Stephen Stokes Email & Phone Number

London Area, United Kingdom

London Area, United Kingdom

Project manager for a bank branch closure program and wider delivery of its solvent wind-down plan.Responsible for the planning and delivery of site closures across the UK from the initial announcement through to operational wind-down and disposal of premises. Provided planning, designing and execution services to several workstreams including the overall closure of the bank's current and savings account portfolio. Key tasks included the design and implementation of new processes and procedures to enable closures within the given timeframe by enabling cross-collaboration with all stakeholders including Financial Crime, Compliance, Treasury and Risk. Responsible for the internal and external reporting to board members and regulatory bodies of the overall plan's performance including responding to and creating additional analysis and reporting.Created and delivered staff training programmes to support the introduction of new processes and procedures to ensure continued compliance with both internal and external requirements.Created and consulted on internal and external marketing and communication, ensuring adherence to the relevant regulatory directives and guides.

City Of London, England, United Kingdom

Overseeing 6 branches in total with 80+ FTE including 4 closures and 1 re-format with the redeployment of resources throughout the market, exceeding all targets and contributing to business success as a result.Creating and defining the business’s branch transformation plan including the largest sites in London, resulting in reducing losses by 20% in 2021 with the implementation of new compliance standards.Introducing a new customer experience improvement programme, enhancing the volume of feedback.Handling the P&L account and using Workforce Manage to deliver a USD $2 million cost plan under budget.Directing the HSBC’s involvement during the Cordwainer elections, Local Council events and Fairs as well as HSBC@Home sessions to coach and mentor the local community both on a remote basis and face-to-face.Boosting digital usage from customer engagement with new action plans, strategies and campaigns.Executing other tasks including setting up numerous charitable initiatives including a £40k redevelopment of a local hospice play area and an educational programme for 1,000 pupils across multiple schools.

Belgravia

Promoted to Local Marketing Director as a result of consistently exceeding all targets and KPIs.Oversaw a team of 27 FTE within the lead branch in the West End Area.Presented the new branch and its format on a national level before the deadline and within the set budget.Processed secured and unsecured lending approval including mortgages for the most valuable clients.Coached and mentored a team of mortgage, business, wealth and protection specialists, leading to generating new referrals and expanding the customer’s wealth holdings within the group.Cooperated with the Global Private Bank team to onboard new clients and provide high quality service.Undertook other duties such as managing headcount whilst increasing productivity levels as well as delivering coaching sessions to close employees’ skill gaps.

London, England, United Kingdom

Secured a promotion to Senior Retail Branch Manager for delivering numerous projects before the deadline.Presented the Talent Academy programme, resulting in 70% of attendees being promoted after 6 months.Achieved 97.9% of efficacy in class-leading performance on KYC and AML processes by building strategic relations within the Network Risk team and identifying new emerging risks.Consistently accomplished year-on-year increase across all KPIs and FTE across the board.Strengthened key high-value global employee onboarding relationships with large corporate entities.Received approval for a new mortgage business worth £60 million, meeting business goals as a result.Completed tasks including monitoring end-to-end processes, attaining excellent customer service, driving resolution performance, boosting volume by 30% and improving quality levels by 15%.

London, England, United Kingdom