An ambitious Assistant Banking Manager with proven experience delivering exceptional customer service and bespoke financial solutions at Handelsbanken. Demonstrates strength in developing long-term client relationships, managing a personal portfolio of private and corporate clients, and contributing to business growth through proactive business development, and analytical insight. Fully aligned with Handelsbanken's decentralized, customer-based banking model, with plenty of hands-on experience producing credit papers, conducting AML reviews, and supporting the branch with audit and compliance standards. Recently completed the CCBI qualification to strengthen technical understanding and credibility.
Overview
4
4
years of professional experience
Work History
Assistant Banking Manager
Handelsbanken UK plc
08.2024 - Current
Manage a portfolio of 40+ private and corporate customers, supporting long-term relationship development and identifying opportunities to deepen customer engagement.
Develop new business in line with branch's net growth goals, including £2.15m fixed-term deposit from a local SME and over £120k of new ISA deposits within 8 weeks.
Conduct client annual reviews, credit risk assessments, and AML due diligence to ensure high standards of governance and regulatory compliance.
Produce detailed RAKTs independently at onboarding or annual review, enhancing efficiency and enabling Account Managers to focus on strategic relationship development.
Stay aware of policy, risk, and compliance changes, ensuring a strong regulatory adherence, aiding the branch's recent audit score jump from 4 to 2.
Maintain comprehensive awareness of competitor offerings, industry developments, and emerging market trends.
Demonstrated proficiency in Excel by developing essential spreadsheets highlighting clients making branches under £250 pcm, contributing to improved branch profitability.
Enhanced presentation skills through delivering engaging and informative presentations to branch and deputy branch managers, effectively communicating complex data and actionable recommendations.
Account Management Support
Handelsbanken UK plc
11.2022 - 01.2023
Collaborated with branch manager in pre-audit sense check ensuring compliance and audit standards are met.
Implemented a comprehensive diversity and inclusion training program, including a workshop and seminar, resulting in increased awareness and understanding among staff.
Assisted Corporate Banking managers by streamlining administrative tasks such as annual review and AML checks, enabling them to focus more effectively on client relationships and strategic initiatives.
Developed strong time management skills through balancing full-time work commitments with exam preparation and dissertation writing.
Bar Associate
JD Wetherspoon
06.2023 - 12.2023
Delivered exceptional customer service in a fast-paced environment, ensuring customers received prompt and courteous assistance in ordering and enjoying their drinks and meals.
Managed cash transactions accurately and responsibly, operating the till with precision and integrity in accordance with company policies and procedures.
Summer Intern
Handelsbanken UK plc
06.2023 - 08.2023
Gained valuable experience in project leadership after spearheading a group of interns in conducting comprehensive data gathering and analysis to formulate a marketing plan targeting young demographics, resulting in useful insights and recommendations for the bank.
Food and Beverage Assistant
Sunningdale Golf Club
04.2021 - 12.2022
Efficiently managed bar operations, including taking orders, preparing drinks, and serving beverages promptly and courteously.
Worked collaboratively with fellow staff members to ensure seamless operations and exceptional service, contributing to a positive and cohesive team environment.
Adapted seamlessly to the unique demands of serving clientele within a prestigious and renowned establishment, consistently exceeded expectations and upheld the club's disguised reputation.
University Course Representative
University of Leeds
09.2021 - 10.2022
Collected, compiled, and meticulously analysed feedback from a diverse group of over 70 students, transforming raw data into insightful findings utilised in monthly meetings.
Developed strong presentation skills through regular delivery of survey findings to heads of faculty and senior staff, fostering collaboration and alignment on initiatives to address student needs.
Helped implement strategies focused in improving student engagement and satisfaction levels, improving the overall learning experience.
Education
Chartered Banker Certificate -
Chartered Banker Institute
03.2025
Bachelor of Science - Politics with Quantitative Research Methods
University of Leeds
07.2023
A level - Chemistry, Economics, Philosophy
Charters Sixth Form
06.2020
Accomplishments
Self-taught the CCBI Certificate to strengthen technical knowledge and professional credibility, achieving 85% in the exam.
Achieved multiple new-to-bank deals as Assistant Banking Manager, directly contributing to branch growth.
Designed and led a branch-wide fraud awareness webinar to customers in conjunction with Thames Valley Police, promoting customer protection and community engagement.
Delivered process improvements to reduce manual workload for account managers during annual reviews.
Timeline
Assistant Banking Manager
Handelsbanken UK plc
08.2024 - Current
Bar Associate
JD Wetherspoon
06.2023 - 12.2023
Summer Intern
Handelsbanken UK plc
06.2023 - 08.2023
Account Management Support
Handelsbanken UK plc
11.2022 - 01.2023
University Course Representative
University of Leeds
09.2021 - 10.2022
Food and Beverage Assistant
Sunningdale Golf Club
04.2021 - 12.2022
Chartered Banker Certificate -
Chartered Banker Institute
Bachelor of Science - Politics with Quantitative Research Methods
Senior Materials Coordinator at Wood Group UK PLC / Bilfinger Salamis UK Ltd / AMECSenior Materials Coordinator at Wood Group UK PLC / Bilfinger Salamis UK Ltd / AMEC