Max Riggall
Stratford-upon-Avon,Warwickshire
Summary
Eight years of experience at Barclays across multiple roles, demonstrating strong financial acumen and customer service skills. Currently pursuing CISI Investment Advice Diploma, with completion of module 1 and ongoing study in Risk and Taxation. Seeking new opportunities that will support my professional growth and development.
Overview
11
11
years of professional experience
Work history
Business Relationship Manager
01.2025 - 12.2025
- Portfolio Growth - Proactively managed a diverse client portfolio acting as a strategic partner for growth to facilitate business expansion through lending solutions including term loans, commercial mortgages, asset finance and overdrafts. Delivered positive commercial results with my lending performance, which contributed to impressive year on year growth seen in my team.
- Client Needs Analysis - Have demonstrated my ability to understand clients needs. Ensure I hold detailed conversations which cover off key questions to build a picture of a clients current position and their future goals.
- Client Centred Meeting Approach - Developed formal agendas to identify opportunities to support clients based on their business needs, such as future purchase plans or phases of expansion, then align banking products with client growth objectives. This resulted in opportunity for commercial mortgages, loans and overdraft facilities.
- Being a Trusted Advisor - Have been able to use my product knowledge along with my understanding of relationship management techniques, to act as a trusted advisor to my clients. I have demonstrated this by guiding them through complex product journeys , from initial meeting to drawdown, resulting in an outcome they are delighted with.
Associate Banker
Barclays Corporate Banking
01.2023 - 01.2025
- Increased Responsibility - Exposure to high value customers with turnover ranging from £6.5m to £50m. I supported colleagues and clients as a first point of contact, dealing with complex product and lending queries in order to provide positive outcomes.
- Leading Client Meetings - I took on responsibility of meeting with key clients within my portfolio and covering off vital subjects during these meetings. I have proactively created and used meeting agendas to engage clients by discussing crucial topics such as ESG planning, fraud as well as potential referrals to other key departments that I had a relationship with, predominantly Wealth.
- Regional Wealth Champion
Strategic Leadership: Appointed as Subject Matter Expert (SME) to bridge the gap between commercial banking and wealth management, promoting cross-departmental synergy.
Knowledge Transfer: Organised and hosted a regional up-skilling seminar for teams around the region, enhancing collective product knowledge and referral confidence.
Commercial Impact: Facilitated a significant increase in invested balances by generating high-quality referrals through improved colleague engagement and technical proficiency. - Wider Business Development - Spotted collaborative opportunity for leads and growth by working with Breeze Corporate Finance. I arranged a meeting and introduced them to a Wealth Manager who I have a strong relationship with in order to get a steady flow of leads between the two. Monitored lead generation from both sides to ensure results.
- High-Pressure Delivery: Successfully onboarded a high-priority 'New to Bank' client within a 14-day window, navigating complex requirements to secure over £12m in initial deposits. Usual timescale is over a month. I demonstrated strong problem-solving and organisational skills by taking ownership, engaging with key team leaders and continuously engaging with the client to deliver a positive outcome for all stakeholders.
Client Solutions Manager
Barclays
01.2020 - 01.2023
- Building Relationships - I worked closely with Relationship Directors and high value clients. I built up relationships off the back of delivering positive outcomes for clients in relation to opening new products and accounts as well as proactively resolving complex queries such as KYC issues which could impact their account.
- Managing Customer Lending Journey - I was responsible for overseeing the customer lending journey from the sanction of the loan through to draw down, ensuring time objectives were met. This was done through liaising with key stakeholders such as solicitors, accountants as well as internal teams. Delivered a seamless onboarding and funding experience, utilising a proactive approach to ensure complex transactions were completed within agreed timelines.
- Managing Change - there has been frequent change in the nature of this role, where I have demonstrated I am able to adapt to change. I was put onto an SRR project, aiming to resolving customers with outstanding KYC. I achieved strong outcomes in a short period of time, gaining right first time scores on cases worked of over 97% over 500+ cases. This allowed myself and the bank to ensure the bank complied with regulatory requirements.
Relationship Management Higher Apprentice
Barclays Bank
01.2017 - 01.2020
- Relationship Management - Maintained meaningful relationships with my portfolio of over 100 customers, ensuring regular contact through a contact plan I set up. As a result of this regular contact, I frequently spotted opportunities for potential new lending as well as other products that would benefit my customers and their business.
- Networking - I built up relationships with important KBI contacts on my patch including accountants such as Crowthers and Hazelwoods who I met through attending events as well as through hosting agricultural breakfast seminars at Barclays offices.
- Proactive Referrals to Key Departments - I identified and provided multiple successful leads to Barclays Premier colleagues through nurturing internal relationships and my network.
- Industry Awareness - I immersed myself in the sector, ensuring I built up strong knowledge of the sector in order to become a trusted advisor to my customers, providing insight into topical issues.
- Lending - I learnt and developed my lending and credit skills, taking what I have learnt as part of my degree learning and putting it into practice in my role with lending exposure of up to £150,000. I am literate in analysing accounts and ensuring loans meet serviceability criteria during the application process. I completed my lending accreditation courses with the bank leading to full accreditation status being achieved at the end.
Maxwell Amenity
01.2015 - 01.2017
- Data processing - Audited and refreshed a CRM database of over 350 key clients, ensuring all information was relevant and correct for the sales teams.
- Commercial Awareness - Exposure to business development as I explored new business opportunities on patch. Provided leads to sales managers.
Education
BSc (Honours) - Banking Practice and Management
London Institute of Banking And Finance
London 01.2017 - 01/2020
A-Levels -
Stratford Upon Avon School Sixth Form
01.2015 - 01/2017
GCSE -
Stratford Upon Avon School
01.2010 - 01/2015
Investment Advice Diploma - Ongoing Study -
CISI
Skills
- Client relationship management
- Regulatory standards understanding
- Financial literacy
- Fundamental economic understanding
- Client satisfaction management
- CRM systems mastery
- Understanding client goals
- Interpersonal communication
Affiliations
- Golf
- Cricket
- Football
Timeline
Business Relationship Manager
01.2025 - 12.2025
Associate Banker
Barclays Corporate Banking
01.2023 - 01.2025
Client Solutions Manager
Barclays
01.2020 - 01.2023
Relationship Management Higher Apprentice
Barclays Bank
01.2017 - 01.2020
BSc (Honours) - Banking Practice and Management
London Institute of Banking And Finance
01.2017 - 01/2020
Maxwell Amenity
01.2015 - 01.2017
A-Levels -
Stratford Upon Avon School Sixth Form
01.2015 - 01/2017
GCSE -
Stratford Upon Avon School
01.2010 - 01/2015
Investment Advice Diploma - Ongoing Study -
CISI