Societe Generale Kleinwort Hambros, is part of the SGPB network based in the UK, Channel Islands and Gibraltar and offers wealth management solutions to high net worth individuals. •Integral part of a highly successful regional office for one of Europe's most prestigious award winning private banks. •Support Senior Bankers / Directors in developing, managing and maintaining client relationships with high net worth individuals. Actively assist in developing client relationships to their full potential.•Responsible for dealing with any number of day-to-day banking matters, including but not limited to, credit applications, client banking queries, FX deals, asset transfers, new account processing and payments.• Coordinate, promote and organise client and intermediary events.• Ensure adherence to the latest risk and anti-money laundering guidelines▪ Identified and implemented business improvement ideas.

NatWest Stockbrokers is an execution only brokerage allowing clients to manage their own share and investment portfolios either on-line, by telephone or via the market leading mobile apps.• Managed the strategy and development of the stockbroking business for a network of over 150 NatWest branches and 70 Private Banking Managers in the North of England. • Provided introducers with the knowledge and confidence to deliver a first class service to clients who own shares or plan to invest in shares. • Influenced and negotiated with senior stakeholders to raise the awareness of the stockbroking proposition.• Proven ability to deliver results evidenced by driving region from bottom place in the UK to the top quartile within the first 12 months, then maintaining the position.• Showed initiative and creativity by identifying and developing process improvement ideas for areas including; business efficiency, client experience and direct marketing.

In 2010 the RBS Group undertook one of the UK's largest retail banking transformation programmes in history aimed at increasing business efficiency and improving the client experience. ▪ The role was to implement the change programme within a number of NatWest branches.▪ Coordinated structured 4 / 5 week roll out programmes to tight schedules.▪ Observed and coached a series of initiatives designed to improve performance management.▪ Achieved 'green' ratings in all implementations highlighting the ability to influence, embed and sustain change.

The role involved conducting financial reviews with personal and private banking customers seeking to save money on their borrowing, make money on their savings or provide protection solutions for them and their families.▪ Consistently achieved top quartile performance by exceeding bank benchmarks across the Balanced Business Scorecard.

Telephony based role dealing with incoming calls centred around charge complaints and lending related queries. The aim of the role was to assess customer needs and when suitable offer lending facilities to assist in either restructuring existing debt or to provide the means for customers to finance purchases.• By helping a significant number of customers on a consistent basis, was able to be in the top quartile of sales performances. • Identified a number of inefficiencies within the call centre and researched, wrote and presented a quantitative analysis study. Recognition was made by winning the continuous improvement award of the year.