Experience

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  Zurich insurance

  Jul 1996 - Jun 2003

  Adfc commissions

  Interviewed both current and prospective customers to review their financial position and assess their suitability and select appropriate financial products. The product range discussed with customers included loans, credit cards, home insurance, health insurance, life assurance, utilities, overdrafts and bank accounts for high value customers.

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  Bank of new york mellon

  Apr 2004 - Jun 2013

  Investment representative

  Threadneedle are the client of Bank of New York Mellon. Deal with all Threadneedle customer telephone enquiries and act on customers’ requirements ensuring a high quality, professional service is delivered at all times. • Sound knowledge of the strict regulations and Service Level Agreements which Bank of New York Mellon is required to adhere to, having written internal procedures, such as telephone dealing procedure, ensuring that these are followed at all times• Place deals for agents and clients with 100% accuracy achieved monthly• Complete reports in respect of errors, breaches and write offs accurately and within agreed timescales• Successfully handle customer queries covering a range of topics. This involves investigation of records, checking recorded telephone calls and liaising with relevant departments. Communicating findings and offering solutions to the client ensuring total satisfaction is achieved• Training, coaching and mentoring new startersACHIEVEMENTS• Identified need to improve existing paper process to enable staff access to shared business information. Resulted in implementation of new departmental system, Sharepoint, saving the business time and money.• Ongoing ownership of Sharepoint and staff induction training• Technical expert and senior member of my team• Nominated by the managers to represent my department during a Compliance audit• Recently passed the IOC “Introduction to Securities” exam• Nominated and awarded an Aspire award (monetary reward) for Sharepoint Show less

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  Nationwide building society

  Jun 2013 - now

  Manager of Controls within Treasury Operations & Strategic Development

  • Treasury Controls Manager

    Oct 2021 - now

  • Senior Treasury Operations Officer - Controls

    Mar 2014 - Oct 2021

  • Treasury Operations Officer - Settlements

    Jun 2013 - Mar 2014