Peter Blatchly Email & Phone Number

Bexhill-on-Sea, England, United Kingdom

East Sussex, England, United Kingdom

• Barclays Sales Finance Relationship Manager.
• Developing and maintaining strong relationships with key decision makers and Directors within a portfolio of Business Banking and Corporate Clients with Factoring and Invoice Discounting facilities. Facility size.
• Monitoring and controlling the portfolio risk on a day-to-day basis
• Developing and maintaining strong relationships with Credit, Risk, branch-based Corporate Directors ensuring a partnership approach coupled with the ongoing provision of excellent customer service
• Organizing and playing a key role in customer meetings to discuss business and funding matters with key individuals and Directors, including business updates and strategy, financials, Bank concerns and proposals
• Preparing comprehensive customer credit applications including information covering the risks attached to the sales ledger, financial performance, audit results, operational performance, and industry

Hastings, England, United Kingdom

• Barclays Sales Financing Large Corporate Invoice Discounting Team Leader.
• Managed a team of 10 Administrators who were operationally responsible for overseeing the day-to-day operation of Invoice Discounting facilities for Large Corporate clients. Facility size would eb over £5m
• Developed new ideas of workflow management to achieve above SQA results
• Achieved SQA results of 99.5% against target of 97% for 6 months to June 04
• Established format of Team meetings to have greater emphasis on team’s personal development
• Analysed and instigated new bespoke procedures for our largest customer with a facility in excess of £200m

Hastings, England, United Kingdom

• Established close working relationships with all teams within the Larger Business sector
• Introduced improvements in service and process to new and existing customers
• Created databases for tracking of pending and ongoing performance of existing facilities
• Provided training and support to embed any non-standard processes
• Undertook several customer visits with colleagues from Sales and Customer Services, to ensure smooth operational process

Hastings, England, United Kingdom

• Managed portfolio of 40-50 Invoice Discounting customers having had only 4 weeks training
• Maintain high level of control to prevent fraud and loss of funds to Sales Finance
• Reconciliation of Trust Accounts and Customer Ledgers
• Coaching and advising Customers of Month End Reconciliation process

Eastbourne, England, United Kingdom

• Secondment as acting Premier Banking Account Manager.
• Finished 5th out of 42 of my peers in National Sales League – qualifying for incentive
• Achieved growth in income from the client portfolio.
• Balance sales, customer service and risk within the portfolio.
• Deliver high level of client satisfaction.
• Developed and maintained effective relationships with many key business introducers

Eastbourne, England, United Kingdom

• Barclays Premier Banking Account Executive:
• Support Premier Account Manager with all aspects of portfolio management.
• Technical expert for all aspects of the mortgage process.
• Achieved sales and recruitment targets by over 10% in each of the 3 years
• Provide high level of client satisfaction.
• Developed and maintained strong relationships with other departments within the Bank.

Eastbourne, England, United Kingdom

• Meeting customer needs through personal product range.
• Consistently exceeded all sales targets.
• Organising and facilitating of telesales evenings.
• Maintenance of branch sales records
• Instigated system of sampling to ensure Branch adherence to Head Office Instructions

Eastbourne, England, United Kingdom

• Upon customer instruction buying and selling of listed stocks and shares.
• Liaison with the personal representatives of deceased customers of the Bank as per the instructions provided in the customers will
• Preparation and executing of security taken as part of a lending proposition.
• Completion of paperwork for international payments.
• Management of the Branch Securities provision – Safe keeping of Share Certificates, Wills, Deeds etc. Put in place in a new process whereby customers would give 24 hours’ notice if they wished to remove any item from.

Eastbourne, England, United Kingdom

• Preparation of refer lists for decisions by the Personal Lending Officers as to whether to pay or return items when accounts were in excess of agreed limits
• Front line responder to telephone queries from customers
• Initial review of Personal Lending requests – Loans/overdrafts and then provision of legal agreements for facilities agreed or advising customers of declined decisions
• Set up a personal lending desk in the Banking Hall to specifically provide customers and staff with face-to-face advice on our range of Lending products and answer any specialized queries. This increased lending.

Bexhill-on-Sea, England, United Kingdom

• Variety of roles undertaken including telephony, cashiering, data input and standing order/Direct Debit clerk
• Consistently met accuracy targets for the balancing of my till and data input
• Put in place a new revised filing process for Standing Order and Direct Debit mandates which saved over 4 hours per week

Bexhill-on-Sea, England, United Kingdom

• Check out assistant
• Shelf stacking
• Reductions to Grocery products due to damage or proximity to sell by date

A - Levels

Education record