Dylan Bains

• Managing a portfolio of c.30 clients in the mid-corporate space.
• Built strong relationships with clients and internal stakeholders and have delivered a great client experience.
• Showed a proactive approach to business development through prospecting and building my network in the Birmingham / Coventry area.
• Acquired extensive knowledge of SalesForce, similar CRM systems, and Office 365.
• Demonstrated Credit skills.
• Identified potential risks, ensured proper risk management measures were in place.
• Applied financial analysis and modelling skills.
• Served as an Interim Relationship Director for three months, overseeing a portfolio of 30 clients, conducting annual reviews, and an increase in facilities during this time. This period enabled me to further enhance my credit and financial modelling skills.

1st placement - Relationship Manager

• I assisted in the management of clients in the Education portfolio.
• Gained exposure to client interactions, onboarding, deal completions, and experience with operating platforms such as SalesForce, nCino & Servicing.

2nd placement - FX & Rates Sales

• I gained experience with FX and Interest rate hedging products, systems, and pricing tools.
• Contributed to client origination in the East of England for SMEs and MSBs with potential FX flows and gained exposure to multiple deal processes.

3rd placement - Product Manager

• I succeeded in completing various projects for the team, including the development of a new Fixed Rate Loan sales process, and training modules for all Corporate staff to complete. I also worked with the marketing and strategy teams to generate product factsheets for internal and external stakeholders for the new product.

4th placement - Structured Finance (Large Corporates)

• I worked on structured debt transactions mainly for large corporates with £100m+ turnover.
• Enhanced skills in Excel, financial modelling, credit analysis, and understanding of legal documentation and comprehension.

5th placement - International Proposition & Transactional FX

• Working across three teams to expand my learning and understanding of Santander's international proposition and Transactional FX.
• Engaged in multiple internal projects related to the International Current Account, Transactional FX Pitchbook, and web-related design tasks.
• Gained proficiency in industry-specific software tools with rigorous practice sessions.
• Adapted quickly to changing work requirements, maintaining high-performance standards under pressure.