Brian Telfer Email & Phone Number

Dunfermline

Taking the stress out of choosing the right mortgage. Providing professional and individual mortgage advice

Dunfermline

Providing a professional service to customers either looking to borrow to purchase their next property or assisting customers who are looking to remortgage to Nationwide.I provide an advised service to customers in respect of their mortgage product and protection needs. Using my excellent rapport building skills, I ensure that I have a sound understanding.

Edinburgh, United Kingdom

Actively develop, build and maintain strong relationships with the Relationship Managers (RM's) based in the Commercial Direct team, generating confidence and trust in the strength of the UK Wealth proposition. Providing high quality advice and guidance to Commercial Relationship Managers to support their prospecting for new client opportunities and the.

Edinburgh, United Kingdom

Support the leadership team by providing regular coaching to Relationship Managers. Using positive and persuasive coaching techniques to develop a team of 120 Relationship Managers to maximise all inbound and outbound sales opportunities.Had a 100% track record of improving colleague performance.Actively promoting a high performance culture with the.

Edinburgh, United Kingdom

Responsible for building strong and sustainable relationships with Commercial customers.Working both re actively and proactively conducting business reviews thorough needs and risk analyses, to ensure we offer products and services that truly meet customer's needs.Working to sales, risk and service targets. Excellent sales record achieved on a consistent.

Edinburgh, United Kingdom

Ensure that each colleague within the team is carrying out the role to the standard normally associated with Lloyds Banking Group.Carry out daily quality checks on correspondence to ensure that letters being issued to customers were acceptable and provide coaching where required.Responsible for ensuring all correspondence issued by the complaint handlers.

Rosyth

Communicating with customers both by telephone and in writing to resolve customer complaints.Working on mortgage, credit cards, personal loans, banking and non product complaints, requiring a sound knowledge of each product area.Liaising with the Financial Ombudsman Service to resolve customer complaints.Adhering to relative regulatory complaint handling.

Rosyth

Responsible for the operation of a team of approximately 11 colleagues.Carrying out monthly, half yearly and annual reviews and disciplinary meetings when necessary.Provided coaching, where necessary, ensuring that each colleague had a coaching plan in place and regular coaching sessions held.Regular meetings held with managers and senior managers to.

Rosyth

Communicating with customers both by telephone and in writing to resolve customer complaints. Working on mortgage, credit cards, personal loans, banking and non product complaints, requiring a sound knowledge of each product area.Liaising with the Financial Ombudsman Service to resolve customer complaints.Adhering to relative regulatory complaint handling.

Dalkeith

Dealing with members of the public face to face.Responsible for the processing and underwriting of mortgage application and associated products including buildings and contents, life assurance, critical illness and mortgage repayment cover.Identifying cross sales opportunities.Holding daily meetings with banking advisors to make them aware of availability.

Livingston

Moved to St James Place Bank due to my excellent communication skills.Dealing with high net worth private banking customers and their financial advisors.Processing of mortgage, current account, credit card, savings products and personal loan applications.

Edinburgh, United Kingdom

Accurate processing of mortgage, current account, credit card, savings products and personal loan applications.Communicate with members of the public and financial advisorsDiscuss potential cross sales opportunities with customers

Edinburgh, United Kingdom

Accurate processing of mortgage applications.Communicate clearly over the telephone with both members of the public and financial advisors.Provide information on non advised basis on the products offered by Standard Life Bank.

Edinburgh, United Kingdom

Dealing with customers face to face.Cash HandlingProvide accurate and concise informationLooking for cross sales opportunity