Nottinghamshire, England, United Kingdom
Professional and ambitious with extensive relationship building experience and committed to providing outstanding service. Excellent communication and interpersonal skills: ability to interact effectively with customers, which allowed me to understand their needs and requirements and offer the best possible advice. Strong relationship building skills with colleagues and professionals, allowing for sharing of best practice and referral of mutual business. Establishing and maintaining strong relationships with customers and professionals, resulting in becoming an essential point of consultation for any ongoing or future business decisions. Applying methodical and analytical skills in problem solving and decision making when assessing customers business plans and financials when approached with lending requests. Proficient planner and organizer who can effectively manage and prioritise an ever changing workload. Ability to manage and implement change to achieve best results whilst minimizing the impact on customer service. An active team member who is equally comfortable working without supervision and using own initiative. Member of a local football and hockey team, also captaining and sitting on the committee for both clubs, with a particular focus on the financials. Involved with all key decisions including selection, discipline, coaching and fixture planning. Comfortable when listening to colleagues concerns, providing an empathetic ear and understanding into their issues. Record of exceeding sales targets. Identification and research into potential new customers, prior to approaching them with a proposal to switch their accounts.
Provide dedicated Relationship Managment for business' in the East Midlands. Contact me for information on Deposits, Lending or specialist finance.
The principal point of contact for Small Business customers with a turnover up to £3 million. • Managed a portfolio of customers operating across all sectors including lending advice and approval. • Identification of cross sales opportunities to meet customers' needs, and attracting new customers by raising the profile of the Bank within the market place. • Successfully responded to adverse conditions in the market place by adopting a commercial approach to the restructure, re-pricing and refinancing of customers within the portfolio. • Identified and worked closely with potential risk customers to effectively mitigate potential losses to the Bank whilst maintaining professional dialogue with customers and their representatives. • Line management responsibility with a focus on providing coaching, guidance and sharing best practice in order to aide performance and maximise personal development. • Undertook regular review of customers' banking products which involved face to face meetings and preparing credit applications in line with the Bank's Credit Policies.
A primary point of contact for Medium Business customers with an annual turnover in excess of £3 million. • Identified customer's needs and generating sales in various areas such as asset finance, commercial insurance, life assurance, pensions, company credit cards and electronic banking. • Provided assistance and advice to customers, colleagues and professionals on a wide range of technical and servicing issues. • Resolved queries and complaints in a timely and equitable manner. • Assisted colleagues in achieving their performance contracts. • Assisted the Relationship manager with annual reviews of customer’s banking products.
A primary point of contact for Corporate customers with an annual turnover in excess of £5 million. • Assisted the Relationship manager with annual reviews of customer’s Banking products,and managed his diary on a weekly basis. • Liaised with my Corporate Service Assistant, providing guidance, direction and coaching.