Developing a contact strategy for customers for car finance. Working with 20 lenders to obtain the best approval for customers based on their credit profile and their individual circumstances. Obtaining identification and documentation in line with the lenders requirements.Key Achievements• Always achieving target and being in the top 10% of advisers.• Regularly winning top performer awards

Managing a portfolio of circa 250 high net worth Banking clients. Undertaking KYB / KYC reviews to ensure AML regulations are adhered to and customer reviews to identify opportunities. Holding regular meetings and interactions with key stakeholders to maximise referrals and cross sales.Key Achievement• Nurtured a new relationship and successfully won business for a £2 million self build facility which resulted in fees of £32,000 to the bank. Undertook site visits and ensured that facility was repaid within agreed timescale.• Worked closely with Wealth Advisors and reviewed my portfolio with them to identify opportunities for investment advice. Arranged joint appointments that obtained advice fees of £15,000.• Seamlessly transitioned my clients from Bank of Scotland to Lloyds. Advised clients of the benefits of this and answered concerns

Business Development and managing a predominately lending portfolio of circa 50 High Net Worth Individuals with a minimum entry level of £2m investable assets. I established an extensive intermediary and professional contact database and pursued intermediaries capable of producing a good stream of quality referrals.Key Achievements• Although I was new to the Private Banking Market and area (Liverpool) I built up a substantial intermediary database that enabled me to achieve all key targets (lending, deposit and Investment).• Worked with a wealth management company that deals with footballers, actors and sportspersons. This resulted in lending proposals of £8m within a 3 month period.• I assisted with the creation of a new Private Banking office in Liverpool and helped run the office throughout 2009. In 2010 I moved into the Manchester office as the Liverpool was operating successfully

Establishing a comprehensive intermediary and Professional Database. Providing Intermediaries with superb service adhering at all times to agreed service standards. Pursuing intermediaries capable of producing a regular stream of quality referrals. Train these intermediaries in terms of the quality of business for which the bank has an appetite. Inform them of the range of business products available. Carrying out customer interviews to convert leads to drawn business in the quickest time possible by gathering all the necessary information to enable the credit propositions to be sanctioned.Key Achievements• Trained new BDMs on Credit process and financial model resulting in the managers being signed off for electronic credit submissions.• Achieved 400% of target during the quarter of October 2007 to December 2007.• I was selected to continue as a lending BDM after re-structure in quarter 1, 2008. Only top 10% in whole of UK were selected to continue in this role.• Selected to represent the team on numerous occasions at Head Office to implement new processes and services

I utilised the experience and expertise that I have built up throughout my Banking Career to pass commercial and residential property referrals to contacts at various banks and financial institutions. I undertook fact find meetings with clients to gather details and ascertain what the most important details are with regard to the transaction I was looking at. I gathered all the relevant information and submitted this in a timely manner to the bank or financial institution. I monitored the agreed facilities so the transactions are finalised as soon as possible.Key Achievements• I was headhunted for a position at Bank of Scotland due to professional service & quality of proposals that I put to them • Was able to support a new mortgage broker company – Northern Mortgage Company – in the set up of their business

See previous BDM role for key activities.Key Achievements• Although I only worked for a year as a Business Development Manager I obtained circa 150% of my target. • Trained a new BRM over a 11 month period who went on to achieve over 100% or target

Managing a portfolio of business customers and their associated personal relationships. Developing new customers within the business segment, whilst maintaining a high level of knowledge of the business segment within the local market. Carrying out customer interviews to convert possible leads to sales and to maximize cross selling opportunities. Gathering all the relevant information and following procedures to enable credit proposals to be sanctioned. Ensuring that set levels of charging is applied to all products and services. . Providing coaching and mentoring support to less experienced Business Relationship managers.Key Achievements• I had been very successful during my time as Business Relationship Manager and this had been reflected in the annual appraisal ratings that I had achieved. 2001 = 4, 2002 = 4, 2003 = 5 and 2004 = 5 (the banks appraisal ratings are between 1 which is poor and 5 which is excellent) • Due to my success in 2003 I was awarded a place on the New York Achievers Conference and due to my success in 2004 I was awarded a place on the Vienna Achievers Conference. • During both these years I was within the top 5 performing Business Relationship Mangers within the whole of the UK