Unity Trust Bank
Relationship Support Officer
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🤝 Relationship Support Officer
đź“Ť Birmingham/Hybrid | đź’Ľ Permanent
At Unity Trust Bank, we’re proud to be bold in our ambitions, straightforward in our approach, inclusive in our thinking, and guided by integrity and collaboration in everything we do. We believe that banking should serve the common good—and that starts with understanding our customers deeply and acting on what matters most to them. Guided by these values—and our commitment to Consumer Duty—we ensure our relationships deliver fair, transparent, and sustainable outcomes for our customers.
We’re looking for a proactive Relationship Support Officer to join our team and provide vital support to Relationship Managers and their customers. In this role, you’ll help deliver a seamless service across portfolios, broaden and deepen customer relationships, and ensure our banking proposition continues to meet the highest standards.
You’ll play a key part in supporting new business development, managing credit exposures, and ensuring compliance with AML/KYC requirements. Working closely with colleagues across the Bank, you’ll help optimise customer satisfaction, income opportunities, and the delivery of Unity’s values.
🔑 Key Responsibilities
- Provide key support to Relationship Managers and customers in line with service standards.
- Broaden and deepen customer relationships to optimise income and satisfaction.
- Develop a strong understanding of Unity’s products and services, recommending suitable solutions.
- Support RMs in managing credit exposures and mitigating risks.
- Assist in developing quality new business aligned with the UN SDGs and Unity’s values.
- Analyse customer financial information and prepare lending proposals for Credit Underwriting.
- Ensure AML/KYC requirements are met for RM-managed customers.
- Liaise with Unity Connect to ensure seamless account opening and servicing.
- Lead engagement with Valuers and manage the valuation process.
- Provide administrative support to the Regional Director and ad-hoc tasks.
- Recommend opportunities to improve customer satisfaction and support new product development.
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🎯 What We’re Looking For
- Experience working with business, commercial, or corporate customers.
- Strong numeracy and analytical skills to interpret financial information.
- Strong operational knowledge of bank processes, regulatory/legal issues, and banking technology.
- Excellent planning, organising, and time management skills.
- Customer-centric approach with a commitment to delivering high-quality service.
- Strong communication and interpersonal skills
- Knowledge of facility letters and security documents (desirable).
- Relevant banking qualifications (desirable).
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If you’re ready to support our Relationship Managers, deliver outstanding customer service, and make a real impact in a values-led organisation, we’d love to hear from you.
The Full Job Description Is Available On Request.
We are proud to have an inclusive recruitment process, which we pride ourselves on flexing to be accessible to all. We believe that inclusive and accessible recruitment opens our doors to a broader, more diverse talent pool—bringing in candidates with varied backgrounds, experiences, and perspectives. We strive for this diversity to strengthen our decision-making, fuel creativity, and to drive innovation across the bank.
If you are interested in joining the bank, we are committed to creating a process that meets your individual needs. We want to help you in whatever way you need to put your best, true self forward in our recruitment process, please reach out to Recruitment@unity.co.uk to discuss how we can collaborate with you on this.
If you require any this advert in a different or more accessible format, please contact Recruitment@unity.co.uk.
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