Mitchell Roberts Email & Phone Number

United Kingdom

United Kingdom

Banbury/Bloxham

• Acting as the primary day to day point of contact to support and work with the Relationship Manager in maximising client life and satisfaction by managing client relationships in accordance with Aldermore Invoice.
• To work collaboratively with my colleagues within Sales, Risk and Operations to ensure effective delivery of client service throughout the life time of the client and ensuring TCF principles are… Show more Acting as.
• To work collaboratively with my colleagues within Sales, Risk and Operations to ensure effective delivery of client service throughout the life time of the client and ensuring TCF principles are adhered to.
• To support and work with the Relationship Manager to identify opportunities to add value to client relationships both from the client’s and Aldermore Group’s perspective ensuring pricing reflects client risk and.
• To support and work with the Relationship Manager to minimise / avoid bad debts by working in partnership with Risk to apply AIF’s risk policy rigorously and appropriately ensuring potential client risk issue are.
• To ensure that I adhere to and consistently apply Aldermore Group’s policies and procedures. Show less

Banbury/Bloxham

• To ensure cash received is posted and recorded accurately on the ledger.
• To ensure the balancing is completed accurately on a daily basis in line with set deadlines and reconciled to the total company summary.
• To ensure the payments are all completed accurately and submitted to cash operations within set deadlines.
• To assist assistant relationships managers with the input of schedules on to the system.
• Build relationships with clients and communicate with them when needing… Show more
• Build relationships with clients and communicate with them when needing any paperwork to help with cash allocations. Show less

Oxford, United Kingdom

Conducting full Financial Reviews in aim to identify potential areas of a customers finance in which we can help them save, make money, and make a positive impact on their life, whilst continuously making sure that what I do is right for the customer. The role also involves a lot of coaching and helping individuals to improve their skills, knowledge and.

Oxford, United Kingdom

Seeing customers and helping them make financial decisions on products such as current accounts, credit cards, savings, insurance, loans and mortgages.