Zoe Weller

Zoe Weller

Relationship Manager at NatWest

Horley, England, United Kingdom
640 followers 500+ connections

About

I look after a diverse portfolio of SME business banking customers based across the South with a turnover between £250k to £750k.

With over 9 years banking experience and professional banking qualifications I share my knowledge and experience to add value to my customers businesses and I work closely with them to really understand their businesses, the challenges they face and their future goals and aspirations.

I am passionate about supporting women in business and I strive to build a close network within the local community to support female entrepreneurs. I am also keen to support businesses in their journey to become ‘net carbon zero’ which will, without a doubt, help our future generations have a better, cleaner, and safer world to live in.

With my organised approach, knowledge and collaborative nature I am keen to speak to businesses who are looking for a professional banking relationship to grow and enhance their business.

Please feel free to contact me if you would like to talk about your business or if you would like information about any upcoming events and webinars.

Activity

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Experience

  • NatWest

    NatWest

    9 years 3 months

    • NatWest Graphic

      Relationship Manager

      NatWest

      - Present 2 years 1 month

      I look after a diverse portfolio of business banking customers based in the South of England with a turnover between £250k to £750k.

      With over 8 years banking experience and professional banking qualifications, I share my knowledge and experience to add value to my customers businesses and I work closely with them to really understand their businesses, the challenges they face and their future goals and aspirations.

      I am passionate about supporting women in business and I strive…

      I look after a diverse portfolio of business banking customers based in the South of England with a turnover between £250k to £750k.

      With over 8 years banking experience and professional banking qualifications, I share my knowledge and experience to add value to my customers businesses and I work closely with them to really understand their businesses, the challenges they face and their future goals and aspirations.

      I am passionate about supporting women in business and I strive to build a close network within the local community to support female entrepreneurs. I am also keen to support businesses in their journey to become ‘net carbon zero’ which will, without a doubt, help our future generations have a better, cleaner, and safer world to live in.

    • NatWest Graphic

      Business Support Manager

      NatWest

      - 1 year 5 months

      Propositions & Customer Journey, BB

      I help with supporting the Proposition and Customer Journey Teams with co-ordinating and driving change on how we deliver our products and services to meet our customer needs.

    • NatWest Graphic

      Assistant Relationship Manager

      NatWest

      - 3 years 2 months

      Gatwick Commercial Banking

      I work alongside a team of Relationship Managers and help them to build strong and productive client relationships. I get to know our customers’ needs and financial goals in order to support with a variety of services, credit, and other portfolio administrative activities.

      I handle queries and concerns regarding a wide range of subjects, either face-to-face or over the phone, and support the effective implementation of our credit and service processes, ultimately making things simple…

      I work alongside a team of Relationship Managers and help them to build strong and productive client relationships. I get to know our customers’ needs and financial goals in order to support with a variety of services, credit, and other portfolio administrative activities.

      I handle queries and concerns regarding a wide range of subjects, either face-to-face or over the phone, and support the effective implementation of our credit and service processes, ultimately making things simple for our customers, and build and maintain good knowledge of our products and systems in order to provide an excellent customer journey.

    • NatWest Graphic

      Relationship Team Officer

      NatWest

      - 1 year 6 months

      Gatwick Commercial Banking

      My role is to support the Corporate and Commercial Banking Teams in the Surrey and West Sussex area.

      My day-to-day responsibilities include undertaking research for the Managers as well as provide additional support to the Assistants and their customers. I would lead projects for the team and help to ensure the team was up-to-date with any legislative and regulatory changes.

    • NatWest Graphic

      Relationship Manager Assistant

      NatWest

      - 1 year 5 months

      Brighton Business Banking

      My role was to assist the Relationship Managers with supporting their portfolios of small business clients with their day-to-day banking and their facilities, e.g. overdrafts and loans.

      I would help to manage their facilities and where needed set up new facilities, seeing this process from start to finish, e.g. drawing up the facility agreement, opening the accounts, and liaising with solicitors and valuers.

  • The Recycling Partnership Limited Graphic

    Operations Administrator

    The Recycling Partnership Limited

    - 1 year 1 month

    West Sussex, United Kingdom, United Kingdom

    I joined the team in the Accounts Department carrying out office administrative roles within the office, such as sending invoices, managing business accounts and helping the HR team with updating personal staff records.

    After being in the role for 6 months, I moved to the Operations Department where I helped run the schedules of the delivery drivers and the waste pick-ups. I would contact customers daily and deal with their complaints and queries as well as liaising with all of the…

    I joined the team in the Accounts Department carrying out office administrative roles within the office, such as sending invoices, managing business accounts and helping the HR team with updating personal staff records.

    After being in the role for 6 months, I moved to the Operations Department where I helped run the schedules of the delivery drivers and the waste pick-ups. I would contact customers daily and deal with their complaints and queries as well as liaising with all of the delivery drivers to organize the best collection times.

Education

  • Online Business School Graphic

    Online Business School

    Bachelor's degree BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES

    -

  • The Chartered Banker Institute

    Level 3 Certificate Certificate in Lending Skills

    -

  • International Open Academy Graphic

    International Open Academy

    Certificate in Interior Design & Home Styling Interior Design

    -

  • BPP University Graphic

    BPP University

    Level 3 Certificate Providing Financial Services

    -

  • The Chartered Banker Institute

    Level 3 Certificate Professional Bankers Certificate

    -

  • Crawley College Graphic

    Central Sussex College

    Level 3 Certificate CIPD in Human Resources, Helath & Safetly, and Management

    -

Licenses & Certifications

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