• Leading the implementation of BACS/FPS/Host to Host/SWIFT projects to achieve a smooth and seamless transfer to AccessPay payment and Cash Management solutions.• Managing a team of 8 Implementation Consultants.• Successfully completed c300 full delivery and c100 change projects. This has included various BACS, FPS, Host to Host, SWIFT and Cash Management implementations.• Projects have included Direct Debit, Direct Credit, