Relationship Director, Commercial Mid-Market

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

Job summary

A leading company in the financial sector is seeking a Relationship Director to manage and develop a portfolio of commercial customers. The role requires strong interpersonal skills and the ability to provide tailored financial solutions, driving customer advocacy and satisfaction. Candidates should possess a diploma in lending skills and have previous experience in commercial banking, along with a deep understanding of credit processes and macroeconomic trends.

Qualifications

• Experience in commercial banking is essential.
• Strong risk assessment and monitoring skills required.
• Deep knowledge of credit processes and policies.

Responsibilities

• Manage and develop a portfolio of commercial customers.
• Drive sales activity to maximize new business.
• Analyze financial information to prepare structured credit applications.

Skills

Interpersonal skills

Negotiation skills

Networking skills

Problem-solving skills

Analytical skills

Education

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 while managing 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 at least two days a week or as required, and working remotely within the region.

What you'll do

• Show entrepreneurial attitude while driving customer advocacy and creating value from relationships.
• Provide excellent customer service with appropriate financial solutions to increase loyalty and satisfaction.
• Maintain and develop relationships with key business and functional partners.
• Utilize 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, adhering to cost, risk, and capital controls.

The skills you'll need

• A diploma in lending skills is mandatory; if not held, the exam can be completed within six months of starting.
• Previous experience in commercial banking.
• Strong interpersonal, negotiation, and networking skills, especially in a sales environment.
• Proven risk assessment experience with monitoring and control skills across various customer situations.
• Outstanding customer relationship skills.
• Deep knowledge of credit processes and policies.
• An understanding of macroeconomic and financial outlooks and commercial sector activity.
• Experience analyzing complex financial data and structuring solutions.
• Strong problem-solving and analytical skills.