Key Responsibility: Managing and co-ordinating the build and tracking of robust, challenging and achievable plans for Wealth and Personal Banking (WPB) UK. Primary focus on sales/trading activity to support revenue generation. Provide governance to ensure on-going monitoring, tracking and forecasts. Govern the WPB UK Balanced Scorecard (Customer, Colleague, Commercial and Control) providing Senior executives with monthly updates and actions to ensure performance objectives are achieved.

Key Responsibility: Develop Digital’s (Online & Mobile) Commercial agenda, then track and report performance against it to manage risks and opportunities. Optimise product trading outcomes from change, marketing and test and target inputs

Accountable for creating, gaining senior executive sign off and in-year management of the short and medium term channel trading plans. 21 product groups incorporating channel level change assumptions for the Branch Network, Telephony, Digital, Mortgage, Premier and Business Banking business units impacting 20,000 colleagues and c3m solutions/sales per annum

Accountable for the Digital and Telephony short and medium term trading plans ensuring alignment with the strategic change agenda and cost plans. Translation of the channel plans into site, function and individual colleague targets to maximise incentive budgets.

Accountable for the process of scoping and prioritising Strategic Investment (SI) fund bids of between £10m-£20m and enduring portfolio governance for over 80 concurrent initiatives. Regular insights provided on commercial benefits, cost, people, customer and the strategic drivers of the change.

Accountable for the assessment of internal and external change to ensure alignment with the Target Operating Model, development of the Medium Term Plan with the financial governance team and management of the Telephony strategic roadmap. Also the development and maintenance of the Telephony fact base covering performance, change agenda, core processes, revenue, FTE and operational cost.

Accountable for the development of solutions and designs to support business and performance objectives across the Branch Network, Telephony’s, Barclays Financial Management and Retail Network Operations.

Accountable for the delivery of the project life cycle to time, cost and quality. Implemented the Code of Mortgage Lending to the Bank’s mortgage sales force including the CeMAP qualification. Integrated the Network mortgage sales force into Barclays Financial Management.

Accountable for the delivery of projects against the framework of time, cost and quality to a high standard. Business Analyst/Implementation Manager – Worked on the Productivity Programme, identifying, prioritising and delivering enhancements to various sales processes and tools, including Customer System and mortgage sales/case tracking. Implementation Manager – Responsible for the recruitment and selection of staff for a new Network role, “sales coach”, which resulted in an uplift in… Show more Accountable for the delivery of projects against the framework of time, cost and quality to a high standard. Business Analyst/Implementation Manager – Worked on the Productivity Programme, identifying, prioritising and delivering enhancements to various sales processes and tools, including Customer System and mortgage sales/case tracking. Implementation Manager – Responsible for the recruitment and selection of staff for a new Network role, “sales coach”, which resulted in an uplift in performance and use of the standard sales process. HR Build Manager – Agreed, managed and delivered the HR components (role profile, recruitment, selection and training) for a specialist service function within the centralised telephony function. Stakeholder/Communications Manager – Identified and delivered improvements to the stakeholder management process within Retail Delivery Development, through a series of initiatives, which brought it closer to its customers Show less

Branch Manager 1995 - 1997Mortgage Advisor 1992 - 1995Other branch based sales and service roles in the Retail and Business Bank 1985 - 1992