Jo Brown Email & Phone Number

Leeds, England, United Kingdom

• AML Officer
• Handling the AML checks for customers, completing applications and working closely with 25 sales staff.
• Reviewing and correcting applications, and regularly keeping up to date with AML policies and procedures.
• Adhering to changes and industry best practices as well as guidelines and policies, boosting safety levels.
• Carrying out regular training sessions for staff on AML regulations, red flags and internal procedures.
• Managing the Client Onboarding and Know Your Customer (KYC) process during client onboarding.

Leeds, England, United Kingdom

• Associate Relationship Manager
• Delivered high quality support to customers to ensure their deposit needs were correct, meeting KPIs.
• Communicated with clients for new and existing maturing deposits, contributing to business requirements.
• Built strong relationships with managers by booking appointments and providing agendas for clients.
• Facilitated different channels including online, branch network and telephone departments, attaining goals.
• Sold new opportunities to clients to help support their business needs; used insights from contact planner.

Leeds, England, United Kingdom

• Oversaw the management of a team with 15 FTE, closing employees’ skill gaps and attaining team KPIs.
• Reviewed team performance, exceeded standard expectations and identified new business opportunities.
• Enhanced performance with effective coaching, delivering motivating sessions and increasing productivity.
• Integrated new policies and processes as well as initiatives within the team, boosting quality standard levels.
• Complied with all legislative and regulatory requirements at all times, which resulted in minimised risk.
• Evaluated policies and procedures related to attendance, disciplinary and performance management.

• Accountabilities:
• Providing excellent customer service to our customers and ensuring excellent customer outcomes are achieved.
• Servicing accounts and providing technical advice on queries relating to online banking; whilst giving excellent customer service.
• Providing guidance on other banking queries to help customer experience.
• Proactively drive my performance and personal development.
• Ensure all business was conducted within the risk and regulatory guidelines set.