Virtual Relationship Manager

About the role

The Virtual Relationship Manager will oversee a portfolio of bank customers, driving sales and service performance while delivering a high‑quality digital experience. This remote‑focused role combines relationship management, cross‑selling, and compliance responsibilities within a banking environment.

Key responsibilities

• Achieve budgeted sales and service targets while maintaining acceptable risk standards.
• Review customer portfolios regularly to identify new business opportunities and cross‑sell existing products.
• Manage a designated client portfolio, ensuring needs are met and service aligns with expectations and contractual terms.
• Complete all tasks within agreed timescales, maintaining high accuracy and excellent internal and external customer service.
• Adhere to the Staff Code of Conduct and ensure all activities comply with AML and other regulatory requirements.
• Provide specialist information, guidance, and advice to resolve customer queries and enhance satisfaction.
• Support the department by performing any additional duties assigned by the line manager.

Required profile

• Proven ability to meet sales and service targets in a regulated environment.
• Strong analytical skills to review portfolios and spot growth opportunities.
• Excellent communication skills for managing client relationships and internal coordination.
• Commitment to compliance, risk management, and adherence to internal processes.
• Customer‑focused mindset with a dedication to delivering high‑quality service.

Required skills