Real Estate Relationship Manager

Overview

In this role you will manage a high-profile SME Real Estate portfolio across Devon and Cornwall, acting as a trusted advisor to clients and driving growth. You will collaborate with cross-functional teams to deliver tailored banking and ESG-aligned solutions, expanding the client base and strengthening relationships. You help clients develop financial strategies while contributing to the bank’s mission of responsible, sustainable finance. This position offers impact in a growth-focused portfolio within a values-led organisation.

Pay / Benefits

• generous pension contribution up to 15%
• annual performance-related bonus
• share schemes including free shares
• flexible benefits to suit lifestyle
• discounted shopping
• 30 days’ holiday plus bank holidays

Responsibilities

• Support high-profile client relationships with a client-centric approach
• Proactively identify and deliver Commercial Banking solutions (payments, deposits, lending, cards)
• Build and leverage a network of internal and external partners to open doors
• Lead new-to-bank client acquisition through strategic outreach and relationship building
• Establish ties with Group Partner companies to offer comprehensive bank solutions
• Manage risk by supporting ESG strategy development and progress toward Net Zero

Key requirements

• Proven ability to build and maintain strong client relationships
• Track record of winning new business in corporate or commercial banking
• Strong credit and risk management skills with credible evaluation and recommendations
• Excellent communication and negotiation skills, including understanding legal docs and terms
• Self-starting, proactive, able to work independently and in a high-performing team

• Relationship building
• Communication
• Negotiation
• Credit and risk evaluation
• Knowledge of commercial banking products
• Understanding of ESG considerations and Net Zero

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