• Responsible for management accounts for 5 sites across the business with a minimum of 2 divisions per site• Perform monthly budget & prediction variance analysis • Prepare board papers with commentary• Work closely with regional managers for South West & Midlands• Create new reports and improve existing reports

• Responsible for a team of 6 who provide administrative & sales support to a field based individual protection sales team of 12 • Redesign the structure and processes within the team and review regularly• Handling demands of various stakeholders including national sales managers• Create a culture of taking ownership by process design and own behaviours• Developing and maintaining relationships across departments • Develop new processes to support and log national sales events• Maintain CRM tool and develop new reports for use by sales managers and individual team members• Apply excel skills to regularly create reports and compare sales data – including formula and pivot table use

Assist with project team developing a new retirement proposition and business unit. Involved with:- Requirements gathering- Process design- Communications review- Third party work orders & invoices

Ensuring that administration duties are completed within agreed service levels whilst maintaining 5 star service standards. Organising both my own and the team's changing work priorities throughout the day.

Assisting the team manager with the daily running of the team. Provide the team with a sound product and process knowledge in order to provide smooth administration and excellent customer service.

Preparing customer fact finds, recommendations and suitability letters in order to advise customers on mortgages and related protection products, meeting sales targets and contributing to the branch management team. Previous roles within the bank include cashier, customer services associate and lending specialist.

(I worked here for three summers whilst studying at University)Meeting customers' needs and developing communication skills with customers from all over the world. Take control of stock rotation and shop presentation.