Jordan Frederick

Experience

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  Santander Bank, N.A.

  May 2017 - May 2019

  Personal Banker

  •​Paying strict attention to detail to assess needs of clients and providing impartial informed financial advice to customers regarding their bank service ​•​Resolving issues regarding bank services and accounts in a timely manner ​•​Keeping abreast of training programs to maintain and acquire additional job knowledge and skills ​•​Complying with department and company policies, procedures and regulations ​•​Authorising and evaluating overdrafts and loans ​•​Presenting financial products and services to existing and prospective customers ​•​Prioritising workload and ensuring deadlines are met within agreed time scales ​•​Identifying ways to improve our overall customer journey through understanding their needs ​•​Managing customer bank accounts; open, close and oversee transactions Show less

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  Douglas Allen

  Sept 2019 - Mar 2020

  Real Estate Agent

  ⁃​ Helping customers find their dream, first or next house ​⁃​ Arranging viewings for customer and leasing with the vendor to arrange a time which can work for both the viewer and vendor ​⁃​ Speaking to potential vendors to book a valuation and having the opportunity to sell their property ​⁃​ Conducting open houses and single viewings ​⁃​ Helping customer become financially prepared by referring them over our mortgage advisors and legally prepared by referring them over to our conveyancing team- Maintaining a relationship with buyers and sellers tonsure they have full confidence minus to find them the perfect house to buy or the perfect buyer for them to sell to, this was done by having weekly conversations with the customers and suggesting many different ways we can help them and keeping them up to date on any properties that have come on the market and how the sale of their property is going if they're selling. Show less

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  State Bank of India

  Sept 2020 - Apr 2021

  Junior associate banker

  Cashier responsibilities such as assisting customer with cash withdrawal and deposits- manually inputting transfers to India and within the UK using finacle and also manually inputting standing orders, fixed deposits and ISA.Assistant my manager with buy to let customers by pre qualifying them before booking them in for an appointment.Training other members of staff on using finacle.Fully trained on cashierComplying with UK and Indian policy’sPresenting financial products and services to existing and prospective customersPrioritising workload and ensuring deadlines are met within agreed time scalesIdentifying ways to improve our overall customer journey through understanding their needsManaging customer bank accounts; open, close and overseeing transactions Show less

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  Proportunity

  Jun 2021 - Sept 2021

  Customer success champion/mortgage lead

  • Referring customers to our mortgage brokers• Explaining the product to each customer• Maintaining a relationship with customers• Leading mortgage referral leads

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  Trussle

  Nov 2021 - Apr 2022

  Mortgage Associate
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  Mojo Mortgages

  May 2022 - Nov 2022

  Home buying expert
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  Caxton

  Feb 2023 - now

  Private client account manager

  Managing a portfolio of private clients on a daily basis. Discuss market movements, keep clients up to date, discuss economic data that may impact rates, discuss foreign exchange requirements and work with clients to help them achieve the best outcome for them.Buy/sell currency as needed and get funds where they need to be on a regular basis. Nurture and manage these relationships consistently.Handle all enquiries and requests relating to foreign exchange and international money transfers across the entire private client base as needed.Quote and execute FX spot and forward trades, offering hedging strategies as required.Providing great customer service and value for money.Collaborating with all other departments to maximise customer experience and introduce all products which put our clients in better control of their money.Work closely with the compliance team to ensure a smooth onboarding process and managing high risk payments to ensure no delay to the client. Show less