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A day in the life of a Relationship Support Manager…

Kelly Bullock
By Kelly Bullock | July 27, 2017

Can you describe your role within Business Banking & how long have you been doing it?

I have worked within Business Banking for 11 years.  I am here to help build the relationship with the clients and to ensure that everything runs as smoothly as possible for them.  Educating the clients on self- service as appropriate and spotting opportunities through detailed client reviews.  I raise the Business Banking profile locally by attending key networking events and by organising internal seminars covering such topics as fraud. I work closely with my Regional Director to ensure we have delighted clients and we grow our portfolio.

How did you get to where you are?

Previously I was an Assistant Vice President Relationship Manager for 10 years and I wished to go part time as I have two young children.  The Relationship Support Manager role allowed me the flexibility to work three days a week and still use my experience.

Why did you choose to work in Relationship Banking?

I enjoy the client interaction and I find dealing with local business interesting as there is always so much to learn and it’s never dull!

What’s a typical day like in the role?

Checking for excess first thing then dealing with any urgent client emails.  Planning and carrying out client reviews for myself and the Regional Director.  Checking ours and the teams MI is all up to date and chasing when needed. Assisting with progressing lending cases and client acquisition.  I am the colleague champion for the team so I look for ideas on how to support my team with recognition and wellbeing etc.  Attending a local networking lunch and a local micro market meeting. Supporting new members in the team with training.  Loading accounts for clients.

What is your favourite aspect of the job?

Getting to know the different local business and working well with my wider team.

What do you think are the key skills required for your role?

Strong relationship skills and being organised.

What would be your biggest piece of advice for anyone considering a career in Relationship Banking? 

If you would like a really varied interesting role that keeps you on your toes then this is a fantastic career move.

What is the typical career path for people who work in the team?  Where do they tend to go next?

Head of Support Team or across to a Relationship Manager Role with their own portfolio.  Other colleagues have joined trade and sales financing.  The Relationship Support Manager role gives you a great overall knowledge base from which you can progress your career.

What do you like to do outside of work?

Spending time with my family, riding horses and training in the gym.