Hannah Heer
Romford,United Kingdom
Summary
Accomplished professional with expertise in relationship management, commercial lending, and credit analysis. Demonstrates a strong track record in business development and financial planning, with a focus on cross-sales, payments and SME banking knowledge. Committed to delivering customer service excellence while driving growth and profitability.
Overview
20
20
years of professional experience
20
20
years of post-secondary education
Work history
Regional Relationship Manager
NatWest Bank
01.2015 - 09.2025
- Manage and develop a large portfolio of commercial and SME banking customers
- Proactively identify and generate new business opportunities
- Design and implement strategies to identify new sources of business and deepen existing relationships
- Provide financial analysis and Risk analysis credit stewardship
- Collaborate with stakeholders and colleagues across NatWest to ensure a coordinated approach
- Consistently exceed annual sales and portfolio growth targets
- Assisting our clients with CHAPS payments
Senior Business Manager
RBS/NatWest Bank
12.2008 - 01.2015
- Managed 750 clients – one of the largest portfolios in the channel
- Responsible for relationship management, lending, cross sales, asset balance growth, deposit gains, increasing core income
- Meet new customers, analyse business needs including: opening new accounts and carrying out KYC analysis, taking forward payments, lending, merchant services
- Risk Analysis: managing daily credit stewardship risks, reputational risk, credit risk
Customer Services Officer / Cashier
RBS/NatWest Bank
02.2007 - 12.2008
- Managed customer accounts and provided investment advice
- Dealt with large sums of money daily and foreign currency exchanges
- Developed strong numeracy, communication, persuasive and customer-handling skills
- Identifying sales opportunities
- CHAPs payments, Foreign payments, transfers
Finance Corporate Accounting Assistant
London Borough of Redbridge
08.2005 - 08.2006
- Reconciled main suspense accounts, general credits accounts and cash ledger controls
- Developed numeracy, confidence, communication and time management skills
Education
Certificate in Corporate Banking Diploma -
IFS School of Finance
01.2010 - 09.2025
BA Hons - Business Studies & Finance
London Metropolitan University
01.2003 - 01.2007
AVCE - Business Studies B
Havering College of Higher and Further Education
Skills
- Relationship Management
- Commercial Lending & Credit Analysis
- Business Development
- Risk Management
- Financial Planning & Cross-Sales
- SME Banking Knowledge
- Customer Service Excellence
References
References available upon request
Timeline
Regional Relationship Manager
NatWest Bank
01.2015 - 09.2025
Certificate in Corporate Banking Diploma -
IFS School of Finance
01.2010 - 09.2025
Senior Business Manager
RBS/NatWest Bank
12.2008 - 01.2015
Customer Services Officer / Cashier
RBS/NatWest Bank
02.2007 - 12.2008
Finance Corporate Accounting Assistant
London Borough of Redbridge
08.2005 - 08.2006
BA Hons - Business Studies & Finance
London Metropolitan University
01.2003 - 01.2007
AVCE - Business Studies B
Havering College of Higher and Further Education
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