Mike Rees Email & Phone Number

Fareham, England, United Kingdom

Hampshire, England, United Kingdom

• Working on the JETS Programme helping people who have been unable to find work due to the Covid – 19 Pandemic.
• Meeting and exceeding KPI’s
• Actively manage a portfolio of clients of varying abilities and apply appropriate strategies to help them back into work
• Produce SMART Action Plans to help clients achieve their end goals of returning to work
• Provide a support from creating a CV and Cover Letter to helping with Job Applications through to providing support for Job Interviews by mock interviews and completing STARL training.
• Arrange appropriate training with the relevant team

Fareham - London Portfolio

• Worked at HSBC as a Premier Service Manager managing a portfolio worth in excess of £20million servicing high net worth individuals’ financial needs.
• Managed a substantial portfolio of high net worth “Premier” Customers, understanding their financial needs and arranging for those needs to be met.
• Established strong relationships with customers across a significant high value portfolio by understanding individual customer needs, displaying knowledge and confidence about the products on offer and being passionate.
• Grew individual portfolio by £8.7m (9%) in the first full year, exceeding targets and KPI’s
• Managed and planned an effective a contact strategy prioritising which clients to contact to grow portfolio size and net worth by promoting HSBC products and services
• Team mentor and trainer. Took the initiative in training new members of staff on both the systems as well as coaching them on Sales techniques to improve efficiency and profitability.

Fareham

• Worked in a technical role analysing data from reports to investigate specific behaviours in customer accounts across various banking areas.
• Responsible for the production, collation, analysis, and dissemination of MI exemption reports. Using the reports to analyse overdrawn accounts and investigating why they are overdrawn, recommending appropriate actions.
• Created various MI and BI reports to ensure efficient management of Credit and Reconciliation accounts across the HSBC portfolio. These included creations of bespoke reports using a range of different software.
• Conducted regular audits of accounts, balancing and reconciling records. checking processes have been actioned correctly and liaising with areas of the business for further explanations
• Reviewing customer requests to withdraw/transfer funds; assessing the customer’s portfolio and making the decision on whether to approve the withdrawn/transfer of funds and managing customer and colleagues’.
• Represented the department at various meetings and working groups including product and policy development.

Southampton

• While Branch Manager was responsible for the management and administration of high street branches of Lloyds Bank including all day to day line management and support to numerous staff and branch administration.
• Developed a range of operational solutions for branches to help offer the best customer service possible reflecting customer demands and social trends
• Experience in meeting KPI’s and targets including managing staff to achieve personal targets
• Adept at using various reports to analyse data to ensure efficient performance of staff and branches leading to increased productivity and profitability for the organisation.
• Management of Financial Conduct Authority testing processes.
• Conducts regular audits, balancing and reconciling against, ensuring records are accurate and up to date for Quality and Finance Departments

Ro1, (R01) Financial Services, Regulation And Ethics

Education record