Deborah Potts Email & Phone Number

Manchester, United Kingdom

Manchester, United Kingdom

• Provide exceptional client service and act as second point of contact for high net worth clients.
• Work effectively with aligned Executive Director to build stronger and more profitable relationships with our clients.
• Oversee and prioritise incoming emails for actions whilst maintaining an efficient and professional office environment when dealing with phone calls, emails and correspondence.
• Exercise complete discretion when dealing with material of a highly confidential nature.
• Manage logically and on a forward-looking basis the diary and travel arrangements. Process expense claims on a monthly basis.
• Provide coaching and support to team members.

Stockport, United Kingdom

• The management, supervision and development of 10 customer service officers and advice teams.
• Develop and maintain a robust succession plan for the branch to ensure key sellers are in place.
• Manage risk by ensuring the key regulatory, operational, credit and control processes are followed consistently by the team.
• Monitor and authorise all banking procedures undertaken within the branch, to ensure the correct results are achieved for the clients under Treating Customers Fairly.
• Undertake Personal Development Plans, assessing individual’s competence levels, with regards to procedures and personal development requirements.
• Provide leadership, direction, motivation, coaching and support to team members.