Local Business Manager Oct ’13 - Dec ‘15Part of a team of 7, each managing 250 UK client portfolios for banking and lending. Covered Sevenoaks, Paddock Wood and Tonbridge. Work referred on to colleagues for other services. Created new client accounts and encouraged clients to switch from other banks, working to target. Maintained a high level of customer service throughout. Ensured FCA credit and lending guidelines and policies were adhered to at all times, liaising with stakeholders. • Carried out full holistic client reviews to assess client’s needs at the start and maintain throughout life of account, building a close, effective working relationship and build trust with each client. • Met new and existing clients in branch or their premises. Met existing clients at least twice yearly or as and when required, to ensure all their needs were met and up-sell more services. • Resolved customer queries and complaints via email, post and face to face, referring to set company policies.• Dealt with Credit Queue daily.• Attended networking events to gain new clients and promote the bank.

Part of team of 6, each managed 450 high net-worth client - £50,000 plus. Focused on working closely with in-house, independent financial advisors (IFAs), so that clients - particularly those with international accounts – could benefit from investment and tax advice.

Senior Counsellor • Ensured the banking hall was staffed at all times. • Coached branch counsellors to support individual development and team performance.• Ran branch during manager’s absence.

Opened new accounts and booked appointments with stakeholders.

Cashier both Sterling and Foreign Currency

Sales Assistant, then Supervisor Customer Service Desk, Gained NVQ Level 2 in retailing

Cashier including sterling and foreign currency, Personal Banker, Team Leader,