Sarah Chapman Email and Phone Number

• Senior Relationship Manager focused on growing, retaining and becoming a trusted advisor to a portfolio of clients. • Responsible for the end to end project management of each transaction from the initial transaction structuring, pricing, analysis of financial information through to the utilisation of internal resources, legal compliance and engagement of higher approval stakeholders if required. • Reviewing and analysing financial information, modelling and stress testing of the financial information provided. This requires an in-depth understanding of the trading cycle of the business and any associated risks be they industry, business or economic. • Responsible for the management of my portfolios profit and loss performance. The targets set by the Bank are both footings (amount lent) target and also revenue target. • Responsible for compliance and risk management of my portfolio with adherence to the Bank’s policies and processes. • Sourcing new business both organically through my existing customer base and building relationships with other professionals. • This role affords me a much better opportunity to be working with not only the associates and new managers but also staff members across the wider organisation and even customers key employees to develop their skills. Externally I have coached clients and their teams on different sales strategies, resilience and how to get more from their teams. I have worked with colleagues in other segments of the Bank to gain mutual understanding of each other’s roles and target market. This was extremely successful in improving the customer experience, career progression and cross segment referrals. • Acting as support to the Business Banking Executive. This involves; sourcing and interviewing new employees, conducting monthly performance discussions with associates, attending region sales meeting and reporting on our weekly results against budget.

• Whilst not dissimilar to my current role, this role was also a mix between customer service, risk management, sales and coaching for a larger number of clients, with less complexity in loan size and financials. • Providing more coaching, expertise and introductions to my clients as often they did not employ these skills in-house.

Key Responsibilities:• Working in the capacity as part analyst and part administrator. I was responsible for the day to day needs of a portfolio of business and private banking clients to support the Business Banking Manager. • Responsible for supporting my manager in the completion of financial analysis to establish a business’s viability and credit worthiness. • Responsible for completing the account opening process for loans and bank accounts ensuring they meet the requirements within contract and documentations. • In addition to my role, within our region I was the lead point of contact for the following change initiatives;o The rollout of LEAN and kaizen business improvement tools with a focus on visual management. o The implementation of a centralised processing team with the aim of ensuring a one way same way approach across the Bank for the preparation of loan applications and documentation. o I was the subject matter expert for the introduction to the Personal Properties Securities Register.