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The responsibility of managing / assisting with the management of a client portfolio and developing and enhancing relationships with new and existing clients. To provide effective lending deposit and banking solutions to meet the needs of clients, whilst building a profitable and sustainable portfolio. A commitment to delivering exceptional client service.
TECHNICAL
- Responsible for the maintenance and development of a defined client portfolio. Building strong relationships with clients and ensuring client satisfaction by providing exceptional service.
- To assist Banking Directors with the management of their assigned client portfolio.
- Recommending the Bank’s products and services to clients and prospective clients for whom they are suitable.
- Ideally CeMAP/ MAPC qualified and Maintain Fitness & Proprietary standards for MCOB business.
- Preparation and completion of internal credit applications and regular monitoring of existing borrowing in line with the Bank’s credit policies, seeking support and training where appropriate
- Full adherence to regulatory requirements, risk appetite and Bank policies to ensure clients and prospective clients are treated fairly and receive a high-quality service and that the bank is protected at all times.
- Maintaining accurate and relevant client records in accordance with the Bank’s procedures and data protection (including KYC / anti-money laundering reviews).
- Develop and maintain a sound understanding of how the Bank operates and its commercial environment, as well as with issues likely to impact the Bank’s client base.
- Attendance at suitable networking events and undertaking targeted business development activities.
- Working alongside colleagues across the Bank to provide exceptional client service and meet the Bank’s objectives.
- Consistent and accurate use of CRM including updating client meetings contacts, prospects, new and referred business etc.
- Work closely with People Leaders in the Client Support Team to manage to day-to-day activities of the Assistant Banking Manager(s) / Business Support Assistants.
DELIVERY
- A strong commitment to exceptional client service / experience.
- Excellent attention to detail and high levels of accuracy.
- To build strong working relationships with clients and colleagues.
- Develops business development skills and identifies new opportunities.
- The ability to manage client expectations and meet agreed deadlines.
- Highly organised with the ability to manage multiple and changing priorities at once.
- Works effectively under pressure.
- Works with integrity and discretion.
- Always represents the Bank to the highest standard.
- Self-motivated and pro-active.
COMMUNICATION & COLLABORATION
- The ability to develop and maintain strong relationships with clients and colleagues.
- Uses effective questioning and listening skills to establish client needs.
- Effective interpersonal and communication skills (both written and oral).
- Ability to positively challenge both colleagues and clients where appropriate.
- Presents appropriate recommendations in a clear, concise, and accurate manner.
- Ability to deliver effective presentations to clients.
- Pro-active, with the ability to work alone where required.
- A dedicated team player.
- Contributes positively to team morale.
- Contributes to ideas and group discussions.
- Takes ownership.
- Asks for help when needed.
- The ability to delegate effectively.
- Suggest amendments to policies and procedures to support the Bank’s continuous improvement process.
DEVELOPMENT
Developing self:
- Being inquisitive and proactive in your own development.
- Putting a personal development plan in place and executing it.
- Embracecoaching and mentoring by senior colleagues / peers.
- Take feedback on board and continuously develop.
- Actively participate in training sessions and put formal training into practice.
- Desire to increase skills and knowledge, by identifying additional learning opportunities.
- Expand knowledge of the wider Bank to learn processes beyond immediate department.
- Continuous professional development and training to maintain required competency to discharge assigned responsibilities.
- To enhance relationship management and business development skills.
- To undertake or support ad-hoc business projects as required.
- Deputise for Banking Directors where appropriate.
Developing others:
- Take responsibility for training new team members.
- Mentor and coach team members, where appropriate.
- Design and deliver effective, and engaging training sessions.
- Act as a role model.
About us
AtHampden Bank we provide private banking as it should be: approachable, accessible expertise delivered through loyal, long-lasting client relationships. Personalised service is at the core of our business, with a culture that is built on relationships. We take the time to get to know our clients to help them achieve their aspirations.
As a growing and ambitious company, we seek people to join our team who share our values; Proud Ownership, Absolute Integrity, Total Inclusivity, Winning Teamwork and Purposeful Growth.
We are committed to an inclusive culture where everyone is comfortable to be their authentic self. We recognise, value and respect diverse cultures, knowledge, and identities. We work together to ensure collaboration, development, and success for everyone, supporting them to thrive and reach their potential.
We offer exciting career opportunities through professional and personal development, and have an extensive range of benefits you can enjoy.
To apply
Please submit your CV by the closing date. Please remember, on occasion we do receive more applications than expected we may bring the closing date forward, so please do apply promptly.
If you require reasonable adjustments to be made during the recruitment process, please let us know by contacting the People Team and we will endeavour assist you.
If you are excited about this opportunity and think you can bring value to the role and Hampden Bank, but your experience does not align perfectly with every aspect of what we are looking for, we would be happy to hear from you.
If you have any questions or are interested in learning more about the role, please contact the People Team and we will get back to you as soon as possible.
Seniority level
Seniority level
Mid-Senior level
Employment type
Job function
Job function
Finance and SalesIndustries
Banking
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