Dale Young

Dale Young

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location of Dale YoungManchester, England, United Kingdom

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  • Timeline

  • About me

    International Trade, FX & Cash Management Specialist

  • Education

    • Scarborough College

      2000 - 2002
      National Diploma
    • Headlands Secondary School

      1995 - 2000
    • The London Institute of Banking & Finance

      2013 - 2014
      Credit Skills Develoment Advance Commercial Lending

      ModulesOpportunity AssessmentBusiness Risk AnalysisCash Flow AnalysisProjectionsLoan Management and Early Warning Signs.

    • The London Institute of Banking & Finance

      2014 - 2015
      Professional Certificate in Banking (PcertB) Finance, General
    • The London Institute of Banking & Finance

      2012 - 2013
      Credit Skills Development Commercial Lending - Financial Analysis

      Modules Introduction to Accrual AccountingThe Asset Conversion CycleAccounting for Operating CycleAccounting for the Capital Investment Cycle and other AssetsAccounting for Liabilities and EquityFinancial Reporting and Full DisclosureFinancial Statement Analysis

    • The London Institute of Banking & Finance

      2011 - 2012
      Credit Skills Develoment Commercial Lending

      Credit Skills Development module's by the ifs school of finance. Modules Introduction to Business Lending Forms of Business OrganisationsScreening the Loan ProposalIndustry Risk Analysis Borrowing CausesLoan Structure.

    • The Manchester Metropolitan University

      2002 - 2005
      BA Joint Honours Degree Media

      Drama Film and Television Studies.

  • Experience

    • Barclays

      Jan 2008 - now

      • Conduct full international and trade business reviews with customers, delivering an exceptional customer experience through the provision of service and solutions built around a deep understanding of the customers’ needs. Evidenced by a client advocacy score of 95%. • Regularly research and review external factors that pose opportunities and threats to our Business and our customers. Maintaining an up to date knowledge of the external market and associated product offering.• Build and maintain strong, productive relationships with International Channel Managers and Barclays Business Managers to ensure a seamless and joint up approach to the goals and objectives of Barclays Business International. • Work in conjunction with the local International Trade Advisor from the Department of International Trade to drive referrals to support our business customers to grow internationally. Show less Work with Business and Corporate customers to improve their digital adoption, engagement and online presence whilst embracing digital tools to drive growth in their products and services. Identify opportunities to maximise customers digital offering and areas where they can lead within their industry and the digital market place. Work with customers to promote digital adoption and drive an increase in the understanding and benefits of digital products, tools and services with our business customers. Proactively develop and drive the necessary knowledge and skills required to achieve successful delivery of digital awareness for businesses Show less Duties;Ensure a robust customer contact strategy is in place, undertaking regular service reviews and make recommendations to the Relationship Directors for area of improvement. Prepare and write Annual renewals for both existing customers and new client acquisitions. Attend customer meetings with and without my Relationship Director and attend customer events.Ensure that they new customers are set up on the relevant systemsEnsure that data integrity and Professional Standards requirements are maintained and issues are actioned. Ensure customer complaints are handed effectively and within Barclays policy and complaint handling targets. Ensure the bank is compliant inline with mandatory risk policies and procedures relating to governance, regulatory compliance (including Financial Crime), operational and legal risk. Involved in projects that impact on business change. Show less Helped customers by advising them on their daily banking requirements. Presented customers with Professional advice on finding ways in which their money would work better for them. Delivered a sustainable income stream through meeting core sales targets.Assisted with customer service calls ensuring that the customer was being treated appropriately and fairly. Managed Teams/Contact Centre when senior management were absent. Worked on projects to identify ways in which we would improve customer service by enhancing our client base. Trained and Coached members of staff Show less

      • Specialist Client Solutions Manager

        Jul 2017 - now
      • Digital Manager

        Jul 2015 - Jul 2017
      • Corporate Relationship Manager

        Jan 2011 - Jul 2015
      • Premier Sales and Service Advisor

        Jan 2008 - Jan 2011
  • Licenses & Certifications

    • Award in International Trade Finance

      The Institute of Export & International Trade
      Jul 2020
      View certificate certificate