.
- Growth: Continue developing your ABL career, strengthening your relationship, operational and risk management capability while supporting the development of colleagues around you.
- Rewards: A strong overall package including annual bonus potential, pension contributions, additional birthday leave and benefits supporting your financial, physical and personal wellbeing.
How You Will Make An Impact
- Manage a portfolio of clients, developing a strong understanding of their businesses, facilities and relationships with their debtors.
- Act as a primary day-to-day contact for clients, building strong relationships and delivering a consistently high standard of service.
- Manage the administration of client ledgers, payment requests and monthly management information effectively and in accordance with policy and practice.
- Proactively manage and respond to issues identified through the month-end reconciliation process.
- Oversee daily balancing of the operating system and support the accurate processing of client payments through operating and banking systems.
- Support the successful onboarding of new clients, helping create a positive experience from the beginning of the relationship.
- Maintain thorough records and provide effective reporting and feedback to Relationship Managers and the Head of Portfolio Management.
- Apply strong risk management judgement while overseeing the maintenance of collateral funded by CBF.
- Share your experience and knowledge to help train and develop more junior colleagues within the team.
- Develop a strong understanding of CBF and wider Cynergy Bank products and services, identifying opportunities to better support client needs.
- Remain vigilant to AML and financial crime risks and operate in accordance with relevant policies and procedures.
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What You Will Bring
- Established, hands-on experience within Asset Based Lending, with the capability to manage client relationships and associated operational and risk requirements.
- Strong risk management skills and the judgement to identify, investigate and escalate potential issues.
- Strong relationship-building and communication skills, with a genuinely customer-focused approach.
- A proactive approach to problem solving and the confidence to take ownership of issues through to resolution.
- Working knowledge of Dancerace or RiskFactor.
- Good working knowledge of Microsoft Excel and Word.
- Excellent attention to detail, organisation and a commitment to delivering high-quality client service.
- A collaborative approach and willingness to share knowledge and support the development of colleagues.
- Self-motivation and a desire to continue learning and developing within Asset Based Lending.
ABFA / UK Finance Certificate Level qualification would be advantageous, but isn't essential.
How We Will Support You
At Cynergy Business Finance, we’re committed to supporting your wellbeing, development and life outside work. Our benefits include:
- 25 days’ annual leave, plus an extra day off for your birthday
- Annual bonus opportunity up to 20%, with 8% for on-target performance
- 9% Aegon pension contribution, made up of 5% employer and 4% employee contributions
- Health and wellbeing support, including our Health Cash Plan, Health Check, Mobile Health Screening and EAP
- Hybrid working, with four days in our Manchester office and one day from home
- Lifestyle and financial benefits, including our Electric Vehicle Scheme, Lifestyle Hub, Cycle to Work Scheme, Give As You Earn and Season Ticket Loan
- Education support and Enhanced Family Friendly benefits
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Who Are We?
Cynergy Business Finance is part of Cynergy Bank, providing Asset Based Lending solutions to SME businesses looking to scale, grow and pursue new opportunities.
- We provide funding from £200,000 to £40 million per eligible business, with financing available against assets including receivables, inventory, equipment, plant and machinery, and commercial property.
- Our solutions support businesses through a range of situations including growth and expansion, acquisitions, refinancing and turnaround. Combining experienced people with digital technology, our approach is relationship-led, providing clients with direct access to decision makers and flexible funding structures tailored to their businesses.
- It’s about bringing together great people, strong relationships and technology to give businesses the flexibility and confidence to pursue their ambitions.
This advert covers the main responsibilities and requirements. A full job description will be shared with shortlisted candidates.
If you don’t meet every requirement, we still encourage you to apply as we value potential as much as experience.
Apply now and help ambitious businesses grow with Cynergy Business Finance.
Cynergy Bank was established in 2018 by entrepreneurs to serve the needs of business owners, property entrepreneurs and family businesses. We have a strong track record supporting businesses that want to scale up and provide over £3bn lending to scaling businesses across the UK, we also offer retail deposits to UK savers. Our vision is to provide a truly personalised service that is delivered through face-to-face relationships and enhanced by the latest technology.
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