Carl Wade Email and Phone Number

Supporting the preparation and implementation of a comprehensive marketing programmeSupporting the Relationship Directors develop new customer relationships with identifying andresearching new business opportunitiesProviding professional administrative and operational support to the team as appropriate, demonstrating exceptional organisation and time management ability

Supporting the Relationship Directors in producing annual reviews – collations and analysis of audited accounts, customer forecasts etc;Ensuring there are no regulatory or legal issues within the business areaProviding exceptional customer service to internal and external customers, improving customer satisfaction to achieve divisional goals to significantly increase market shareSupporting the preparation and implementation of a comprehensive marketing programmeSupporting the Relationship Directors develop new customer relationships with identifying andresearching new business opportunitiesProviding professional administrative and operational support to the team as appropriate, demonstrating exceptional organisation and time management ability

A strategic, senior relationship portfolio management role focused on driving and nurturing a customer centric culture whilst meeting the needs of over 200 of Santander’s most valuable corporate clients, with an annual turnover of £50 - £500 million. Providing a personal, dedicated and bespoke service across an allocated portfolio. Engaging with the customer via a variety of channels including e-mail / electronic, telephone and face to face customer meetings. - Working alongside a variety of senior management and key stakeholders, including Relationship Directors/Relationship Managers/Product Partners/Credit etc. to ensure that service standards are strengthened in order to extend the width and depth of their corporate relationship with Santander. - Building and maintaining strong business relationships with key stakeholders across the business, to ensure that service standards are strengthened extending the width and depth of the overall client relationship with Santander. - Personally responsible and accountable for the management of an allocated portfolio, proposing and project managing service improvements through to execution, as well as ad-hoc incident management.- Responsible for the line management of a wider support team, consisting of seven people, this includes completing monthly one to one reviews. This also includes management of the day-to-day activities within the office and resource planning to ensure there adequate cover, whilst observing quality checks and controls.- Effective management and improvement of individual performances within the respective team, through embedding the Personal Excellence Plan. Coaching team members, providing the opportunity to achieve the necessary skills to service customers more efficiently and to progress successfully in their desired career.- Take ownership of operational and regulatory risk within an agreed Risk framework, to effectively reduce the company’s exposure to factors of Risk.

Responsible for providing day to day financial advice to both new and existing customers of Santander’s Retail Bank, as part of a regional team. Reporting to the Regional Manager - Bancassurance. - Consistent delivery of a strong above target performance, receiving recognition and attending several divisional reward activities. - Secured a place within the Santander Platinum Club 2011 & 2012, recognising and rewarding the achievements of the top 100 Financial Advisors nationally.- Achieved and maintained the confidence of a portfolio of customers. One of which had only previously held deposit accounts resulting in a £300,000 investment into portfolio investments. - Improved performance rank of branch from 16th position in 2009 to 1st position across 2010 & 2011.- Established contingency measures to address peaks and troughs within own performance, enabling execution of targets set by the business. - Provided coaching and development within the branch network to achieve a greater understanding and knowledge of Bancassurance, and to assist in the achievement of their individual targets.- Ensuring adherence to company policies and procedures including Compliance, Audit and Quality Assurance.- Managed and implemented cultural change through effective planning and communication with branch team.

Supporting the branches Client Relationship Manager in identifying and presenting opportunities to strengthen both new and existing relationships with individuals seeking financial advice. Reporting to the Branch Manager.- Successfully created and developed a customer portfolio, building strong relationship with the retail customer.- Consistently ranked number 1 nationally across both the Personal Banking Advisor and the Savings Specialist population. Resulting in a cover for Santander’s Ideas Magazine.