Relationship Director

Join us as a Relationship Director on a in our Norwich office, covering clients across Norfolk within UK Corporate.  

In the UK Mid Corporate business area of Corporate Banking we seek to understand our clients’ objectives, opportunities and challenges, and work with them to achieve their business ambitions. We offer expert industry insight across every sector: from manufacturing and technology, to restaurants and law firms, working with product specialists to deliver the appropriate financial solutions for our clients.

As a Relationship Director you will effectively manage, develop and grow a portfolio of approximately 40 customers each with a turnover of between £6.5 and £50m or having debt requirements in excess of £1m through excellent customer service and deepening relationships.  You will proactively maximise all opportunities within your local market, to attract and gain new customers to the Bank. Business development is a key focus of this role and the goal is to secure 2 (or more) new to bank customers in each financial year or deliver client acquisition annualised income contribution of at least £150k from at least 2 new client business relationships.

Essential Skills:

• Client portfolio management experience

• Successful track record of business development and acquiring new customers. 

• Exposure to Norfolk businesses with turnover in the £6.5 - £50 million range

• Commercial Effectiveness: Including Client /Customer Focus and Commerciality

• Control Environment: Including Risk Management

• Business Skills: Including Delivering Solutions and Decision Making

• Personal & Interpersonal Skills: Including Communication & Influence and Collaboration

• The role requires a significant number of visits to customers at their own premises requiring a high degree of mobility.

Desired Skills:

• Technical knowledge of lending/ Zeus/ GPT and post sanction fulfilment

• Industry knowledge and understanding of key drivers for business owners

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in Norwich.

Purpose of the role

To establish and nurture profitable partnerships with corporate clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. 

Accountabilities

• Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
• Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
• Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
• Provision of guidance to clients to support their financial decisions, risk management and wealth management strategies and updates on market trends to ensure a positive and continuous relationship.
• Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
• Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
• Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.
• Execution of market research and analysis to support the identification of potential new opportunities, market trends, and customer needs, to develop strategies for business growth.

Vice President Expectations

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
• If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
• OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.