At a Glance
- Tasks: Grow and manage a portfolio of commercial banking relationships while championing ethical banking.
- Company: Unity Trust Bank, committed to purpose-led banking and community impact.
- Benefits: Inclusive culture, flexible working, and opportunities for professional growth.
- Why this job: Shape the future of sustainable banking and make a real difference in local communities.
- Qualifications: 5+ years in commercial banking with strong relationship management skills.
- Other info: Join a diverse team dedicated to innovation and collaboration.
The predicted salary is between 36000 - 60000 ÂŁ per year.
At Unity Trust Bank, we’re proud to be bold in our ambitions, straightforward in our approach, inclusive in our thinking, and guided by integrity and collaboration in everything we do. We believe that banking should serve the common good—and that starts with understanding our customers deeply and acting on what matters most to them. Guided by these values—and our commitment to Consumer Duty—we ensure our relationships deliver fair, transparent, and sustainable outcomes for our customers.
We’re looking for an experienced Relationship Manager to represent our bank across Wales — developing a high‑quality portfolio of commercial clients, expanding our network of introducers, and championing our values in the market. This is a role for someone who wants to do more than manage accounts. It’s for someone who wants to shape the future of ethical, sustainable banking in the region.
What You’ll Be Doing
- Grow and Manage a High‑Quality Portfolio
- Acquire, manage and maintain a portfolio of commercial banking relationships aligned to our business plan.
- Deliver financial and volumetric objectives that support the bank’s growth and performance.
- Broaden and deepen customer relationships to maximise income opportunities and enhance satisfaction.
- Build and nurture relationships with key sector bodies, professional intermediaries and local organisations.
- Develop a strong network of introducers and maintain a shadow pipeline of target businesses.
- Represent the bank with professionalism, credibility and a genuine commitment to our values.
- Originate high‑quality lending and non‑lending business that aligns with the UN Sustainable Development Goals and our mission.
- Ensure credit exposures are well‑managed, with early identification and mitigation of risks.
- Share sector knowledge and specialist skills to support colleagues across Commercial Banking.
- Help develop the relationship management and sales capabilities of the wider team.
- Provide insight to shape new products, services and processes that enhance the customer experience.
- Lead and manage others as required within the team structure.
What You’ll Bring
- Strong business development and relationship management experience within commercial banking (typically 5+ years).
- Operational understanding of banking processes, regulatory requirements and legal considerations.
- Banking qualifications are desirable but not essential.
- A proven track record of developing quality business and managing commercial portfolios.
- Ability to proactively identify opportunities and drive tasks independently.
- Excellent interpersonal, communication and influencing skills.
- Strong planning, organisation and time‑management abilities.
- Confident in financial analysis and interpreting financial information.
- Comfortable managing multiple priorities while maintaining exceptional attention to detail.
Are you a natural connector with a passion for purpose‑driven banking? Do you thrive on building meaningful commercial relationships that make a real impact in local communities? If so, this could be your next move.
The full job description is available on request.
We are proud to have an inclusive recruitment process, which we pride ourselves on flexing to be accessible to all. We believe that inclusive and accessible recruitment opens our doors to a broader, more diverse talent pool—bringing in candidates with varied backgrounds, experiences, and perspectives. We strive for this diversity to strengthen our decision-making, fuel creativity, and to drive innovation across the bank.
If you are interested in joining the bank, we are committed to creating a process that meets your individual needs. We want to help you in whatever way you need to put your best, true self forward in our recruitment process, please reach out to Recruitment@unity.co.uk to discuss how we can collaborate with you on this.
Relationship Manager - Wales in Birmingham employer: Unity Trust Bank plc
Contact Detail:
Unity Trust Bank plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager - Wales in Birmingham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the Welsh business community. Attend local events, join relevant groups, and don’t be shy about introducing yourself. Remember, it’s all about building those relationships that can lead to opportunities.
✨Tip Number 2
Show your passion for purpose-driven banking! When you’re chatting with potential clients or partners, make sure to highlight your commitment to ethical banking and how it aligns with their values. This will help you stand out as someone who genuinely cares about making a difference.
✨Tip Number 3
Be proactive in your approach! Don’t wait for opportunities to come to you; go out and find them. Research potential clients and reach out to them directly. A personalised message can go a long way in making a great first impression.
✨Tip Number 4
Utilise our website for applications! We’ve got all the resources you need to showcase your skills and experience effectively. Make sure to apply through our site to ensure your application gets the attention it deserves. Let’s get you on board!
We think you need these skills to ace Relationship Manager - Wales in Birmingham
Some tips for your application 🫡
Show Your Passion for Purpose-Driven Banking: When writing your application, let your enthusiasm for ethical banking shine through. We want to see how you connect with our values and how you can contribute to shaping the future of banking in Wales.
Highlight Your Relationship Management Skills: Make sure to showcase your experience in developing and managing commercial relationships. We’re looking for someone who can build strong connections, so share specific examples of how you've done this in the past.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and focus on what makes you a great fit for the role. Remember, less is often more!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Unity Trust Bank plc
✨Know Your Values
Before the interview, take some time to really understand Unity Trust Bank's values and mission. Think about how your own values align with theirs, especially around ethical and sustainable banking. Be ready to share examples of how you've championed similar principles in your previous roles.
✨Showcase Your Relationship Skills
As a Relationship Manager, your ability to build and maintain connections is key. Prepare specific examples of how you've successfully developed commercial relationships in the past. Highlight your networking strategies and how you’ve turned introductions into lasting partnerships.
✨Demonstrate Financial Acumen
Brush up on your financial analysis skills and be prepared to discuss how you've managed portfolios effectively. You might be asked to interpret financial information or discuss how you've identified opportunities for growth in previous roles, so have some concrete examples ready.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions that show your interest in the role and the bank's future. Ask about their approach to community engagement or how they measure success in relationship management. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.