Experience

• 

  Barclays

  Mar 2007 - May 2018

  Sales and Service--------------------------•Develop and maintain own contacts with individuals within customers’ organization.•Act as principal point of contact in Relationship Managers absence.•Co-ordinate introduction to and from other areas of the Barclays Group where appropriate and monitor outcome.•Assist with development of and revisions to Customer Relationship Plan.•Monitor level of customer service and satisfaction.•Conduct research to identify potential new customers and maintain database of potential customers.•Arrange and undertake product presentations where appropriate.•Develop and maintain contacts with specialists in other branch sectors and other areas of the Group.•Monitor leads and co-ordinate information for the Relationship Manager on overall portfolio.Business Management ---------------------------------•Monitor set-up of products from other areas of the Barclays Group.•Act as liaison for risk management information purposes with customers, accountants, solicitors and other relevant people.•Collate customer produced financial information.•Analyse historic and projected financial information to identify key issues and monitor compliance with covenants and terms prior to discussing with Relationship Manager.•Assist with creation of Credit Applications.•Co-ordinate preparation of facility letters, their execution and drawdown of facilities.•Provide technical input and undertake research for Relationship Manager in connection with proposed security and liaise to arrange preparation and execution of security documentation.•Attend Relationship Team meetings and contribute fully, including suggestions for ways of improving customer service.•Contribute to environment of mutual support by sharing knowledge with other team members. Show less

  • Senior Relationship Manager

    Nov 2013 - May 2018

  • ASSISTANT RELATIONSHIP MANAGER

    Mar 2007 - Oct 2013
• 

  Ncba bank

  Aug 2018 - Mar 2024

  Senior corporate manager
• 

  Ncba group

  Mar 2024 - now

  Agm corporate banking