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.•Interviewing of all new prospective employees for positions within customer service or advisor roles.•Attend and arrange branch managers meetings and conference calls.