Dawn Powdrell Email & Phone Number

Guildford, United Kingdom

Associate Director Private Banking

 I have built Individual Banking Portfolio from zero to become income generating. I built mortgage book from zero to profit making. Contributed income to Branch to enable it to become profit making within 3 years. Built up network of IFA’s, Accountants and Solicitors who refer regular mortgage business. Working with intermediaries to achieve bespoke mortgage solutions for customers. Instigating meetings between intermediaries and business partners to increase income. Build strong relationships with customers. I have completed compliance sign off for Mortgages on an ongoing basis. Independently completed mortgage paper work in an cordially fashion ensuring customers complete transactions on time.  I worked within a territory and referred out of territory business to relevant person.  I prepared and presented deals to credit. I ensured audit requirements were met. Kept up to date with MMR regulation.

 Exceeded target, achieved by referring mortgages, investments and lending propositions I took over managed and developed a premier client portfolio.  I built up strong relationships with clients, accountants, solicitors and IFA's which lead to referalls I achieved regulated sign off. Conducted ongoing training of retail team. Undertook training and personal development of premier banking team members. Identified areas for development within the team 

 I built a portfolio from zero. Built up strong relationships with clients, accountants, solicitors and IFA's I completed all commercial credit training. I gained referrals from clients, solicitors, accountants IFA's and internal partners. I trained the team in respect of trading businesses. I referred business to internal specialist partners.

 I finished ahead of target by 10% in 12 months. I took over a portfolio corporate of clients managed and developed new business. Introduced majority of clients on portfolio to Private Bank or Barclays Financial Planners. Built up strong relationships with intermediaries to increase business. Built up strong relationships with other departments KBI's and other team members. Introduced new clients to Larger Business. Headed up training of team in respect of Premier Banking. Completed commercial training. Putting new propositions together for credit team approval.

 In 2006 finished at 150% of target and 2nd Nationally. I deputised for the Area Manager during leave periods. Acted as team mentor, undertook training and personal development of team members. Identified areas for development within the team.  Took over, managed and developed portfolio.

 Achieved top position in the country for cash deposits. Trained Scottish Mutual area sales force to sell banking products. Set up new roll within Abbey National for Intermediaries for Banking Specialist South and South East region. Visited Brokers, Accountants and Solicitors to explain products and open accounts Created reporting system to monitor sales force targets..

 Liaised with a Key Account with regards to a £25 million account, conducted appointment and account was opened as a result. Approached one of the largest charities in UK and secured the account. Arranged and presented numerous workshops to IFA’s Accountants and Solicitors. Visited Brokers clients with regard to opening accounts. Constantly exceeded annual targets. Built a successful area dealing with Accountants IFA’s and Solicitors. Conducted sales training sessions within the Southern Region Team. Completed all mandatory Money Laundering and Banking Code Tests. Exceeded appointment target levels. Top sales manager Southern Region Team

Education record

Education record

Education record

Education record

Education record