Grow with UTB

This is a hybrid role working 3 days in the office (City of London location) and 2 days working from home.

This role is currently open to internal applicants only 

Role Purpose: 

 A member of the UTB Deposit Solutions Team who are responsible for managing the existing portfolio and supporting activity in the wider Deposit Solutions team:

• Build and maintain relationships with existing Deposit Solutions clients, acting as their primary point of contact
• Deliver exceptional customer service by understanding client needs and providing tailored deposit solutions
• Maintain current retention rates and generate new deposit balances from existing Deposit Solutions clients

Responsibilities: 

• Working with internal and external stakeholders to support the retention and growth of existing client relationships
• Managing maturity profile of existing book to ensure retention rates remain high whilst ensuring client needs are met
• Generating new deposit balances from existing Deposit Solutions clients including the opening of additional accounts
• Where required, support customers and the account opening team with account opening/KYC
• Obtaining feedback and testimonials from existing clients that can be used in external marketing
• Be responsible for accurate client records within Salesforce and Banking system including pipeline, call records and account plans
• Research and understand key target sectors for Deposit Solutions Team to support Business Development activity
• Assist wider Deposit Solutions Team with maintenance of prospect lists and corresponding data in Salesforce
• Keeping track of new products on offer in the wider deposits market and feedback to UTB Product team
• Regular reporting of maturities, retention rates and new balances won
• If required, attendance at events attended by Deposit Solutions Team to support BDMs

Skills and Competencies:

• Ability to build excellent client relationships and develop internal network relationships to deliver results
• Understanding of deposit products in the Business and Charity markets
• Excellent time-management, self-planning and organisational skills
• Commercial outlook, with a passion for delivering positive customer outcomes
• Ability to work within a small team to help drive achievement of financial targets
• Strong communication skills: listening, oral, written and presenting

Experience and Technical Knowledge sought:

• Strong and proven customer service experience ideally with Business and Charity clients
• Experience of building relationships with Business and Charity clients
• Good understanding of compliance aspects of deposit taking (e.g. KYC)
• Ability to identify new business opportunities in a fast-paced environment
• Excellent administrative skills
• Microsoft Office: Word, Excel, Outlook, Teams
• Salesforce (preferred but not essential)

UTB is a dynamic and expanding specialist bank that provides solutions to our customers and brokers, which help them achieve their ambitions. Recognised as being one of the most dependable and well-respected Specialist Banks in the UK, we were delighted to see our balance sheet exceed the £2bn mark in 2022.

Exceptional customer service and the ability to provide rewarding deposits accounts and flexible lending solutions have helped us to develop productive and enduring relationships with our customers. We understand that their success is our success and that the quality of our people and teams, is key to delivering special outcomes for them.

We also understand that the performance of our people is directly linked to the culture in which they work. There is a strong sense of community at UTB and as well as promoting a clear set of internal values, and providing a wealth of facilities for training, personal development, and team building, we run a busy and varied calendar of engagement and social activity. Typical recent examples include: Pizza Lunch Days and Coffee Catch-ups; London Marathon and Sahara Challenge Sponsorships; Success Sharing and Value Awards; and Awesome Autumn social events ranging from Theatre Trips, Cocktail Mixology, and Cookery Classes, to Go-karting, Mini Golf and Clay pigeon shooting.

• competitive salary and discretionary bonus scheme
• matched pension contributions up to 7%
• 26 days annual leave plus two wellbeing days and opportunity to purchase additional holiday
• flexible and hybrid working
• private medical insurance via Vitality
• life, income protection and critical illness insurance
• enhanced family leave pay
• extensive learning and personal development opportunities
• electric car scheme and cycle to work scheme
• season ticket loan
• wellbeing support – discounted gym membership, employee assistance programme, 24/7 private GP access for staff and their immediate family (online), 1:1 key life stage coaching

Thank you for your interest in our current vacancy. Please click the link below to complete your online application.

Click here to apply >