Front line Retail Portfolio Manager. Responsible for the Branch Network training needs across the Society

Cluster Manager across, Cheadle, Altrincham, Stockport and Marple

Branch Manager Trainee

• Acting as first point of contact to customers with concerns or queries on a range of banking products. • Acting as first point of contact with regards to personal lending. • Selling of insurance products. • Conducting financial reviews with customers. • Acting as an introducer for product partners. • Utilising both internal and external contacts to maximise cross sales opportunities. • Account opening. • Prospecting using various databases. • Diary and time management. • Acting as introducer. • Mentoring of junior colleagues, including structured 1:1's and regular training sessions.

Full time leader at Nationwide and Founder of WrkSmarts

Connecting the Public Sector with the Private sector, helping to make public services better, through smarter procurement of services.

Duties Include: • Acting as first point of contact to customers with concerns or queries on a range of banking products.• Acting as first point of contact with regards to personal lending. • Selling of insurance products.• Conducting financial reviews with customers.• Acting as an introducer for product partners. • Utilising both internal and external contacts to maximise cross sales opportunities.• Account opening.• Prospecting using various databases.• Diary and time management.• Acting as introducer.• Mentoring of junior colleagues, including structured 1:1's and regular training sessions.

• Cashiering Duties.• Assisting with cash error reconciliation and branch general ledger.• Prospecting possible sales opportunities from the customers served.• Acting as first point of contact for customer queries or complaints.• General back office administrative duties.