Peter Raff Email & Phone Number

Burbank, California, United States

• Achieved all training and competency expectations several weeks ahead of schedule.• During basic training period was able to demonstrate knowledge and proficiency in closing loans remotely with customers and educating them on optional insurance products to meet their needs and goals.• Meeting new money lending targets while studying for and obtaining the California Life and Health Insurance License.• Collecting on delinquent accounts through showing empathy towards customer’s hardships and on occasion offering additional borrowers assistance where necessary.

Halstead, England, United Kingdom

Duties include:Supervise food and bar service.Arranging and supervising functions, including Christmas party bookings.General hotel management, including checking in/out, finance reconciliation and guest relations.Maintaining the health, hygiene and safety of the pub, hotel and kitchen.Improving guest relations and leading the team to improve our Reputation score by actively promoting events through social media and encouraging the team to ask for positive reviews through Google, Facebook and Trip Advisor.Acting as Duty Manager and taking sole responsibility for the business’ P&L, health and safety, cash management and customer experience.

Norwich, England, United Kingdom

Providing personal loans to customers, ensuring that strict policies and procedures are adhered to.Manually underwriting loan applications.Handling collections enquiries.Dealing with complaints.General administrative tasks.

Norwich, United Kingdom

• Supporting the manager in leading a team of bank assistants, across multiple locations, to maximise growth within the branch and associated satellites stores.• Manage the relationship with the retail teams, motivating them to achieve their referral KPI’s whilst also providing training and coaching to the managers and frontline.• Being an Authorised Signatory, which means having expert knowledge of Financial Crime Risk, AML and Sanctions in order to make quick risk-based decisions. Auditing account opening, transactions and completing regular risk checks.• Being responsible for fully understanding changes and delivering those changes within the team.• Coaching and developing a team of bank assistants in line with the training and competency scheme, ensuring that the spirit of personal development was always upheld. Monitoring this through regular supervisor meetings with the wider management team.

Ipswich, Nottingham, Peterborough & Tamworth

Remotely line managing a team of six over four sites to provide excellent customer service and engage with their retail stakeholders.Work closely with senior store management teams to assist them in engaging frontline staff on promoting M&S Bank products and services.Participate in regional meetings with Senior Network Management to share best practice and ensure the bank’s goals are being met.Delivering training to new and existing colleagues on changes to process and to ensure high levels of competency.Open two new Satellite stores and ensure high levels of engagement across the site, through rigorous training and engagement with retail stakeholders.Working closely with transformation team to roll out new digital platform across satellites and branches across the region.

Norwich, England, United Kingdom

Delivering high levels of customer service and ensuring that customer’s needs were met in an appropriate manner.Cash management responsibilities including self-service machines and bulk cash.Ensuring all administrative tasks were completed in a timely manner.Leading the branch team in charity events to raise money for the Bank’s charity of the year and other local charities and good causes.Working with colleagues across a range of business areas to organise sports and social events within the East Anglia region.Working with demanding KPIs and targets, including, customer needs, compliance and customer experience.

Norwich, England, United Kingdom

Handling enquiries from the public over the phone and via email regarding housing, repairs, anti-social behaviour, waste and environmental health.Encouraging callers to take part in local initiatives such as “Switch & Save”.

Norwich, England, United Kingdom

Delivering high levels of customer service always and ensuring that customer’s needs are met in an appropriate manner.Cash management responsibilities including self service machines and bulk cash.Ensuring all administrative tasks were completed in a timely manner.Working with demanding KPIs and targets, including customer needs, compliance and customer experience.Working with colleagues across the business to organise sports and social events within the East Anglia region.

Norwich, England, United Kingdom

Setting up customer’s home, car, travel, van and personal accident policies whilst cross-selling additional products such as such breakdown cover and legal protection.Working with demanding KPIs and targets, including sales, compliance and customer experience.*This role changed from advised to non-advised sales about half way through.

Level 4 Diploma, Retail Banking Conduct Of Business, Merit

The Diploma in Retail Banking Conduct of Business extends on the learning in CertRBCB® and provides the key management and leadership.

Level 3 Certificate, Retail Banking Conduct Of Business, Merit / Distinction

Aimed at customer-facing staff, the Certificate in Retail Banking Conduct of Business is a highly relevant qualification for anyone.