Associate Banking Director

Job Purpose

The responsibility of managing / assisting with the management of a client portfolio and developing and enhancing relationships with new and existing clients. To provide effective lending deposit and banking solutions to meet the needs of clients, whilst building a profitable and sustainable portfolio. A strong commitment to delivering exceptional client service.

• Responsible for the maintenance and development of a defined client portfolio. Building strong relationships with clients and ensuring client satisfaction by providing exceptional service.
• To assist Banking Directors with the management of their assigned client portfolio.
• Recommending the Bank’s products and services to clients and prospective clients for whom they are suitable.
• To prepare documents, briefing papers, reports, returns, presentations etc.
• Preparation and completion of internal credit applications and regular monitoring of existing borrowing in line with the Bank’s credit policies, seeking support and training where appropriate.
• Full adherence to regulatory requirements, risk appetite and Bank policies to ensure clients and prospective clients are treated fairly and receive a high-quality service and that the bank is protected at all times.
• Maintaining accurate and relevant client records in accordance with the Bank’s procedures and data protection (inc. KYC / anti-money laundering reviews).
• Develop and maintain a sound understanding of how the Bank operates and its commercial environment, as well as with issues likely to impact the Bank’s client base.
• Attendance at suitable networking events and undertaking targeted business development activities.
• Working alongside colleagues across the Bank to provide exceptional client service and meet the Bank’s objectives.
• Consistent and accurate use of CRM including updating meetings contacts, prospects, new and referred business etc.
• To undertake or support ad‑hoc business projects as required.

• Achieved or working towards a recognised professional banking qualification (e.g. Chartered Banker and/or CeMAP).
• The ability to develop and maintain strong relationships with clients and colleagues.
• Strong interpersonal and communication skills (both written and oral).
• Uses effective questioning and listening skills to establish client needs.
• Delivers clear, well‑structured presentations, adapting style and content to suit different audiences and settings.
• Strong networking skills, with experience of developing and sustaining internal and external stakeholder relationships.
• Ability to present appropriate recommendations in a clear, concise and accurate manner.
• A collaborative team player who contributes positively to team dynamics and morale.
• Ability to positively challenge both colleagues and clients where appropriate.
• Excellent attention to detail and high levels of accuracy.
• Demonstrates initiative and a pro‑active approach.
• Highly organised with the ability to manage multiple and changing priorities at once.
• Brings fresh perspectives while maintaining integrity, discretion and professionalism.
• Consistently represents the Bank with the highest standards of conduct and professionalism.

At Hampden Bank, we provide private banking as it should be: approachable, accessible expertise delivered through loyal, long‑lasting client relationships. Personalised service is at the core of our business, with a culture that is built on relationships. We take the time to get to know our clients to help them achieve their aspirations.

As a growing and ambitious company, we seek people to join our team who share our values;
Proud Ownership, Absolute Integrity, Total Inclusivity, Winning Teamwork and Purposeful Growth.

We are committed to an inclusive culture where everyone is comfortable to be their authentic self. We recognise, value and respect diverse cultures, knowledge, and identities. We work together to ensure collaboration, development, and success for everyone, supporting them to thrive and reach their potential.

We offer exciting career opportunities through professional and personal development, and have an…