Kelly Curtis Email & Phone Number

Cardiff, Gb

Cardiff, United Kingdom

I am looking to de-mystify the jargon around investing. Whether we are talking about stocks and shares (which are the same thing, BTW) or ISA's and JISA's, my mission is to make investing simple enough for everyone to understand. Wealthify is investing made simple. We’re on a mission to democratise investing by making it easy and affordable for everyone. Using our digital savings & investments app and website, anyone can become an investor in minutes, no matter what your level of knowledge or experience. Wealthify builds you an investment plan or ISA and manages it for you every day. You can start with as little as £1 and access it any time you need to. We use technology to keep costs down, which we pass onto customers through lower fees. In October 2017, Wealthify was backed with a significant strategic investment from insurance and pensions giant, Aviva, who have adopted Wealthify as their UK consumer investing solution on aviva.co.uk. With investing your capital is at risk.https://www.wealthify.com/

Cardiff, United Kingdom

Bristol, United Kingdom

My duties covered multiple brands for the Lloyds Banking Group including, Halifax, Bank of Scotland and Lloyds Bank:• Manage the development and delivery of allocated campaign plans (across the full media mix and channel range) to deliver business and brand objectives.• Delivery of allocated campaigns on time, accurately and within budget.• Support the continual refinement of media plans for allocated campaigns to ensure the best possible results. Continually develop campaigns within remit through the development and execution of detailed test plans. • Work closely with Customer Effectiveness to appraise the performance of activity undertaken. Identify and implement changes to drive up performance.• Work closely with the Customer Insights team to maintain a comprehensive market / consumer knowledge, and ensure all communications are grounded in genuine customer insight• Manage the relationship with third party agencies and suppliers to deliver cost effective, on brand / brief direct marketing to agreed brand and business objectives. Manage the creation of clear and directive creative briefs and brief external agencies as required for all customer communications including direct marketing• Manage campaign budgets to deliver campaigns within budget and take steps to improve cost efficiency• Develop and maintain detailed brand and product knowledge within self and the team, to facilitate strict adherence to regulatory policy• Implement agreed processes to ensure that all communications developed are compliant with the relevant codes and regulations

Cardiff, United Kingdom

1. Responsible for making decisions on high arrears cases in relation to legal proceedings and repossessions. 2. Worked alongside solicitors and other various external companies in order to achieve business results. 3. Liaising with customers to secure the best possible outcome to recover arrears whilst ensuring to treat each customer fairly. 4. Taking credit/debit card payments over the phone. 5.Negotiated repayment plans for those customers going through financial difficulty.6.Responding to customer and third party correspondence (Debt Management Agencies / Solicitors) in a timely manner taking in to account the tone of voice and branding for Blackhorse Finance. This included written and verbal complaints. 7.Completed court documentation and witness statements to secure a repossession order and attending court cases where necessary.

Cardiff, United Kingdom

• Managing the daily internal communications for call centre staff • Ensuring internal displays were updated efficiently and in a timely manner • Arrange and assist with staff training and development • Assist with the daily scheduling by taking on the role of an Operations Assistant to ensure call centre staff were managed efficiently to minimise call losses at peak periods.

Cardiff, United Kingdom

• Support the compliance area with monitoring and controlling operational risk activity• Implementing and embedding operational risk management processes by carrying out relevant evaluations, assessments and workshops• Reviewing the effectiveness of controls and processes in place • Making recommendations for improvement to mitigate risk• Development and delivery of Operational Loss training• Dealing with reporting & budgeting • Communicating with staff at all levels, including senior management and director level

Cardiff, United Kingdom

• Managing a Retail Input Team of 12 people in the New Business area• Allocating tasks to team members on a daily basis• Monitoring call volumes, grade of service and abandon rates regularly• Ensuring resources available to complete agreements in a timely and responsible fashion• Conducting monthly one to one meetings and quarterly appraisals with my team • Giving constructive criticism and praise where necessary• Administration tasks such as creating rotas, dealing with holiday requests, ensuring adequate cover for sickness and completion of HR paperwork

Cardiff

• Negotiating terms and solutions with customers whose motor accounts have fallen into arrears• Dealing with repossession of motor vehicles if resolution is not possible• Identifying fraudulent activity and acting appropriately• Respond to mail received within the department• Dealing with solicitors and debt management agencies on a regular basis• Completed a three month secondment on the Mail Team which involved sorting and allocating incoming mail, responding to mail and working closely with other departments to ensure correspondence levels were maintained

Cardiff

Advising & serving customers.Processing payments.Managing shift changes with staff on the shop floorAssisting customers in order to help them find what they need.Ensuring stock levels are well maintained.Promoting store cards or special offers.Providing customers with information on pricing and product availability.Arranging window displays.Handling customer complaints or handing customers on to management.Cashing up at the end of the day ensuring the store is secured when leaving.