Daniel Dawson Email & Phone Number

London, Gb

London, England, United Kingdom

London, England, United Kingdom

• As a Senior Business Manager, I work within RBS/NatWest Business Banking Team managing a mixed sector portfolio of SME's.• Pro-actively manage and develop effective client relationships, identifying and managing solutions to meet a wide range of client needs and promoting products and services build both new and existing customer relationships through a systematic contact strategy, reduce risk exposures and maintain high standards of data quality.• Through financial reviews I develop a comprehensive understanding of client’s financial needs and demonstrate strong product and service knowledge in order to match the bank’s offering with client needs• Generate new client acquisitions and provide product solutions to new clients; liaising with product partners to ensure the quality of leads referred is to the required standard• Oversee the credit risk associated with assigned client and manage KYC reviews and risk assessments associated with existing and new clients.

London, England, United Kingdom

• As an Assistant Director I had worked within RBS’s Mid Corporate Media and Technology, Real Estate and Financial Institutions Team’s.• Within the role I establish and build relationships with prospective customers on behalf of my Directors. I work with my Relationship Director’s to achieve business wins, through development and management of my own shadow portfolio and through customer referrals. • I support clients with funding and working capital needs, I work with clients to prepare applications for loans by compiling, arranging, and reviewing all relevant documents to determine the feasibility of granting the loan.• I also pro-actively provide support to my Relationship Director’s with their portfolios. Helping to build and enhance both new and existing customer relationships, reduce risk exposures and maintain high standards of data quality.• Develop strong and productive relationships with Product Partners and other Business Partners to ensure customers get the right solution at the right time for their business.

London, England, United Kingdom

• As an Assistant Relationship Manager (ARM) I was a member of the Mid Corporate Financial Institutions Team. As an ARM I was an integral part of the overall relationship team supporting two Relationship Directors (RD) and Assistant Directors (AD). • I shared responsibility with the AD/RD to deliver world class customer experience to clients through a deep understanding of their needs. • I supported and helped drive the generation and monitoring of sales and performance objectives, delivering positive customer outcomes alongside revenue growth. • I booked appointments for AD/RD and prepared well researched and comprehensive agendas as required for the AD/RD in preparation for client and prospect meetings. • I proactively participated as a member of a highly motivated team, sharing best practices and coaching less experienced staff. • I assisted with the timely completion of credit papers for new deals and facility renewals.

London, England, United Kingdom

• As a Commercial Support Manager, I worked in the Commercial Financial Institutions and Real Estate Teams. As a support manager I was an integral part of the relationship team supporting Relationship Directors.• Act as a point of contact for Services, C&TM teams, and customers for enquiries, dealing with relevant queries to ensure customer service is of the highest standard. • Support and help drive the generation and monitoring of sales and performance objectives, through the completion of Commercial Account Opening and Loan Documentation. • I had to ensure credit stewardship responsibilities are understood and adhered to across the portfolio. • Proactively participate as a member of a highly motivated team, sharing best practices and coaching less experienced staff.

Folkestone

• I was responsible for Identifying opportunities to help customers meet their needs. I worked as an individual and with the branch team to ensure a clear customer contact strategy was in place with a clear focus on acquiring, growing & retaining the branch’s quality customer relationships.• I was responsible for a portfolio of around sixty private customers, and was focused on the growth and retention of the portfolio.• During appointments I would complete customer reviews to help customers identify their needs and priorities, following up with the appropriate product or service and where applicable refer them to the correct specialist.• I became full time customer advisor in January 2014 based at RBS Folkestone branch and over the course of a year also covered the Canterbury, Maidstone, London –Threadneedle Street and Piccadilly Circus branches.

Folkestone

• I was the first point of contact within the branch for customers of RBS, supporting them by answering their enquiries and identifying products and services that meet their personal financial needs.• I completed general banking requests such as payments and cash withdrawals and proactively educated customers on the different ways they could bank with us.• As a cashier I was responsible for the management of my till and the branches cash reserve, completing daily balances on both.• I was accountable for my compliance with all RBS policies and remained up to date with RBS's statutory, regulatory, supervisory and legal obligations through the timely completion of monthly modules.•As a part of my own personal development I ensured where possible I identified opportunities to help customers with saving, lending and protection products and facilitated appropriate hand overs to the customer advisors who could help them further.