David Bunt Email & Phone Number

Brighton, England, United Kingdom

Assisting the Reconciliations Manager in leading a team for a financial services provider that offer a range of products including savings and investments, insurance and lifetime mortgages. Processing & authorising a large volume of high value payments with challenging daily deadlines to ensure regulatory requirements, service levels & targets are met and excellent customer service is delivered. Reviewing procedures, daily reconciliations and providing feedback & training to ensure work is completed to a high standard in a timely and effective manner. Conducting performance reviews to identify shortfalls, improve efficiency, minimise risk and reduce occurrences of regulatory breaches.

Brighton, England, United Kingdom

In my previous role within the same team I was responsible for client money and client asset processes (CASS and non-CASS), meeting objectives to ensure my work met regulatory standards & was completed accurately & efficiently. Undertaking daily reconciliations and regulatory reporting to ensure customer records and monies held in company bank accounts adhere to CASS requirements and are properly protected in a compliant manner. Keeping up-to-date on constantly changing regulations and liaising with other departments within the company to ensure the correct controls are put in place to identify, mitigate and manage risks and regulatory breaches.

Brighton, United Kingdom

Previously, I held a position within the customer services area, providing both back-office administrative support and front-end contact with customers. Maintaining customer accounts using a number of in-house systems, running daily reports and processing large quantities of client data with strict deadlines to ensure accurate records were kept across a range of different products. Responding to enquiries by phone, email and letter correspondence, ensuring customer expectations are met and HMRC guidelines are correctly followed.

Worthing, United Kingdom

* Working in the call centre for Southern Water, I dealt with incoming and outgoing calls to customers.* Providing information about the Universal Metering Programme and dealing with customer enquiries.* Booking appointments for engineers to visit properties for meter assessments.

Truro, United Kingdom

* Working in a buying office for a chain of country stores, I worked alongside the supply team and store managers to ensure a high level of availability of products on the shopfloor.* Creating and sending purchase orders, liaising with reps to maintain a good working relationship with suppliers.* Monitoring and analysing sales data, stock levels, and seasonal trends to establish an order schedule to maximise efficiency.

Truro, United Kingdom

* Taking incoming calls from new & existing customers in a busy call centre.* Dealing with enquiries and complaints and promoting BT products and services.* Navigating customer information using an online database.