Anna Willcocks Email & Phone Number

London, Gb

Exeter, England, United Kingdom

I support a hub of clients and financial advisers in the South West region. Roles include:- Remote working from home using a range of channels, mainly Microsoft Teams- Working closely with SPW contacts, third parties and wider areas supporting customers and colleagues by phone and email- Conducting operational tasks including administration and data entry- Conducting detailed analysis for Pensions & Investments switch and transfer activity3rd party and client contact via telephone and email- Carry out procedural tasks to support management of external client relationships.- Works within current standard compliance processes, systems, and procedures, and reports non-compliance issues

Somerset, England, United Kingdom

Organising and managing a busy diary of appointments booked from a range of sources: self generated, colleagues in branches, telephony and customer requests. Proactively reaching out to customers offering ways to improve their finances to help make or save them money. Championing colleague recognition by highlighting how colleagues have contributed to the journey of improving customer finances. Being an advocate in area such as: home insurance, lending, savings and banking - offering customers with a range of options to improve their finances and allowing them to have an informed choice in how to do so. Also working cross functionally throughout the business, partnering with investment experts and mortgage advisers to help exceed further more complex customer needs.I was recognised by the groups Managing Director Jo Harris on a national for my efforts with Over 70’s welfare calling during the global COVID-19 pandemic.

Taunton, England, United Kingdom

Delivering a fantastic customer experience. Serving customers on the counter, managing cash deposits and withdrawals. Proactively looking for ways to improve service and customer experience. Generating referrals to personal banking advisers, mortgage advisers and wealth colleagues to improve customers financial circumstances. Controlling and cleaning technology to make sure performance is consistent and keep service scores high. Working closely with my line manager to improve processes and taking on additional tasks to improve efficiency.

Business Studies, English Literature And Psychology, Business Studies - A , English Literature - A, Psychology -C

Gcse, 2 A*'S, 5 A'S And 2 B'S, Including Grades A* In English And B In Maths

Activities and Societies: Senior student: being voted to be the student voice, conducting interviews, holding presentations to the entire.