Experience

• 

  Halifax

  Jan 2002 - Jan 2005

  Banking officer

  Recruited to deal with customers’ financial matters, open new accounts and ensure payments and withdrawals were completed accurately. • Responsible for opening the agency, signing company cheques and taking tests for money laundering, data protection and banking codes to comply with the set policies, procedures and industry regulations. • Responsible for using the customer processing system to enter and extract data, adhering to customer confidentiality and data protection. Had targets for opening new accounts. • Communicated with customer service issues via the telephone, letters and face-to-face. Show less

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  Santander uk

  Jan 2005 - Jan 2005

  Branch manager

  Recruited to run the branch and manage a team of six staff to meet branch targets in the following areas; mortgages, investments, UPLs, buildings and contents insurance, credit cards, bank accounts and paymentcare. • Responsible for staff development, training sessions, personal development reviews and coaching. This involves monthly observations and noting any relevant recordable events within our Managing Customer Advice guidelines. • Jointly responsible for risk and control with the service and control manager, this entails making sure the branch AML stays under the 3% limit and the correct procedures are being followed for account opening. Being aware of any fraudulent transactions and reporting when necessary. Monitoring till differences and any branch write offs. • Regular monthly meetings with all Branch Managers and Area Manager to discuss best practice and improvements to the current processes.• Communicate with customers via the telephone, letters and face-to-face, focused on building good customer relationships so they feel reassured with the high levels of service they receive. Show less

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  Halifax

  Oct 2007 - Jan 2009

  Managing partner estate agents

  Recruited to run the residential and bank agency and manage a team of five staff. • Responsible for the branch’s Profit & Loss accounts and keeping within the monthly costs. Aim to hit productivity on the bank agency side to ensure no losses to the branch. To complete all the residential and agency risk and keeping within the AML guidelines.• Responsible for personal development reviews, managing staff. To ensure staff and myself allocate time for call outs to generate sales for the advisors diaries to achieve personal and branch targets by aiming to fill their dairies.• Personally provide cover on the bank counter as and when needed. Generating sales from the counter and residential side such as mortgages, Personal Loans, buildings and contents, bank accounts, credit cards, investments, conveyancing and HIPs. Show less

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  Lloyds banking group

  Jan 2009 - Jun 2012

  Promoted to look after a team of ten to bring in their personal targets to contribute to the overall branch target. Conducting observations of interviews for FSA purposes and over seeing all of their training. Providing support and coaching for any weak areas in order for colleagues to achieve their full potential. I hold the morning meetings in which all sellers are required to participate in to pass reciprocal business to other specialists. I also run the branch when the Branch Manager is not in the branch or on holidays as we both work closely together to bring in the overall branches target. Show less

  • Business Manager

    Jan 2011 - Jun 2012

  • Financial Advisor

    Jan 2009 - Jan 2011
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  Nationwide building society

  Mar 2013 - Mar 2016

  Personal banking officer
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  Brakes uk

  Mar 2016 - Jan 2017

  Cross sales support executive
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  Brakes uk

  Sept 2019 - now

  • Procurement Manager

    Oct 2023 - now

  • National Account Manager

    Jul 2017 - now

  • Customer Tender Manager

    Jan 2016 - now

  • Corporate Account Manager

    Sept 2019 - Oct 2023