Mark Telfer Email and Phone Number

Brexit Contingency Project: Legal Entity, Cross Border Mergers, Client Analysis, Documentation & Service Migrations.

Delivering Corporate & Commercial (SME) LIBOR/EURIBOR, Currency Treasury Lending Products. Group Treasury Nostro/Vostro ledger transactions, remediation and accounting. Managing customer orientation of bespoke financial lending, interest amortization and service provision. Ensuring compliance of service/processes to regulatory standards. Risk management analysis and reporting. Financial taxation expertise. Problem Solving projects, planning, testing and implementation. Business… Show more Delivering Corporate & Commercial (SME) LIBOR/EURIBOR, Currency Treasury Lending Products. Group Treasury Nostro/Vostro ledger transactions, remediation and accounting. Managing customer orientation of bespoke financial lending, interest amortization and service provision. Ensuring compliance of service/processes to regulatory standards. Risk management analysis and reporting. Financial taxation expertise. Problem Solving projects, planning, testing and implementation. Business Development Support for colleagues and stakeholders. Complaint investigation and resolution. Show less

Develop and deliver management reporting and interrogate accounting databases to provide workflow demands for effective capacity application. Support the Processing Team Managers and present business status, progress and planning reporting for Senior Management. Work in partnership with key stakeholders to ensure delivery of key objectives. Mentor and develop peer group to develop skills matrix, task coverage and reduce key person dependencies. Provision of customer taxation information.… Show more Develop and deliver management reporting and interrogate accounting databases to provide workflow demands for effective capacity application. Support the Processing Team Managers and present business status, progress and planning reporting for Senior Management. Work in partnership with key stakeholders to ensure delivery of key objectives. Mentor and develop peer group to develop skills matrix, task coverage and reduce key person dependencies. Provision of customer taxation information. Monitor Sanction Countries to ensure business legal adherence. Budget management responsibility. Protect Bank’s risk to exposure. Show less

Operate in partnership with external consultancy group to deliver management information. Design, test and deliver new management reporting tools. Provide ongoing support to management reporting. Produce analysis guiding resource application against ranked objectives. Provide analysis of Bank, Treasury & Customer account reconciliation. Illustrate department performance, progress improvements against key objectives. Provide support to the training team and development of department… Show more Operate in partnership with external consultancy group to deliver management information. Design, test and deliver new management reporting tools. Provide ongoing support to management reporting. Produce analysis guiding resource application against ranked objectives. Provide analysis of Bank, Treasury & Customer account reconciliation. Illustrate department performance, progress improvements against key objectives. Provide support to the training team and development of department training website. Support key stakeholders preparation for meetings with FSA. Support the achievement of targeted investigation volumes as agreed with FSA. Show less

Manage a team and department of 65 FTE staff within the Operational area and across Divisional Group projects. Plan and manage colleague’s personal and business development to ensure effective and efficient resource application, building resilience for tasks and promote progression through the business. Responsible for delivery of project support across Intelligent Finance, Bank of Scotland and TBM Group Divisions. Managing relationships internally/externally and with business stakeholders… Show more Manage a team and department of 65 FTE staff within the Operational area and across Divisional Group projects. Plan and manage colleague’s personal and business development to ensure effective and efficient resource application, building resilience for tasks and promote progression through the business. Responsible for delivery of project support across Intelligent Finance, Bank of Scotland and TBM Group Divisions. Managing relationships internally/externally and with business stakeholders. standards are maintained and business is maximised. Maintain a working knowledge of all statutory, regulatory and compliance matters that affect the business and that team members adhere to practices within these guidelines. Undertake projects, conduct research, analyse data, compile reports and make recommendations. Provision of excellent customer service and maintain effective communication throughout immediate team and across the business. Show less

Plan and co-ordinate the activities of the team’s performance to achieve maximum contribution to the branch performance, whilst operating within the required risk and cost management environment. Effective record in the achievement of sales results and high levels of customer service. Identify sales and service opportunities, generating ideas for new sales and service standards and develop into concepts. Established a good understanding of the organisation’s operating environment and… Show more Plan and co-ordinate the activities of the team’s performance to achieve maximum contribution to the branch performance, whilst operating within the required risk and cost management environment. Effective record in the achievement of sales results and high levels of customer service. Identify sales and service opportunities, generating ideas for new sales and service standards and develop into concepts. Established a good understanding of the organisation’s operating environment and relationships across the distribution channels. Effective planning, organisation, time management and communication skills, together with an in-depth knowledge of group products, procedures, processes and working patterns. Undertake in-depth research of markets, competitors’ products and services to guide branch developments; communicate results and implications through written documents and presentations. Specify market or customer data requirements to aid decision making – analyse data and present results. Liaise with internal departments to identify areas for development in terms of processes and business relationships. Show less

Campaign manager for customer retention programmes, compiling of databases on existing Tessa accounts and instigated a nationwide customer contact programme for interviews. Consistently in the top ten sales staff for the network. Selling of products, interviewing customers, dealing with administration of customer accounts, generation of investment appointments, banking, cash handling, branch postal administration, balancing of branch and complaint handling.

Provision of personal, business vehicle / building Insurance quotations, cover and claims.Dunfermline Building Society Agent, customer service.

Short term contract between two study years. Auditing of college's 1993 attendance records to provide return for Scottish Government to support finances for 1994 term.

Joined from school. Insurance personal and business insurance quotations, cover, renewals and claims support. Estate Agent facilitating property viewings. Alliance & Leicester Building Society agency customer service. Left for further education studies.