Experience

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  Lloyds bank

  Jul 1987 - Aug 2002

  Personal banking manager

  I joined Lloyds Bank in 1987 and became a Personal Banking Manager to advise clients as to the correct banking products to best suit their needs and identify lead opportunities for referral to mortgage and regulated Financial Services. I provided superb customer service with face to face interviews to meet the needs of customers for all banking facilities.

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  Natwest bank

  Aug 2002 - Jul 2007

  Private banking manager

  I joined Natwest Bank in 2002 as a Private Banking Manger to manage a portfolio of high net worth clients and advise them as to the correct banking products to best suit their needs and identify lead opportunities for referral to mortgage and regulated Financial Services. I developed and organised the activities and resources of a team to deliver operational objectives. I was recognised due to excellent customer service and ability to build great rapport with both colleagues and customers alike.

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  Lloyds banking group

  Jul 2007 - Mar 2015

  Financial consultant

  I rejoined Lloyds Bank in 2007 as a Financial Adviser to advise clients as to the insurance, pension and investment products that best suit their needs. Over time with industry changes this culminated in insurance advice only. I achieved both an excellent compliance and customer feedback record as a result of strong ability to risk management. I was nominated to lead, develop and coach colleagues and new recruits.