Daniel Leake Email & Phone Number

Edinburgh, United Kingdom

• Complete high risk remediation cases across customer due diligence.
• Quality Assurance on special interest client groups
• Collaborate with key stakeholders ranging from analyst, team managers & SME to deliver outcomes..
• Ensure MI data is updated and completed weekly along with WIPS and tracker for audit purposes.
• Collate and create guidance process for Special Interest Client Group and share with analyst to use to work cases to ensure process is followed correctly.
• Risk champion and responsible for sharing weekly spotlight on how to mitigate risk.

Edinburgh, United Kingdom

Edinburgh, City Of Edinburgh, United Kingdom

• Conduct full financial health check with customers, identifying customer needs and goals to ensure an excellent service, whilst identifying appropriate cross sale opportunities.
• Keying new products through CAO system & back office as well as online toolkits.
• Responsibility to manage workflow & retail diary.
• Maintain and build strong customer relationships, ensuring ongoing customer contact is maintained, take ownership and follow up.
• Collaborating with key stakeholders to fulfill customer’s expectations and desired outcomes.
• Maintain professional development to ensure excellent level of product knowledge.