Relationship Support Officer Trade Union & CDFI

📈 Relationship Support Officer – Trade Union and CDFI

📍 Birmingham | 💼 Permanent

🚀 Why this role?

Are you ready to play a pivotal role at the heart of our Trade Union and CDFIs? We’re looking for a confident, proactive Relationship Support Officer who’s passionate about delivering exceptional service and helping our Relationship Managers deepen connections with some of Unity’s customers.

You’ll be right at the centre of a portfolio that combines commercial opportunity with meaningful social impact. It’s a chance to build your profile, learn from senior leaders, and influence how we support some of Unity’s longest‑standing and most values‑aligned customers.

🔍 What you’ll be doing

In this varied and rewarding role, you will:

• Deliver first‑class support to Relationship Managers and their customers, meeting and exceeding SLA standards.
• Build and broaden relationships across RM portfolios to maximise customer satisfaction and income opportunities.
• Become a true expert in Unity’s products and services — knowing when and how they add value.
• Monitor and support the management of credit exposures, identifying risks early.
• Contribute to high‑quality new business opportunities aligned with Unity’s values and the UN SDGs.
• Analyse financial information and prepare lending proposals for Credit Underwriting when required.
• Be accountable for AML/KYC responsibilities for RM‑managed clients.
• Partner closely with Unity Experience to ensure seamless onboarding and service delivery.
• Lead the valuation process, liaising with Valuers on behalf of RMs.
• Provide proactive administrative and project support to the Regional Director.
• Spot opportunities for process improvements, new services and better customer experiences.
• Develop deep knowledge of the Trade Union and CDFI sectors and their unique needs.
• Support RMs with conferences, trade shows, and training sessions — both virtually and across the UK.

🌱 What we’re looking for

Someone who is:

• A natural relationship‑builder with strong communication skills.
• Organised, detail‑focused and comfortable managing multiple priorities.
• Confident analysing financial information and supporting credit processes.
• Knowledgeable about operational bank processes and key regulatory/legal requirements.
• Familiar with banking technology, payment systems, telephony.
• Curious, proactive and keen to develop in the Trade Union and CDFI sectors.

This opportunity is open to internal and external candidates. 

This role requires working 2 days a week in the Birmingham Office - Tuesday & Wednesday.
Interviews to be held on 10th & 11th March

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.