Stevie Bradley

Experience

• 

  NatWest

  May 2012 - Sept 2014

  Key Responsibilities- Complying with FCA regulations including completing paperwork and maintaining records - Achieving challenging sales and service targets- Selling and promoting the banks products and services whilst treating customers fairly- Identifying suitable products to meet customers’needs by reviewing records and interviewing- Demonstrating world class customer serviceAttributes- Maintaining a wide knowledge of products and services- Structured observations and coaching other members of staff- Presentations surrounding banking topics to peers- Self-generating diary appointments- Being proactive and managing work load- Dealing one on one with customers and handling objections Achieved Star player in the North region Show less Key Responsibilities- Cashiering using teller systems and delivering service confidently on banking systems- Achieving a branch target with a friendly and welcoming service - Explaining and being straightforward with products and services for customers- Identifying and introducing customers to specialist colleagues to help customers achieves their needsAttributes- Over exceeding target and credited as best in branch- Contributing to change and processes within the work place- Building rapport and working closely with other specialist areas- Working with schools promoting career days in out of office hours- Active charity fundraising for Chester Zoo and other main charity days Show less

  • Customer Advisor

    Oct 2013 - Sept 2014

  • Customer Service Officer

    May 2012 - Oct 2013
• 

  Aldermore Bank

  Sept 2014 - Mar 2016

  Assistant Relationship Manager

  Key Responsibilities- Productive client relationship development with exceptional customer service. Interacting with clients directly and building a strong understanding of their business needs- Supporting and undertaking a proactive approach in financial risk management and awareness of a 200 + client portfolio- Managing a client portfolio of four clients, undertaking reviews, client meetings- Supporting Specialist Relationship Manager with a portfolio across the U.K - Management of team, delegating tasks, technical mentoring and day to day support.- Maintaining a low department attrition and targeted on new referral business- Discussing and offering Bad Debt Protection with clients where appropriate- Assisting with documentation and payout processesAttributes- Bad Debt Protection champion for the Manchester office- Mentoring and training assistants new to business. - Presenting and planning training schedules- Volunteering for SKILL! a programme for school children helping develop their business and entrepreneurial skills Show less

• 

  ECapital Commercial Finance UK

  May 2016 - Aug 2019

  Advantedge specialised in the provision of cash flow solutions to small and medium-sized businesses. Additional Key Responsibilities following promotion- Responsible for my own portfolio of clients, majority being new to business.- Anaylsing client business' with an in depth knowledge of industry functions and risk applied to multiple sectors.- Report writing in terms of post lending, risk, annual and audits. - Resolving complex queries whilst considering company policy and risk.- Attending one to one meetings with clients.- Ensuring all client covenants are adhered to and taking action/escalating where necessary. Show less Key Responsibilities- Productive client relationship development with exceptional customer service. Interacting with clients directly and building a strong understanding of their business needs- Supporting and undertaking a proactive approach in financial risk management and awareness of a 30+ client portfolio- Supporting client Audits, Reviews and Post-Lending Reviews- Recording and analysis of monthly information such as company management accounts, bank statements and other financial reports- Liaising with clients over HMRC and any Time To Pay plans- Reporting on credit risk using platforms such as Experian- Reporting and monitoring clients with Bad Debt Protection.- Analysing year to date statistics- Undertaking debtor verifications- Information gathering and documentation raising for debtor funding limits- Processing daily client payment drawdowns including the review and sanction of overpayments to a particular value- Liaising with solicitors in regards to accounts being passed to recoveriesAttributes- Mentoring and training assistants new to business. - Creating document tools for use of the team. Show less

  • Relationship Manager

    Jun 2019 - Aug 2019

  • Client Executive

    May 2016 - Jun 2019
• 

  The Laurus Trust

  Oct 2021 - Sept 2022

  HR Systems Assistant
• 

  Laurus Trust

  Sept 2022 - now

  • HR Process Improvements and Systems Lead

    Jan 2024 - now

  • HR ITrent Systems Advisor

    Sept 2022 - Jan 2024