David Marshall Email & Phone Number

Leeds, England, United Kingdom

YBS PENSION TRUSTEES LIMITED · [Companies House Number: 11737740]**This is an additonal role I undertake alongside my main full time role as Strategic Excellence Partner** Alongside the other Trustees who sit on the Board, I am responsible for the overall management of the pension Scheme for YBS Penson Trustees Limited [Company number 11737740]. This is an.

Leeds, England, United Kingdom

Current role is supporting the Change Delivery department to deliver strategic change priorities, culture and skills. Deliveriables include:Skills mapping [using technology to capture data] across IT and Change to support skill development now and the future. Development of the Financial Services Skills Commission [FSSC] across Change Delivery with Senior.

Leeds, England, United Kingdom

To shape business outcomes and help prioritise change initiatives to deliver YBS Strategy and understand why change is needed, what needs to change, clarity on how to progress and approval and readiness to proceed safely with initiating deliver of the change. Responsibilities include: Plan how we best achieve desired business outcomes and prepare change.

Leeds, United Kingdom

To articulate what innovation looks like in our target culture at YBS and why this is important including the alignment to our Digital Strategy and desired outcomes and development and delivery of activities across the business to move YBS towards this aspect of our target culture. Responsibilities included: Development of innovation capabilities across.

Leeds, England, United Kingdom

To articulate what innovation looks like in our target culture at YBS and why this is important including the alignment to our Digital Strategy and desired outcomes and development and delivery of activities across the business to move YBS towards this aspect of our target culture. Responsibilities included: Development of innovation capabilities across.

Lancashire

I led and inspired a team of 15 Branch Managers across Lancashire and the North West, focusing on excellence in Savings and Mortgages. My responsibilities included motivating Branch Managers, balancing their needs with those of the Group, and maintaining a culture of development and positive customer outcomes. I developed area people plans, improved team.

Leeds, United Kingdom

In my role for over two years, I focused on strategic projects, delivering national branch closures and brand changes across the group, new product propositions and risk development. Main Achievements:Programme Delivery: Successfully delivered complex programme requirements within the branch and agency network, developing new operational processes to.

Blackburn, United Kingdom

As Branch Manager for a Grade 2 Branch, I was responsible for a team of 7 ranging from Customer Representative, Customer Consultant, Mortgage Adviser and Assistant Branch Manager. The key requirements are based around Exceptional Customer Experience, process management to ensure a smooth transaction for customers and product delivery to ensure positive.

Southport

A fantastic role and one in the heart of Southport. A great team of 8 staff working towards the needs of our local customers. Assess local market conditions, identify current and prospective sales opportunities and develop forecasts, financial objectives and business plans for the branch. The aim is always to ensure customer needs are met and that they.

Cleveleys

A fantastic branch in the small town of Cleveleys.Profile of the role:Evaluate regularly the effectiveness of the branch operation, to see that policies are being observed and that goals are being attainedTake prompt corrective action as neededParticipate actively in community, business and industry organizations to build a network of contacts that improve.

Preston, United Kingdom

A management trainee role based in Lancashire Area. A fantastic role that built a solid foundation of banking and financial skills to eventually become a high performing branch manager. Roles included area projects on staff development, cost based analysis and product and service implementation. Provided area support to the branch managers when on holiday.

Chorley, Lancashire

As manager I was responsible for the operation and infrastructure of the health suite. I provided business planning, performance indication, business processes, information management and retention modelling. Attention was on customer need and expectations, strategies to improve customer retention and staff development. Data analysis and producing.