Ross Monaghan Email & Phone Number

Glasgow, Gb

Glasgow, United Kingdom

As Associate Director within the Commercial Banking Liquidity Product Team, I have direct responsibility for managing and driving delivery across a portfolio of active projects (across transformation, regulation, risk and rectifications). My role specifically involves:-• Using my extensive knowledge, understanding and expertise to build, shape and influence solutions, and to drive each project to successful conclusion.• Ensuring that project teams are performing in line with… Show more As Associate Director within the Commercial Banking Liquidity Product Team, I have direct responsibility for managing and driving delivery across a portfolio of active projects (across transformation, regulation, risk and rectifications). My role specifically involves:-• Using my extensive knowledge, understanding and expertise to build, shape and influence solutions, and to drive each project to successful conclusion.• Ensuring that project teams are performing in line with expectations (considering cost, quality, timelines, client first & risk), taking necessary actions to restructure underperforming projects.• Leading a team of colleagues, ensuring that resource is adequately distributed across each project, • Reporting risks and ensuring that risks are escalated where appropriate.• Representing Head of Function on project steering groups.• Preparing and approving funding requests for rectifications and strategic initiatives.• Building and maintaining strong relationships with key stakeholders across a wide range of business areas.• Preparing and circulating project status reports, detailing the progress of each project, and calling out risks and hot spots. Show less

Glasgow, United Kingdom

Working within the Chief Operating Office of the SME & Mid Markets business, my key responsibilities were to ensure that Anti-Money Laundering and regulatory change was delivered in a way that was fit for purpose for the business, whilst ensuring that the business continued to perform and meet all commitments made to the Financial Conduct Authority.My role specifically involved:-• Managing an active portfolio of change projects, using my experience of the business to build, shape… Show more Working within the Chief Operating Office of the SME & Mid Markets business, my key responsibilities were to ensure that Anti-Money Laundering and regulatory change was delivered in a way that was fit for purpose for the business, whilst ensuring that the business continued to perform and meet all commitments made to the Financial Conduct Authority.My role specifically involved:-• Managing an active portfolio of change projects, using my experience of the business to build, shape and influence solutions for clients and colleagues, ensuring that outputs meet the needs of my business area.• Providing hands on support and guidance as a key stakeholder on project working groups, providing valuable business expertise to ensure that change activities are shaped appropriately.• Ensuring that the project’s solutions are fit for purpose, intervening and offering alternative solutions where required.• Reviewing, amending and signing off all project documents including communications and training packs.• Engaging with frontline colleagues to ensure that colleague training requirements are met prior to delivery of change activities.• Performance oversight of business as usual processes i.e. Onboarding.• Working with the planning team to ensure that all change activities are appropriately scheduled, in order to avoid capacity issues across the business.• Building and maintaining a network of contacts across relevant functions within the organisation i.e. risk, compliance, product, change. • Stakeholder management – ensuring that senior stakeholders are kept up to date with performance and planned change activities, through regular updates and meetings, where required.. Show less

Glasgow, United Kingdom

Whilst reporting into Change Management, my role involved working very closely with the SME & Mid Markets Chief Operating Office, using my strong knowledge of the frontline business to achieve a balance between ensuring that regulatory (mainly AML) change was delivered according to plan, whilst minimising disruption on the business.My role specifically involved:-• A key focus on Client Money Accounts, a product offering which is highly complex from a regulatory… Show more Whilst reporting into Change Management, my role involved working very closely with the SME & Mid Markets Chief Operating Office, using my strong knowledge of the frontline business to achieve a balance between ensuring that regulatory (mainly AML) change was delivered according to plan, whilst minimising disruption on the business.My role specifically involved:-• A key focus on Client Money Accounts, a product offering which is highly complex from a regulatory perspective.• Regularly reporting to business stakeholders on project progress and building strong relationships with those stakeholders. • Acting as the business Subject Matter Expert on project working parties, providing valuable business input to ensure that change activities were shaped appropriately.• Ensuring that project documents such as communications and training were fit for purpose, providing feedback where improvement was required.• Ensuring that the Project Team’s solutions were fit for purpose, intervening and offering alternative solutions where required.• Working with the Programme and the business to ensure that colleague training requirements were met prior to delivery. Show less

