Highly motivated and professional account manager with extensive experience in the financial services industry including retail banking/business lending and wealth management. Experienced in problem-solving, client liaison, and rapport building I can confidently deliver excellent customer experience, providing appropriate services and solutions to suit client needs, always greet new challenges with enthusiasm and initiative.
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Business DevelopmentReform Financial Sep 2020 - PresentFinding financial solutions for businesses, funding, and financial insolvency as well as personal debt solutions. Maintaining great relationships with existing client base and nurturing new connections, ensuring individual needs are acknowledged and met. -
Financial UnderwriterFreelance May 2019 - Sep 2020London, England, United Kingdom- Ensuring business risks managed and operational procedures complied with – Completed TCF, data protection, anti-money laundering & sanctions training, including financial crime compliance trainingDeveloped excellent rapport building skills, liaising with clients, and nurturing business relationships
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Business ConsultantFreelance Aug 2017 - May 2019Brighton, England, United KingdomFreelance business consultant - Fixed rate bonds, Online rentals - Managing investment accounts as part of an out-sourced account management/marketing company for fixed-rate bond/ISA investments, assessing needs and providing product information from potential investors as well as maintaining excellent relationships with clients. -Consistently exceeded monthly targets
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English TutorFreelance Jul 2015 - May 2017Bangkok, Bangkok City, ThailandTeaching English as a foreign language on location in Thailand, a Thai government secondary school to students aged 11-18. Designing, planning, and implementing detailed and varied lesson plans in accordance with the school syllabus and learning objectives. Working as part of a faculty team to organise school events as well as taking ownership of classroom activities and facilitating group learning
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Business Advisor (Business Manager Support)Royal Bank Of Scotland Business Jul 2008 - Oct 2014Brighton, England, United KingdomAccountable for supporting business banking relationship/business managers by efficiently & effectively undertaking their processing and administrative work. Handling complex transactional activities, credit management, account opening, KYC, correspondence, and facilitator training, also headed a small team serving as the booking desk for the National Loan Guarantee Scheme -
Customer Service AssociateRoyal Bank Of Scotland Business Oct 2006 - Jul 2008Southampton, England, United KingdomBusy telephony department, focused on delivering excellent customer service as first point of contact. Data entry and processing sessions to deadlines and consistently met performance and sales targetsInvolved in training and motivating new members of staff.
John Allard Education Details
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Business
Frequently Asked Questions about John Allard
What company does John Allard work for?
John Allard works for Reform Financial
What is John Allard's role at the current company?
John Allard's current role is Business Development at Reform Financial.
What schools did John Allard attend?
John Allard attended University Of Southampton.
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Jean-Pierre Allard
Milton Keynes -
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