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Katie Roberts

Senior Relationship Manager at Allica Bank

Katie Roberts is a Senior Relationship Manager at Allica Bank, specializing in supporting established small and medium-sized businesses (SMEs) in Yorkshire.4 With over 22 years of experience in providing financial expertise to businesses in the region4, Katie is part of Allica Bank's initiative to "bring back the local Relationship Manager" for SMEs.1

In her role, Katie focuses on:

  1. Offering personalized support to business owners, backed by smart technology.1
  2. Providing tailored financial advice on various aspects of business, including property purchases, growth strategies, import/export operations, and retirement planning.2
  3. Connecting clients with valuable community resources and contacts.2
  4. Delivering top-class client experiences, as evidenced by positive Trustpilot reviews.3

Katie's approach emphasizes building strong, trust-based relationships with clients, even maintaining contact when unable to provide immediate financial solutions.2 She is passionate about supporting local businesses and believes in the importance of understanding businesses at a local level.12

Prior to her current role, Katie gained experience working as a relationship manager in a local bank branch, which has informed her current approach to client service.2 She is based in Worksop and covers the Yorkshire region for Allica Bank.4

Highlights

Jun 22 · theorg.com
Katie Roberts - Marketing Director at InfoCenter - The Org
Jan 5 · allica.bank
WATCH: The value of relationship managers to established SMEs ...
Apr 23 · allica.bank
Allica Bank launches direct-to-SME business with a 'Bring back the ...
Allica Bank launches direct-to-SME business with a 'Bring back the ...

Related Questions

What specific challenges does Katie Roberts face in her role at Allica Bank?
How has Katie Roberts' experience in the North region impacted her approach to SME support?
What makes Allica Bank's approach to SME banking different from other banks?
How does Katie Roberts measure the success of her customers?
What technologies is Allica Bank using to support its relationship managers?
Katie Roberts
Katie Roberts, photo 1
Katie Roberts, photo 2
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Location

United Kingdom