Dawn Pottinger Email & Phone Number

Greater London, England, United Kingdom

Working as part of a team of sector specialists within the professional field in Premier Banking . Providing a relationship led service , focused on clients life moments .

Taking ownership of a portfolio of high net worth clients, providing financial assistance, holding holistic reviews, tailoring products and services to match their needs Using salesforce on a daily basis to help build and maintain strong lasting relationships and client retention.Ensuring product knowledge is kept up to date, alongside quarterly tests, this would include internal polices and products, competitor products and the ever changing wider market forces Adhering to company policies and procedures and willing to take rational risk, within prescribed boundaries and escalating where appropriate Managing demographic data in order to asses affordability for a new referral to the correct stakeholder for unsecured or secured lending. Conducting Savings, investments and insurance reviews with clients. Complaint handling, resolving and escalating where necessary Coaching of other staff membersProactively Building rapport on a daily basis, adapting communication styles in order to meet the needs of the client by means of face to face or telephone appointments Consistently and effectively managed own diary to fulfil and meet client's expectations on a daily basis with a flexible attitude towards hours worked Effective communication between internal and external stakeholders Other duties included being Involved in higher cost of credit for unsecured lending project, assessing the needs of each client during the pandemic and a part of the complaints team where they needed assistance Complaints, D&I and wealth champion for my teamThis resulted in obtaining high NPS scores, client retention, portfolio growth, profit for the company and happy clients (customer delight) whom were able to meet their financial goals

Helping individual clients manage their money in order to balance financial risk and returnAssisting customers in opening lines of credit Promoting financial products and services to potential and current customers Building Relationships

London, England, United Kingdom

Helping clients with their induvial short and medium term credit needs by performing credit checks to assess client's ability to repay proposed finance Insurance sourcing for clients. Debt collection