Current role - Lending specialist in Wales and West of England region with joint leadership of new lending structure pilot. Referral point for 50+ Private Banking managers in relation to Private Banking client specific lending scenarios, from initial enquiry to completion. Requiring liaison with a number of areas of the bank to provide bespoke solutions to complex client needs. Previous role within BoS PB until Sep 2011 - managing core lending portfolio of approx 100-150 high net worth clients. Portfolio containing predominantly lending clients, but also some large depositors. Solely responsible for all Regulated Lending within office of approx. 3000 customers. Also involved in other secured lending, global facilities, partnership lending and structured deposits. Other achieved targets include mortgage, regulated investment and commercial lending referrals, deposit growth and increase in lending book.

Managing significant portfolio of businesses with turnover up to £5 million within main city centre office - Colmore Row, Birmingham. Valuable knowledge in business banking and structure gained from working with limited companies, partnerships and sole trading accounts.

Managed portfolio of 700 high net worth clients in main Birmingham City centre branch. Similar responsibilities as per current position. For an 8 month period managed two portfolios single handily.

Branch based sales involving mortgage, personal loans and other credit linked sales. Involved in day-to-day personal banking and sales in a busy Stafford town centre branch.

advising clients on existing mortgage facilities with linked insurance sales targets.

managing orders and distribution for existing clients in the industrial area of high performance complex pipe work systems.