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The Finance Excellence Awards celebrate the people, businesses and organisations doing exceptional work. Explore the categories and help recognise someone shaping the future through their achievement, leadership and impact.
Finance Excellence Awards
Relationship Manager of the Year Award
The banker businesses call first.
About this category
This award recognises a relationship manager in banking or lending whose support has helped business customers grow, invest or get through difficult periods. Judges look for customer outcomes, understanding and responsible lending.
Eligibility
- Open to relationship managers in banks
- Building societies and lenders
Judging criteria
- Customer outcomes
- Understanding of customers’ businesses
- Responsible lending
- Service
- Support in difficult times
Qualitative criteria
- A partner to the customer
- Not just a product seller
Metrics
- Customer growth supported
- Retention
- Funding provided
- Customer feedback and arrears managed well
Additional criteria
Entries should include a concise case study, supporting figures and, where possible, client or colleague evidence. Client identities and commercially sensitive figures may be anonymised or given as percentages and ranges, and nothing in an entry is shared beyond the judging panel. Firms carrying on regulated activities should hold the relevant FCA authorisation. Judges consider the size of the firm or team, so smaller firms compete on equal terms.
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