Kyle Doherty Email & Phone Number

Birmingham, England, United Kingdom

Birmingham, England, United Kingdom

• Responsibilities include:
• Working as part of the FOC Payments team, specifically targeting over £13mil of unallocated direct debit payments across the range of Interserve’s legal entities; working together as part of a small team to ensure that.
• Reconciling accounts and building up payment histories for high-value suppliers as part of a vast, business-wide ledger cleansing exercise; applying corrections for mismatched payments and invoices, investigating.
• Building and maintaining key working relationships, helping to foster a culture of continuous improvement.
• Administrating Interserve’s Expensys system; clearing expense claims for payment in line with the T&E policy, setting up first-time user accounts and updating existing ones as well as dealing with T&E related queries.
• Writing and refining procedures for the various processes related to Direct Debits, which aids in in the training of new starters in all aspects of the role; daily generation of figures such as monthly allocations of.

Birmingham, England, United Kingdom

• Working as part of the settlements team; validating and authorising CREST trades across multiple queues (FX and non-FX) that are passed over from the Dealers; ensuring that trade details, commission and FX rates have.
• Responsible for ensuring that all CREST trades match up within agreed trade and settlement dates; raising unmatched trades with counterparties and resolving issues that prevent trades from matching up, either by.
• Monitoring and actioning a number of daily monitors that ensure security delivery is updated and accurately reflected in a timely manner; raising priorities on trades for both institutional clients and sponsored member.
• Daily reporting on all outstanding CREST transactions to the relevant departments; ensuring that all trades are executed and updated before daily cut-offs, and that the reports that are sent out at the EOD reflect this.

Birmingham, United Kingdom

• Responsible for transferring portfolios for high-net-worth individuals; ensuring that the process of moving their assets from one provider to another is done as smoothly and efficiently as possible.
• Building a rapport with both corporate clients and external providers; ensuring solid working relationships are formed and maintained, which aids in the acquisition of new business opportunities.
• Processing trades of client securities through various means; electronically through CREST, re-registering unit trusts with in-house custodians as well as directly with various fund managers, ensuring international.
• Keeping an awareness of market movements as well as changes in compliance when dealing with different securities; ensuring information received from external providers is accurate, which aids in correct calculations of.
• Ensuring all trades are processed efficiently and are monitored daily for settlement, as well as chasing external providers when agreed dates are breached, or problems are faced with transferring the stock.

Birmingham, United Kingdom

• Responsibilities included:
• Working as part of the newly formed Commissions team, dealing with customer complaints regarding the amount of commission taken over 50% on PPI policies sold by HFC, John Lewis and their associated partnership brands.
• Assisting in streamlining the new commissions process; writing and refining the procedures, making them as efficient and user-friendly as possible.
• Working primarily within the final response team, collating information and data processed by other colleagues into final resolution letters, which outlined to our customers the bank's final response and decision.
• Working to strict deadlines; ensuring that each and every complaint dealt with is done so with a level of efficiency and is in-line with FCA guidelines ensuring that no complaint breaches SLA; in addition to this, I.
• Ensuring constant due diligence, both for the protection of the bank and our customers; making sure that we know whom we are dealing through a number of associated checks that are performed at every stage of the process.

Birmingham, United Kingdom

• Responsibilities included:
• Working as part of a large, inbound telephony team that dealt with customer enquiries (35+ calls a day) regarding VISA debit card transactions and processing chargeback disputes through VISA should the customer enquiry.
• Taking an analytical approach to the varied number of dispute types, drawing from my own working knowledge to ensure a fair outcome was given to the customer while investigating their concerns; identifying whether the.
• Dealing with any general banking complaints in a fair and consistent manner, ensuring that complaints were closed with a fair outcome for the customer at the first point of contact (if applicable) and that customers.
• As a Subject Matter Expert on complaints, I assisted colleagues where needed with any concerns or problems they may have faced when dealing with complaints, both with systems and standing in as a senior colleague if a.

Birmingham, United Kingdom

• Responsibilities included:
• Working as part of a pre-complaint research team, ensuring the timely delivery of thorough and accurate data reports (20+ a day) which was used to decide the outcome of mis-sold AVA claims.
• Ensuring accuracy when investigating customer accounts; logging all key changes in customer AVA’s over a period of fifteen years (if applicable) while prioritising workloads to ensure no SLA's were breached.
• Verifying the identities of claimants by the verification of signatures, as well as the cross-checking of sensitive documentation (marriage and death certificates) and AVA insurance policies.
• Processing BACs reports; ensuring both retail and commercial customer credit profiles & direct debit information was up to date and accurate; processing upwards of 140+ cases a day using TSB's in-house green screen.