Stuart Batty Email & Phone Number

Bury, Greater Manchester, United Kingdom

• Build and maintain strong relationships with high net-worth clients. Deliver exceptional customer service whilst generating and retaining business for the bank across a range of financial products.
• Proactively managing a portfolio of 450 high value clients.
• Conducting structured, in depth Individual Reviews utilising the Premier Way framework to establish, deepen and retain relationships.
• Understanding clients’ financial goals and anticipating their individual needs, providing appropriate solutions from a wide range of products and services in a compliant manner.
• Dealing with complex financial queries and resolving customer complaints at first point of contact.
• Support colleagues by managing their portfolios in their absence, dealing with all customer enquiries to the same high standard.

• Provide world class customer service to Barclays Premier Banking clients calling the contact centre, handling a wide range of varied and often complex queries.
• Consistently provided world class customer service to high net-worth clients, ensuring each customer was completely satisfied with the service provided.
• Built rapport quickly with customers to understand their banking needs, allowing the right solutions to be presented and tailored to their needs.
• Increased overall team performance by sharing best practise with my colleagues and supporting them with their targets, whilst continuing to exceed my own.
• Represented the contact centre for the 2012 European Call Centre’s & Customer Service Awards for which Barclays were nominated.

• Establish and retain strong relationships with a panel of mortgage brokers and Independent Financial Advisors by means of telephony channel, creating new business opportunities.
• Proactively managed a portfolio of 150 brokers.
• Through building relationships and delivering promises, influenced brokers that had previously not placed business with the bank to start and continue doing so.
• Face-to-face meetings with brokers to further build upon existing relationships, generating further business for the bank.
• Took ownership of designing a new sales board and MI spreadsheet with the responsibility of updating it daily, making it easier to keep track of individual and team performance.