Helping both businesses and individuals fufill their dreams of yacht ownership

• Delivering 26% balance sheet growth during 2016 through excellent relationship management of existing client portfolio and bring on new customers through intensive BD activities. Ended the year being responsible for a £15m balance sheet with over 200 active customers.• Managed my own personal development through a steep learning curve in switching from retail to corporate banking, successfully completing the Chartered Bankers qualification of Diploma in Lending Skills.• Maintained my interest and applied my leadership skills through being an active member of the Junior Management Team, helping to deliver improvements in employee engagement and welfare.

Recruited and trained a team of 12 individuals to manage the sale of insurance products across the Greater London area in key strategic branch locations.Developed strong and effective working relationships with 23+ key stakeholders (Area Mortgage Managers, Regional Mortgage Managers, Local CEOs, Branch Managers and RD Branch Banking) to negotiate and collaborate for success.Deputizing for the Regional Manager for London, including taking full ownership for the day to day running of the region during his absence for which I received very positive feedback from Head of Protection .

Coached and supported a team of individuals to provide admin support to the Specialist Financial Advisors in serving customers.Embedded and sustained a strong control culture and a right first time approach to tasks undertaken ensuring the highest quality outputs.Developed standardized coaching and observation prompt sheets and an Accreditation program to up-skill the department of 40 plus individuals, clarifying standards and expectations.

Responsible for delivering an income of £1.3M per quarter through effective leadership of a team of up to 15 staff including Customer Advisors, Customer Service Officers and Team Leaders.Coached and supported the team to deliver a strong control environment as demonstrated by continuous successful risk assessments (ACET).Worked closely with other stakeholders to run Branch Open Days to which many important future and potential customers were invited. Various stakeholders, PMA, FPM, Stockbroker, all attended.Inspired and motivated the team to provide an exceptional customer experience as demonstrated through maintaining consistently the strongest Customer Satisfaction scores in the local market.

Provided world class customer service through the effective handling of enquiries and complaints ensuring highest level of customer satisfaction.Undertook full financial reviews with customers highlighting areas for consideration, then providing products to meet their financial needs and improve their lives.Consistently achieved objectives and KPIs resulting in quick progression to from Customer Service Officer to Customer Advisor.

Sales, Control and Service