Leading & managing a team of mortgage advisors both in an office & remotely. Manage the team against set KPI's, KQI's & behaviours whilst carrying out all the normal line manager responsibilities. Responsible for sales performance, all aspects of compliance including observations & onboarding of new to industry advisors, managing the team, performance management, reviews, coaching & developing the team to meet objectives.

Proactively generating my own leads as well as coaching my branch team for referrals I am able to give financial advice to customers. As well as generating my own leads I am responsible for writing my own reports in full, keep up to date with industry and company specific changes, the products, managing my own diary, deepening existing relationships and am able to offer remote advice at whatever time suits the customer.

First managing a branch and successfully changing it from a risk critical and under performing branch to gaining 88% in our risk assessment, increasing commercial output by more than 100% and coming first and second respectively in two separate UK-wide promotional campaigns. Offering excellent customer service is my top priority and this is reflected by being the only branch nationwide to achieve a 100% customer satisfaction consistently for over three years.Then moved onto a larger… Show more First managing a branch and successfully changing it from a risk critical and under performing branch to gaining 88% in our risk assessment, increasing commercial output by more than 100% and coming first and second respectively in two separate UK-wide promotional campaigns. Offering excellent customer service is my top priority and this is reflected by being the only branch nationwide to achieve a 100% customer satisfaction consistently for over three years.Then moved onto a larger branch managing a bigger team & have successfully gained a diploma in Leadership & Management. Again turned the branch around from underperforming to one of the highest performers in the region. Show less

Successfully building and maintaining relationships with clients and key personnel within the higher education sector & local community. By the end of my time in this role the key relationship was at an all time high. Introduced the sales team to opportunities for further sales within key clients. Organised many events to bring together different stakeholders & got heavily involved in fundraising for local charities, maximising the amount raised & matched by Santander each year continuously.

Graduate scheme whereby I gained a wealth of experience in busy retail branches covering the Service and Control Manager role as well as the Personal Banking Advisor role. I also gained experience within HR and recruitment including conducting 1:1 interviews, assessing presentations and group exercises. During the course of the scheme I also undertook a research project on consistency of service offered across the South West division and presented it to the senior management team.

Working in market research with ECORYS whilst studying for my dual honours degree. I was in telesales and was the top performer by a considerable distance for the duration of my time there. Business to business sales as well as general public. Cold calling and warm leads. Many dealings with senior executives in companies all over the UK, occasionally mainland Europe.