Relationship Director, Commercial Mid-Market

ZipRecruiter; Harrogate; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

Join a leading company as a Relationship Director in Commercial Mid-Market, where you'll manage a portfolio of commercial customers and drive sales activities. This role requires strong interpersonal skills, a mandatory diploma in lending, and previous commercial banking experience. You'll split your time between client meetings, office collaboration, and remote work, enhancing customer relationships and business growth.

Qualifications

• Previous experience in commercial banking required.
• Understanding of macroeconomic and financial outlooks essential.
• Ability to analyze complex financial data and structure solutions.

Responsibilities

• Manage and develop a portfolio of commercial customers.
• Drive sales activity to maximize new business opportunities.
• Maintain and develop relationships with key business partners.

Skills

Interpersonal skills

Negotiation skills

Networking skills

Risk assessment skills

Customer relationship skills

Analytical skills

Problem-solving skills

Education

Mandatory diploma in lending skills

Job description

Job Description

Join us as a Relationship Director in Commercial Mid-Market. This role involves managing and developing a portfolio of commercial customers, providing them with suitable products and services for their financial needs. You will drive sales activity to maximize new business opportunities while maintaining customer relationships to enhance the customer experience. Your long-term thinking and commercial acumen will support business growth and help build lasting relationships.

Your time will be split between client meetings at their premises, collaborating with colleagues in the office (minimum two days a week or as required), and working remotely within the region.

What you'll do

• Show an entrepreneurial attitude, drive customer advocacy, and create additional value from customer relationships.
• Provide excellent customer service by offering appropriate financial solutions, increasing loyalty and satisfaction by exceeding expectations.
• Maintain and develop relationships with key business and functional partners.
• Use tools effectively for contact and strategy planning, identifying customer needs, and recording interactions.
• Present pitches and papers to customers.
• Analyze financial information to prepare structured credit applications.
• Deliver targeted new lending while adhering to risk, cost, and capital controls.

The skills you'll need

• Mandatory diploma in lending skills (can be obtained within six months of starting).
• Previous experience in commercial banking.
• Strong interpersonal, negotiation, and networking skills in a sales environment.
• Proven risk assessment and monitoring skills across various customer situations.
• Outstanding customer relationship skills.
• In-depth knowledge of credit processes and policies.
• Understanding of macroeconomic and financial outlooks, with a strong grasp of the commercial sector.
• Ability to analyze complex financial data and structure appropriate solutions.
• Strong problem-solving and analytical skills.