Business Savings Development Manager

This role is pivotal in positioning Leek Building Society as a trusted savings partner within our local business communities. The role is responsible for driving lead generation, acquiring new business savings relationships, and managing business accounts to ensure long-term retention and balance growth.,

• Proactively identify, generate, and convert leads using internal and
external data sources, networking, partnerships and targeted outreach
• Build and maintain strong relationships with local businesses, community
partners, networks and organisations to promote Leek Building Society and attract new business savings customers
• Develop and maintain a detailed understanding of the business savings
market and Leek Building Society's product range, ensuring expert knowledge of regulatory requirements for onboarding and ongoing due diligence and compliance
• Maintain a measurable sales pipeline, reporting on activity, conversion
rates and balance growth,
• Act as the primary relationship manager for business and SME savings
customers
• Build long-term, trusted partnerships with key businesses to maximise
retention
• Manage the onboarding of new business customers, ensuring a seamless
and compliant customer journey
• Conduct regular reviews with business customers to identify additional
deposit opportunities, providing support and an excellent customer experience throughout the full customer lifecycle
• Resolve escalated queries or service issues promptly and professionally
Community Engagement and Brand Promotion
• Design, lead, and participate in business and community events, forums,
and initiatives to enhance the Society's presence and reputation
• Represent the Society at networking events, conferences, and community
activities, strengthening brand awareness and supporting the Society's strategic purpose Stakeholder Collaboration and Internal Development
• Act as a subject matter expert on business savings products within the
Society
• Work closely with the branch leadership team and other internal
stakeholders to develop branch knowledge, skills, and lead generation activities
• Collaborate with the Marketing team to design targeted campaigns and
align external communications with business development objectives
• Provide feedback on product design and competitor activity to inform
product proposition
• Partner with Risk and Compliance teams to ensure adherence to
regulatory requirements,
• Be aware of their personal legal obligations and the legal obligations of
the Society in relation to Financial Crime
• Be aware of the Society's Anti-Money Laundering systems and controls
and follow the Society's procedures
• Be alert for anything suspicious in respect of money laundering or fraud
and report any suspicions in line with internal procedures
• Do not discuss any suspicions with anyone outside of the Society and do
not 'tip off' a customer or prejudice an investigation


• You must act with integrity
• You must act with due skill, care and diligence
• You must be open and co-operative with the FCA, the PRA and other
regulators
• You must pay due regard to the interests of customers and treat them
fairly
• You must observe proper standards of market conduct
• You must act to deliver good outcomes for retail customers, Understand the competitive landscape of UK business
banking, understanding business entities and structures, Qualifications and the reasons why business customers look for, and and knowledge switch to, alternative banking and savings providers
• Financial services regulatory knowledge: Anti-Money
Laundering, GDPR, Consumer Duty, BCOBS (training provided)
• Effective relationship management in a B2B environment
within the financial services sector
• Proven track record in business development and lead
Experience generation within financial services, ideally savings, deposits, or SME banking
• Working in an environment requiring compliance to FCA
regulatory and codes of conduct
• Ability to build and maintain professional networking
• Ability to generate and convert sales opportunities in a
regulated financial services environment.
• Promote the benefits of all available sales channels with an
ability to support customers through their journey of each Skills and one abilities
• Excellent communications skills which can be adapted to
varying scenarios from one-to-one contact to presenting at networking events
• A structured approach to relationship management to
ensure the right level and frequency of contact with businesses and SMEs
• Clear understanding of 'Knowing Your Business' due
diligence and AML requirements and the ability to work with businesses to lead them through the onboarding process Other
• Interest and presence in the business community - ability to
requirements meet SME members both in branch and at their place of work / business
• Ability to attend events outside of traditional office hours