Andre Walcott Cemap Email & Phone Number

London, England, United Kingdom

• Commercial responsibility managed for the branch across Mortgage, Protection and Home Insurance product areas. • Utilising a robust knowledge of the mortgage lending policy to ensure compliance with Risk Management, Safeguarding & FCA guidelines• Proactively monitoring the evolving financial markets and business in order to provide up to date advice and recommendations• Consistent collaboration with other stakeholders to deliver succinct information alongside supporting their ongoing development in generating substantial business outcomes and quality referrals • Comply with Quality standards inclusive of credit quality policies and processes • Providing tailored Mortgage & Protection advice across all client application types ie first time buyers, remortgage, movers, further advances whilst adhering to MCOB principles as well as secured lending policy requirements outlined by the Bank.• Applying ICOBS regulations pertaining to advice and recommendation when dealing with insurance business.• Portfolio management – managing pipeline of potential and existing customers in order to develop new business or retain existing customers• Dealing with client queries and applications in line with SLA (service level agreements) stipulations.• Managing community events in branch – ie. organising and delivering First Time Buyer Events in branch to help educate customers and prepare them for their first purchase. • Managing own diary to ensure time for customers is maximized and diary is efficient to support multi channels appointments • Ensuring all continuous professional development (CPD) is undertaken when appropriate, and keeping up to date with any relevant regulatory changes & requirements

London, England, United Kingdom

• Achieved all commercial objectives by employing a strong work ethic and by working autonomously• Strong interpersonal skills demonstrated to build rapport, ascertain customer’s banking needs and deliver a range of services during productive & informative client meetings• Proactively managed all Personal Banking licenses across Banking Products, Insurance products, Savings Products and Unsecured Lending, analysing and interpreting metrics to maintain impeccable company standards• Proven experience in meeting and exceeding client expectations• Identify and understand how to influence customer experience in order to build long lasting relationships• AML and KYC completed according to the policies and guidelines set out by the bank ensuring no errors were made during customer account opening, leading to greater relationship building

London, England, United Kingdom

• Frontline experience in dealing with customers from different walks of life• Excellent rapport building skills and implementation of methods that help identify customer needs in a fast-paced environment • Responsible for identifying products that can help people and businesses to prosper by referring them to either a Specialist or Personal Banker• Ensured that all operating procedures and regulations were followed in line with FCA and Santander guidelines

Diploma, Cemap

A-Level, English, Sociology, I.T.

Gcse, English Double Award, Science Double Award, Math, History, Design Technology, French, A-C