Stephen Bailey Email & Phone Number

South East

Bishop'S Stortford

My role within Embrace Mortgage Services was within the Inter County Brand as a Financial Consultant, my main duties are to provide mortgage & financial services for customers within the Inter County Branches. My role is target based and involves advising customers on mortgages from a comprehensive range of mortgage Lenders and protection products including Income Protection, Critcal illness and Life insurance

Cambridge, United Kingdom

Background to provide a comprehensive single tied mortgage sales and product referral service to Lloyds Banking Group customers. My key objective is to provide creditable and knowledgably advise to customers on mortgages and general insurance products, in order to meet customer needs and achieve customer service targets within a regulatory environment.

Saffron Walden / Haverhill / Cambridge

Background in Financial advisor role for Lloyds TSB includes delivering quality sales in line with individual target expectations and channel business plan. Conduct interviews with new and exis*ng customers to review and meet their financial needs, actively selling and introducing products and services. Actively seek and take opportunities to develop new business from existing or potential customers. Develop and maintain working relationships with all branch colleagues and with other service and product suppliers within the Lloyds TSB group. Develop and maintain product knowledge across the range of products and services, with particular emphasis on regulated products. Deliver outstanding customer service to promote advocacy for the community branch brand.

Cambridge, United Kingdom

Background in Branch Management role was to delivering branch business plan, satisfy customers banking and Financial needs by recognising sales opportunities and by personally undertaking sales as appropriate. Provide regular coaching and other one to one support to staff to maximise their development and quickly identify and manage under performance. Develop and maintain effective working relationships with colleagues and other business units.

Saffron Walden



Education record

Education record