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TEAM LEADER - COMMERCIAL FINANCIAL

Quality Solutions You Can Trust


My client a leading financial services provider is currently seeking a Team Lead Relationship Manager within their commercial finance division to help lead, grow and assist a high performing team. Excellent opportunity for someone who has strong relationship management and team lead experience within commercial finance.

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Main Tasks

  • Manage and control a portfolio of factoring and invoice discounting clients.

  • Minimise the risk of loss through use of risk management tools and implementation of risk management procedures.

  • Maintain an understanding of the value of additional security in place per client.

  • Maximise client life by ensuring delivery of excellent service, and implement additional services where appropriate.

  • Maximise income by ensuring the correct fee rates are maintained, and by ensuring additional fees are charged where appropriate.

  • Obtain and review financial information from clients.

  • Undertake annual client reviews, and ad hoc reviews where facility changes are required.

  • Undertake client visits as required.

  • Source new business opportunities for Invoice Finance and Asset Finance from existing client base.

  • Take on new clients as required.

  • Coach and mentor a team of Client Managers and Client Executives.

  • Maintain bad debt write off’s to within annual budget.

  • Ongoing management of collateral performance.

  • Ensure risk reducing actions are prioritised and completed, and risk issues are promptly reported.

  • Respond to client audits promptly and act on recommendations.

  • Establish and maintain effective relationships with clients.

  • Achieve additional income levels as per annual budget.

  • Source new business referrals from existing clients.

  • Source asset finance opportunities from existing clients

  • Ensure client relationships are profitable

  • Complete annual reviews and client visits as per targeted requirements.

  • Document issues discussed and agreed at client visits

  • Ensure prompt and accurate completion of all month end reporting.


Risk & Compliance


  • Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.


Skills & Experience

  • Relationship Management experience

  • Financial Analysis experience

  • Assertiveness     

  • Negotiation skills

  • Risk Awareness

  • Report writing and ability to meet deadlines

  • Customer service focus

  • Knowledge of Microsoft Office

  • Commercial Banking Experience

  • Industry specific experience including exposure to credit & risk

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