Business Development Executive (Onboarding)

Overview

In this role you will help bring Allica’s SME-focused products to market and drive adoption among established businesses. You’ll identify opportunities and engage decision-makers by phone and email to convert prospects into active current and savings accounts. You will own the end-to-end onboarding journey, ensuring a smooth, first-class customer experience. You collaborate across product, marketing, and operations to deliver value and shape the customer’s relationship with Allica Bank.

Pay / Benefits

• Full onboarding support
• Flexible working
• Discretionary bonus scheme
• Private health cover
• Life assurance
• Enhanced maternity & paternity leave

Responsibilities

• Clearly articulate Allica’s value proposition to SME decision-makers (Owner, Director, FD)
• Generate high-quality opportunities from prospect lists and convert to active accounts
• Understand and support the onboarding process to enable quick opening and usage of accounts
• Represent Allica Bank professionally as the first point of contact
• Learn products and criteria to improve prospect engagement and conversion
• Gather customer feedback on features and feed into Product teams
• Collaborate with Marketing and Data teams to improve targeting, segmentation, and messaging
• Deliver the business plan for the role and manage personal development and objectives
• Collaborate with all areas of Allica to ensure seamless service
• Adhere to mandatory policies and operational controls

Key requirements

• Proven track record in telephone-based lead generation with established SMEs (5-250 employees)
• Excellent interpersonal and communication skills; proven ability to earn trust
• Experience in fast-paced environments and adaptability
• Ability to work with Relationship Managers, Operations, KYC/B and underwriters to deliver positive outcomes
• History of exceeding targets and delivering customer service that creates new income opportunities while considering risk
• Understanding of SME financial products (payments, lending, accounting, CRM) and experience with business current accounts is preferred

• Excellent interpersonal and communication skills
• Collaborative mindset
• Adaptability in fast-paced environments
• Understanding of SME financial products (payments, lending, accounting, CRM)
• CRM familiarity (as part of SME product suite)
• Remote/telephone-based sales techniques

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