Anna Willcocks Email & Phone Number

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.

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.

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.

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.