Glasgow, United Kingdom

In this role, I had responsibility for looking after and growing a portfolio of 30 Corporate customers, typically with turnover between £25m-£150m. Working closely with a Relationship Director, my role was to ensure that the lending, product and service expectations of our clients are met at all times.My time in this role involved:-• Working closely with our clients and product partners in order to identify cross sales and deposit opportunities within the portfolio.• Preparation… Show more In this role, I had responsibility for looking after and growing a portfolio of 30 Corporate customers, typically with turnover between £25m-£150m. Working closely with a Relationship Director, my role was to ensure that the lending, product and service expectations of our clients are met at all times.My time in this role involved:-• Working closely with our clients and product partners in order to identify cross sales and deposit opportunities within the portfolio.• Preparation and submission of credit applications and supporting documentation to facilitate client lending requirements.• Developing and maintaining strong relationships with my customers through effective communication and providing excellent customer service.• Dealing with a wide range of enquiries and resolving issues to the customers' satisfaction, escalating service issues as appropriate.• Building and maintaining excellent internal relationships within Bank of Scotland, which is key to resolving any service issues• Monitoring and regularly reviewing our customers' facilities and risk profiles, involving analysis of financials and product utilisation.• Instructing the preparation of legal documentation such as facility letters and security documents, regularly liaising with legal firms.• Attendance at all customer meetings.• Driving my own personal development plan. Show less

Glasgow, United Kingdom

The main objective of the Account Manager role was to provide high levels of support to a Relationship Director and portfolio of 70 Commercial customers with turnover between £3m-£15m. The key responsibilities of this role are very similar to the role of Associate Relationship Manager, with the main difference being that there were a higher volume of customers in the portfolio, although they were generally less complex.Key achievements in this role include:-• Supporting the… Show more The main objective of the Account Manager role was to provide high levels of support to a Relationship Director and portfolio of 70 Commercial customers with turnover between £3m-£15m. The key responsibilities of this role are very similar to the role of Associate Relationship Manager, with the main difference being that there were a higher volume of customers in the portfolio, although they were generally less complex.Key achievements in this role include:-• Supporting the West of Scotland business by covering for a Relationship Manager during a period of long term absence, receiving excellent feedback on performance from senior management.• Facilitating the re-banking of a £3m turnover business from RBS, leading to various cross sale referrals. Show less

Glasgow, United Kingdom

The main objective of this role was to support a Relationship Manager and portfolio of 40 Large Corporate customers, typically with turnover over £15m. My role specifically involved:-• Acting as a primary point of contact for each high value customer in terms of day to day banking.• Assisting with preparation of credit applications and supporting documentation.• Credit risk monitoring using risk based systems.• Covenant testing.• Analysis of customer financial… Show more The main objective of this role was to support a Relationship Manager and portfolio of 40 Large Corporate customers, typically with turnover over £15m. My role specifically involved:-• Acting as a primary point of contact for each high value customer in terms of day to day banking.• Assisting with preparation of credit applications and supporting documentation.• Credit risk monitoring using risk based systems.• Covenant testing.• Analysis of customer financial information.• Instructing and negotiating security documents and facility letters.• Completion of portfolio management tasks and returns.• Attending customer meetings.• Opening customer accounts.• Identifying and following up on cross sales and deposit opportunities.• Completion of Ad Hoc admin tasks. Show less

Glasgow, United Kingdom

Working within a central support hub, the main objective of this role was to provide operational support to a team of Large Corporate Relationship Managers and their high value customers.Responsibilities of this role included payment processing and investigations, general account enquiries, reconciliation of internal accounts, preparation of bank reference letters, account opening and providing excellent customer service.