As a Financial Solution Advisor, my core responsibilities include supporting customers by reviewing their income and expenditure at a detailed level, allowing me to tailor bespoke plans to suit individual customer needs and goals. I also delivered a number of key projects for the organisation, supporting significant management structure transformation, primarily aimed at generating efficiency and team performance improvement.

Responsibilities & Achievements:Retail Banking / Customer SalesCustomer Satisfaction - Demonstrated the ability to gain customers trust and provide exceptional service; directly leading to the increase and repeat referral of businessRetail Banking Expertise - Developed expertise in resolving escalated customer service issues.Project Management / DeliveryRemote Advice Project - Lead and implemented a project to introduce video conference type facilities between customers and… Show more Responsibilities & Achievements:Retail Banking / Customer SalesCustomer Satisfaction - Demonstrated the ability to gain customers trust and provide exceptional service; directly leading to the increase and repeat referral of businessRetail Banking Expertise - Developed expertise in resolving escalated customer service issues.Project Management / DeliveryRemote Advice Project - Lead and implemented a project to introduce video conference type facilities between customers and branch managers to allow for remote engagement services to be introduced to our branches.Data Analysis and Customer Engagement Schemes - I led a data gathering based project which analysed customers preferred methods of interaction with our banking staff and used the outputs to make recommendations to management for changes in both our people and process standards.People ManagementMentoring - I am very passionate about supporting colleagues and managing the career development of my team, managing 1-2-1 and career development sessions, seeing my format adopted by local teams, due to their effectivenessStaff Satisfaction Surveying - Implementing data which leveraged some key measurement points related to colleague satisfaction. Using this data, I proactively monitored and analysed trends in this information, leading me making recommendations to branch leadership to address concerns raised and build on recognised team strengths. This led to greater average job satisfaction and colleague effectiveness in the workplace.Manager Responsibilities - I have consistently demonstrated a great aptitude for leading, managing and developing a team of colleagues to deliver the highest level of customer service. I regularly plan motivational and team building sessions, including morning “fire-up” sessions, team building activities and sales / communication training sessions, driving the improvement of staff sales ability / confidence in customer engagement. Show less

Working in customer sales gave me experience on the tills, money management and experience in maintaining retails sites. I have an acute attention to cleanliness when working. At Homebase, I frequently assembled new furniture and organise the showroom displays and fixtures with the latest products. This was always done with attention to detail and fulfilling the brief of our company’s management team. The cleaning and removal of damaged products or spillages on site in a quick and safe manner… Show more Working in customer sales gave me experience on the tills, money management and experience in maintaining retails sites. I have an acute attention to cleanliness when working. At Homebase, I frequently assembled new furniture and organise the showroom displays and fixtures with the latest products. This was always done with attention to detail and fulfilling the brief of our company’s management team. The cleaning and removal of damaged products or spillages on site in a quick and safe manner was an important part of my role there. This was done through regular checks and immediately reporting faults and damages. I would regularly use the site forklift truck to safely transport heavy objects across the warehouse. Show less