Relationship & Branch Manager
Job description
Original text imported from Reed
Job Title: Relationship & Branch Manager
Location: Manchester Branch
Employment Type: Permanent, Full-Time
Salary: £70,000-£80,000
Work Model: Onsite, 5 days a week
Role Overview:
We are seeking an experienced Relationship & Branch Manager to drive profitable growth through the sales and service of Commercial and SME clients. The successful candidate will manage an assigned portfolio, expand existing relationships, and originate new business, while maintaining portfolio health and ensuring compliance with regulatory standards.
Key Responsibilities:
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Lead and manage branch staff, coaching and developing the team to achieve KPIs and business objectives.
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Manage and grow a portfolio of commercial clients, delivering lending, deposits, and other banking solutions.
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Oversee branch performance against targets, including account volumes, asset and liability growth, and remittance values.
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Ensure sales and service activities are conducted professionally and in line with regulatory and compliance requirements.
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Monitor portfolio performance, identify early warning signals, and take proactive actions to maintain asset quality.
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Build and maintain strong relationships with clients and stakeholders, supporting business development initiatives.
Candidate Profile:
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Minimum 5 years' UK banking experience in running sales teams and managing corporate/SME portfolios.
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Proven leadership skills, with experience coaching, inspiring, and developing high-performing teams.
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Strong commercial awareness with a track record in business development, relationship management, and client origination.
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Knowledge of UK banking products, procedures, and relevant legislation, including AML and Treating Customers Fairly (TCF) regulations.
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Excellent communication and presentation skills, with the ability to engage internal and external stakeholders at all levels.
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Results-oriented, with a can-do attitude and ability to drive KPIs and exceed targets.
Key Competencies:
Achieving excellence, influencing, inspiring, communicating effectively, building trust, developing people, collaborating, gathering information, understanding issues, and finding solutions.
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your UK banking experience prominently as the advert specifically requires 5+ years in this sector
📊 Quantify your portfolio management results: 'Managed £15M SME portfolio, achieving 12% asset growth'
🎯 Emphasise your team leadership experience with specific metrics on KPI achievement and team development
🏦 Showcase your knowledge of AML and TCF regulations as these are explicitly mentioned compliance requirements
🤝 Detail your client origination success with concrete numbers of new relationships secured and revenue generated
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Led 8-person commercial banking team to achieve 118% of annual KPI targets, generating £2.3M in new lending facilities across SME portfolio
- •Managed £45M commercial client portfolio with 99.2% asset quality rating, implementing early warning systems that reduced NPLs by 23%
- •Originated 47 new SME relationships worth £8.7M in deposits, exceeding branch targets through proactive business development and TCF-compliant sales processes
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Letter preview — tailored to LJ Recruitment
Dear Hiring Manager,
LJ Recruitment's Relationship & Branch Manager position combines my core strengths in commercial banking and team leadership. With proven experience in SME portfolio management and AML compliance, I am well-positioned to drive profitable growth whilst maintaining regulatory standards.
My background in managing commercial client relationships and leading high-performing sales teams aligns perfectly with your requirements for branch performance and KPI achievement. I have consistently delivered asset growth, expanded liability portfolios, and originated new business relationships across diverse commercial sectors.
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Interview questions
10 questions generated from this advert.
Technical
- ›How do you ensure AML compliance when onboarding new SME clients?
- ›What key metrics do you use to monitor portfolio health and early warning signals?
- ›How do you structure commercial lending proposals for different SME sectors?
- ›What's your approach to managing asset quality across a diverse commercial portfolio?
- ›How do you ensure Treating Customers Fairly principles are embedded in your team's sales process?
Behavioural
- ›Tell me about a time you had to turn around an underperforming branch team
- ›Describe a situation where you identified early warning signals in your portfolio and took corrective action
- ›Give an example of how you've successfully originated a significant new commercial client relationship
- ›Tell me about a challenging regulatory compliance issue you've managed
- ›Describe how you've coached a team member to exceed their KPIs
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you had to turn around an underperforming branch team
Describe a situation where you identified early warning signals in your portfolio and took corrective action