Gary Carroll

Experience

• 

  Bank of Scotland

  Jan 2009 - May 2012

  Banking Advisor
• 

  Nationwide Building Society

  May 2012 - Jan 2025

  Leading a multi-channel remote sales team, driving performance towards meeting the society’s sales targets for all banking and insurance products while maintaining compliance and delivering fair outcomes for customers.* Coaching and developing team members* Operational planning including shift patterns, holiday planning, and skillset allocation.* Recruitment and resource planning to ensure adequate head count and skillset to achieve target.* Relationship management with senior leaders across the branch network. Show less Providing mortgage advice to new and existing customers, conducting regulated interviews in mortgage, home and life insurance products. Consistently treating customers fairly by maintaining up to date product and compliance knowledge to manage risk in line with company & FCA guidelines.* Meeting with customers to understand their financial goals and needs to be able to suitably recommend mortgage products.* Provide advice on protection products from critical illness through to life insurance.* Supporting the branch by making commercially viable referrals to personal banking and financial advisors.* Training and coaching junior staff members. * Being accountable for all recommended advice through documentation. Show less

  • EDD | AML | Economic Crime

    Jan 2024 - Jan 2025

  • Fraud & Financial Crime Lead Manager (Fraud Operations)

    Aug 2021 - Jan 2025

  • PBM Team Manager

    Feb 2016 - Aug 2021

  • Mortgage Consultant

    May 2012 - Mar 2016
• 

  HSBC

  Jan 2025 - now

  Financial Crime Ops Performance Manager