Marcus Knee Email & Phone Number

Cardiff, United Kingdom

Milton Keynes, United Kingdom

 Developed and delivered monthly conduct risk dashboards to Financial Planning and Retail Contact Centre channels employing Excel templates (incl. VBA and macros), Access databases and Tableau to report from multiple data sources. Presented conduct risk report findings to senior stakeholders at monthly management forums. Scoped and launched new conduct risk reporting for Private Banking channel, and maintained supporting procedural documentation. Overhauled conduct risk reporting for ‘123’ current account sales using SAS Enterprise Guide. Designed and introduced customer risk profile reporting into Financial Planning conduct risk reports.

Milton Keynes, United Kingdom

 Managed delivery of quarterly reward schemes for Branch Network colleagues within budget. Designed and delivered Excel based bonus statements for c.10,000 employees participating in the reward schemes. Monitored scheme performance and trends, identifying potential risk areas. Reviewed colleague appeals with senior management and made recommendations for appropriate outcomes. Line managed team member.

Milton Keynes, United Kingdom

 Designed and delivered daily and weekly management information to support Branch Sales Campaigns. Acted as first point of contact and support on campaign MI. Improved accuracy and timeliness of Bancassurance Incentive Scheme modelling.

Milton Keynes, United Kingdom

 Developed and delivered cost forecasting models for the Telephone Distribution incentive schemes, utilising Excel. Analysed scheme performance and data trends, making recommendations for adjustments to schemes and future scheme designs, with a focus on driving appropriate behaviours. Provided coaching and advice to sales colleagues, business managers, and management information partners on incentive scheme rules Managed the resolution of colleague appeals.

Milton Keynes, United Kingdom

 Designed, delivered and maintained a range of Business Objects and PeopleSoft Query reports for the Regulatory Compliance department. Completed development of sickness absence metrics and reporting in close partnership with IT project manager. Improved efficiency of the Access database used within this project. Promoted the new reports to a live environment meeting project timescales.

Milton Keynes, United Kingdom

 Delivered monthly performance reporting to recruitment managers on a timely and accurate basis. Reviewed published results with managers. Provided guidance on performance trends and data quality issues.

Milton Keynes, United Kingdom