Alana Liddell CeMAP PB Cert

Experience

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  Clydesdale Bank

  Jul 2001 - Oct 2022

  I provided enthusiastic, caring, loyal & passionate discussions with each of my clients to ensure I had provided tailored advice to my clients needs. My job involved advising on mortgage products and life & critical illness. I also provided impartial advice on home insurance allowing the client to make an informed choice. This was all completed exceeding expected timescales whilst ensuring my quality of work was always kept above benchmarks set for compliance. I consistently exceeded expectations through continuous development whilst understanding & utilizing change as a benefit. Show less As a Banking Adviser I worked as part of a large team, working together whilst being accountable, making a difference to the banks clients & community. I worked within the appropriate policy & procedures to keep the clients & the business safe, providing great service valuing my clients time as more important than mine. During this role there was approximately 15 various product types from current accounts, savings to personal loans & credit cards. My role was to fully understand each product and provide impartial advice to my clients individual needs. Show less

  • Mortgage Consultant

    Jan 2008 - Oct 2022

  • Personal Banking Advisor

    Jul 2002 - Dec 2007

  • Customer Service Officer

    Jul 2001 - Jul 2002
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  Virgin Money

  Oct 2022 - now

  Assistant Product Manager