Expertise

  • Business start up
  • Business strategy
  • business advice
  • Business Coaching
  • business mentoring
  • Cash Flow Management
  • Relationship Management
  • networking events
  • Business Planning
  • Business growth support
  • Seminars
  • Budgeting and forecasting
  • Financial Services
  • Business Development,
  • Leadership & Management
  • Employee Engagement
  • Coaching
  • Leadership coaching

Summary

Result driven and dynamic professional with extensive experience in business relationship management. Proven track record of success in customer satisfaction/retention, business development and revenue growth. Strong background of maintaining large portfolios, lending procedures, reviewing established and new businesses, and providing financial solutions to customers.

Proven expertise in - Client Relationship Management / New Business Development / Account Management / Risk Management & Analysis / Customer Service & Client Retention / Strategic Planning & Implementation.


Experience

  • UK Business Mentoring

    Director
    6 - 20 Employees 2018 - Current
    UK Business Mentoring

    Business coach and mentor providing support to established SME businesses throughout London, Kent and East Sussex providing help with strategic planning, business mentoring, leadership and management coaching, how to manage staff effectively, business training and exit planning.

    Associate director at UK Business Mentoring Ltd who support SME’s in Surrey, Sussex, Kent, London and Home Counties as well as Manchester.

  • Royal Bank of Scotland

    Business Relationship Manager
    100+ Employees 2015 - 2018

    Relationship manager in the business and commercial team for The Royal Bank of Scotland managing a portfolio of established SME business customers, schools and charities based in London and the South East. Acted as a trusted advisor identifying business solutions to meet customer expectations and provide support to guide customers through the Bank's lending process to help the growth of their business.

  • Natwest Bank

    Business Relationship Manager
    100+ Employees 2007 - 2015

    I worked as a Business Relationship Manager working in Kent (Maidstone, Ashford and Folkestone) overseeing after a portfolio of 500+ customers from start-up to established businesses helping them to grow their business. Providing customers with help and advice on banking products to suit their day to day needs and assist with general business banking enquiries.


Qualifications

Chartered Banker Certificate in Business Banking Practice

Foundation Certificate in Credit Skills

NVQ Level 3 in Customer Service

BTEC National Diploma in Business Studies


Clubs and Associations

Co-opted board member of Kent Channel Chamber of Commerce (2014)

Committee member for Folkestone Town Team (2013 to 2015)

Parent governor at Hythe Bay C of E Primary School, chair of committee (2007 to 2015)


Email Lisa

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