Jonathan Ball Email & Phone Number

Birmingham, England, United Kingdom

I am responsible for assessing the advice provided on selected customer cases. This is to ensure the advisers advice is suitable, all required documents are attached and the associated cost and charges adhere to our network standards.I provide feedback to Appointed Representatives regarding the quality of their advice. This is conducted verbally, through written checklists and emails and by speaking to the advisers directly over the phone.Being both quality and target orientated I ensure to delivery precise, timely feedback on all of the case-checks I complete. I also ensure that any remedial follow up work required is completed within timescales. This is maintained by keeping in regular dialogue with the advisers, either through phone calls or emails. Checking to see if they need any further support or discuss any challenges they are facing and to see if I can assist. I provide the business with timely and accurate MI data and analysis on identified and emerging risks obtained from case-checking. This is discussed with my direct management team and the field sales management to help minimise any potential risk to the network. I ensure where poor customer outcomes are identified, an appropriate action plan is agreed with the adviser’s management. This is to address all concerns identified, with suitable follow up and to ensure there is a final satisfactory outcome for customers, minimising potential future complaints.I have built strong relationships with not just my immediate team but also the advisers within the network. I have regular calls with them to make sure they are satisfied with my feedback provided and to see if there is anything else I can assist them with.

Birmingham, United Kingdom

I worked as a Digital Marketing Manager where I serviced Yell’s National Customer accounts. This included multi million pounds account where day to day we looked after their advertising programs and ensure all their needs are met. This included on-line advertising programs customers held from their PPC campaigns, website amends and their Social Media advertising.My reliability and understanding on the forms of contract, encouraged my management team to entrust me with more responsibility, including the roll out of our new monthly rolling contracts program which in turn will save the company vast amounts of money in servicing but also ensure clients objectives are met for the long term.I produced monthly reports for the clients to show if their advertising is working and if it wasnt, I suggested new strategies on how we can improve their advertising programs. This also included competent use of Excel, Word, Outlook and C4C systems.I also offered support to my line manager in delegating tasks out to the rest of the team. This could range from planning for the day ahead, issuing the target that need to be adhere to with team members or following up on any training needs the team may have.I built relationship with the customers to ensure all their issues were sorted and I took ownership of these while keeping ownership of their issue till the matter was fully resolved.In my time at Yell I held numerous roles I gained recognition and reward from. This included Customer Complaints and Resolution Team, Website Build and Amends Team, Collections Team and the Complex Billing Department dealing with customer billing issues which require extra experience and dedication. All roles with Yell had been on a telephony basis so as well as superb people skills I have an excellent telephony manner and experience.

Birmingham, United Kingdom

I oversaw a mortgage sales team which provided a Mortgage Whole of Market advice working purely for NHS staff. I was responsible for ensuring the mortgage sale targets were met and to drive the team forward while monitoring the full compliance of the team.I built relationships with the customers to ensure all their issues are sorted and I took ownership of their issues until the matters are fully resolved.I had to speak to a range of banks and lending providers on behalf of my advisors. This would be to gain updates on cases submitted by my advisors to them and see when we would be looking to complete or gain any issues raised for the agents to then chase.I put together weekly spreadsheets on the case were dealing for my records, the agents record and senior management to see where we were with cases. This would provide a great idea on when cases would complete and when bonus amounts would be coming in to the advisors and to identify training needs when agents submit paperwork. As we were a telephony advice service, I carried out regular call assessments and completed 1:1 reviews for the Brokers. This helped me resolve any issues they may have but also any issue I had whilst ensuring any training needs where identified and worked up.I was in regular contact with the Director of the company to provide reports and update on my team’s performances and plans to improve the team going forward.I was also attended compliance meetings with our regulatory team to update them with the compliance reports for myself and the team members. Every compliance check with had was completed with outstanding marks and feedback with no issues highlighted.

Birmingham, United Kingdom

My main responsibilities were to motivate and manage a team of Mortgage advisers. I had to drive performance ensuring the staff were achieving their point of sale targets. I carried out call assessments and completed 1:1 review’s for both Mortgage Consultants and Mortgage Advisers. This is where I coached the team and provided feedback and guidance to help the team succeed.I also on a weekly basis had provided to me reports on what stage applications were at. I would then sit with each team member individually to catch up but run through the reports and check they know where their applications are at. This help me know who is on target and who needs more support to get on target and see what I can do to support them further.By the time of leaving the bank my team was the top performing team within our business sector.Before my promotion, I was a Telephony Mortgage Advisor for four years.In my advisor role I held Competent Advisor Status for three and half years and always passed all my advice assessments.Since I started with RBS, I managed to exceed every monthly target I was set. The targets were set against Mortgage draw-down completions and the selling of Life Cover, Building and Contents policies.

Birmingham

I was a fully qualified Financial Adviser where I reached Fully Competent Advisor Status to sell the full range of Protection, Savings and Pension Policies. In this role I was responsible for providing financial advice to my existing client base. I was also targeted against the advice I gave customers and the advice I gave I was compliant and correct. I never failed in any of these assessments and retained my Competent Advisor Status throughout my Co-Op career.I was also responsible for increasing my client base by advising new clients of the financial products we offered. I did this to meet individual sales targets which I was over achieving on a regular basis.I was also responsible for producing monthly financial audits following the collection of insurance premiums. I had to reconcile my collections and ensure my balance sheet matched up.The role was a face to face role and this enable to improve my people skills on a face to face level. I had to visit my clients and their homes and business premises and I believe my personality helped me as I was always warmly welcomed by all my clients.

Walsall, United Kingdom

I was a trainee manager working on the fresh food counter. My main responsibility was the day to day running of the food area. I had to ensure the Rota’s for the staff were in place and the right staff levels were set for the day ahead. Ensuring we had the right staffing levels at the right time and we were not over staffed or under staffed at the wrong times of the day.As well as preparing the food to be on display I had to ensure produce was always available. I oversaw ordering stock and managing rotation.I was also responsible for ordering stock and ensuring we had the correct levels required for the week to week maintenance of the department.At the end of the day I was also responsible for making sure the department was clean for the following shift the next day.

Btec, Electrical Installations Studies, Passed

Electrical Installations Studies

A Levels

Education record