Relationship Director, Commercial Mid-Market

JR United Kingdom; Harrogate; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

A leading company is seeking a Relationship Director to manage a portfolio of commercial customers in Harrogate. The role involves driving sales, enhancing customer relationships, and analyzing financial information. Candidates should possess a diploma in lending skills and have prior experience in commercial banking, along with strong interpersonal and analytical skills.

Qualifications

• Diploma in lending skills (mandatory), with the option to take the exam within six months if not already held.
• Previous experience in commercial banking.
• In-depth 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

Risk assessment

Customer relationship management

Analytical skills

Problem-solving

Education

Diploma in lending skills

Job description

Social network you want to login/join with:

Relationship Director, Commercial Mid-Market, Harrogate

Client: NatWest

Location: Harrogate, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

11

Posted:

25.05.2025

Expiry Date:

09.07.2025

Job Description:

• Manage and develop a portfolio of commercial customers, providing the right products and services for their financial needs.
• Drive sales activity to maximize new business, while managing customer relationships to improve customer experience.
• Support business growth and build lasting relationships with long-term thinking and commercial acumen.
• Work primarily through client meetings at their premises, collaborating with colleagues in the office at least two days a week, or as required, with the remainder working remotely within the region.

What you'll do

• Show entrepreneurial attitude, drive customer advocacy, and create value from customer relationships.
• Provide excellent customer service, exceeding expectations to increase loyalty and satisfaction.
• Maintain relationships with key partners.
• Use tools effectively for contact and strategy planning, identifying and meeting 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 cost, risk, and capital controls.

The skills you'll need

• Diploma in lending skills (mandatory), with the option to take the exam within six months if not already held.
• Previous experience in commercial banking.
• Excellent interpersonal, negotiation, and networking skills.
• Proven risk assessment experience with monitoring and control skills.
• Outstanding customer relationship skills.
• In-depth knowledge of credit processes and policies.
• Understanding of macroeconomic and financial outlooks, with insight into the commercial sector.
• Ability to analyze complex financial information and structure solutions.
• Strong problem-solving and analytical skills.