Richard Samme Email & Phone Number

Petersfield, Gb

St. Helier, Jersey

Jersey, United Kingdom

Responsible for developing, planning and implementation of CRM strategies to support Jersey Finance's business plan and objectives. Ensuring CRM data is structured effectively to support targeted marketing and business development activities.Work closely with key stakeholders to ensure the CRM system is fit for purpose and works effectively for all areas of the organisation.Develop, analyse and report key metrics, trends and results to senior management.Work with agency partners and external technical suppliers to deliver Jersey Finance’s digital activities in an effective, efficient and secure manner.Develop and support projects to enhance Jersey Finance’s use of digital tools and CRM systems across the marketing and business development function. Measure and report performance of all digital marketing campaigns and assess against campaign objectives.

Jersey, United Kingdom

Support all functions across RBC WMI in the production of Management Information (MI), financial and sales reporting, to assist the business in driving performance, sales delivery, opportunity identification and pipeline management. Research existing RBC tools and leveraging opportunities to enhance the client experience through reporting and MI. Reconcile MI tools back to respective business level management accounts to assist in putting together Board Packs and Score Cards for Executive Committee members. Identify efficiencies which can be implemented within the current MI data process to improve data refresh intervals and reporting availability. CRM (Siebel) specialist, responsible for the management of RBCs Customer Relationship Management tool. Working with the business and IT to ensure that the system is fit for purpose and is optimally utilised.Responsible for managing the change process for updates within the CRM system to prevent bottlenecks and enhance process/system linkages by supporting key stakeholder to identify solutions to reporting gaps/changes. Responsible for writing change documentation, liaising with the IT Development Team, testing and communicating changes to CRM users.Analyse, document and recommended improvements to current business\data capture process which affects the quality of data being fed into MI Tools. Responsible for creating and updating CRM documentation, including CRM dictionary and user guides.Provide CRM user support, by being the point of contact within RBC. Investigate queries raised by Wealth Managers and provide face to face training for new starters and refresher training across Jersey, Guernsey and London.Data Steward, responsible for data cleansing within CRM tool, ensuring the data is accurate, up to date and complies with Data Protection policies.

Jersey, United Kingdom

MI Support. Report business performance to senior stakeholders through our existing Customer Relationship Management (CRM) tool (Salesforce.com). Creating and maintaining reports and dashboards within our CRM, as well as publishing bespoke reports/packs for Business Partners and use in leadership meetings.Analysing business performance across various metrics. Interrogating data, reviewing trends, produce forecasting and highlight both sales opportunities and risks to performance/business.Subject Matter Expert/Application Support - Salesforce

Jersey, United Kingdom

Providing MI support. Produce detailed and accurate weekly MI reports, to assist the business in tracking and achieving the annual revenue target.Reconciling volatile income and ensuring the correct profit centres are credited. Proactively helping the business by providing Relationship Managers/Managers with adhoc reports to identify sales opportunities, when currencies fluctuate, products mature, etc.Help Managers in the production of aids to monitor day to day needs.Forecast annual RM, team and franchise targets. Provide training and support to users of MI systems.

Jersey, United Kingdom

Manage the finance and MI for Channel Islands, reporting to the Director of International Personal & Premier.Cost Centre Manager for 5 Centres with budgets of over £5m per year. Responsible for forecasting, managing and analysing financial spending within the Personal & Premier Departments.Track performance of the business areas against agreed sales and financial targets and conduct adhoc research.Produce consolidated weekly MI for Director for reporting to central leadership team.Support the Director in production of the sector sales income budgets providing financial models and analysis as appropriate.Monitor the sales income and expenditure against budget on a monthly basis reporting to Sales Leaders and Director.Maintain MI system, making changes as the business needs dictate.

Jersey, United Kingdom

Deal with day to day banking needs of both local and expatriate clients on the telephone, via correspondence and face-to-face.Work to agreed service levels and manage time, to provide “world class” customer service.Achieve challenging sales targets including proactively obtaining new credit balances, retaining existing customer funds, introducing investment business and customer referral.Place fixed deposits and foreign exchange deals.Process large multi currency transactions.Being “culturally aware” and up to date with current affairs.

Glasgow, United Kingdom

Sorting, logging, checking and processing new applications.Open new portfolios.Corresponding with clients, other brokers and registrars.Lodging stock into portfolios and arranging CREST (dematerialised) transfers.Work to individual and team targets to meet agreed service levels.

Glasgow, United Kingdom

Working individually and as a member of a team to agreed service levels at the height of the “dot com” boom.Preparing cheques and CHAPs payments.Keeping banking statistics up to date.Transferring money between stocks, ISAs and portfolios.

Sunderland, United Kingdom

Dealing with business and personal customers for their day to day banking transactions.Specialist CAAPS sales team advisor, processing scored and un-scored applications, opening accounts, dealing with specialist products and Barclayloan Direct customersIntroducing Investment business To IFAs.Working to challenging targets for new credit balances on savings products, protection on risk products, ISAs, cross-sales and introductions to specialist areas, i.e. mortgage team, IFAs, Barclays Insurance and Barclays Stockbrokers.Elected member of the Rewards and Consultation Forum, meeting management to discuss climate, staff working conditions rewards and benefits.

Cmi Diploma In Management Level 5

Certificate In Mortgage Advice And Practice

Investment Advice Certificate

Gcscs