Jon Woolfenden Email & Phone Number

Day to day role involves: - Deputy branch manager - Qualified lending advisor up to £25000 - Setting up appointments with existing and new customers to review accounts and recommend TSB products, beneficial to both the customer and the bank. - Welcoming customers into the branch and helping with their day to day transactions. - Local Business Accounts (coordinating a multibranch diary, arranging meetings with local businesses and opening new accounts for sole traders, - Working with Financial and mortgage advisors to generate appointments. - Referring other business opportunities such as; limited companies, high turnover companies, account switchers and business lending. - Daily administration and filing system management - Dealing with branch walk in business from complaints to new business. - Team target and individual targets

Working within a team with individuals targets, pre-arranged and walk in business meetings, dealing with customer accounts and administration of sensitive paperwork - Building relationships with customers through arranged meetings - Targeted on appointments with referral and self-generated business - Management of front line target with administration and one to ones - Administration of sensitive customer information and financial documents - Successful hand over service to specialist advisors - Problem Resolution for customers - Working with financial advisor on setting up referrals and introducing business for potential investment, pensions and life cover.

Manhchester

Team leader, generating sales of secured lending and contacting existing customers to review existing loans and discuss new business. Working with team members towards targets, bonus sales,motivation and office management.

Gnvq, Travel And Tourism

BTEC/GNVQ Leisure & Tourism Modules in Customer Service, IT, Environmental Studies, Contributing to an event/service

6 Gcse, Maths, English, Scinece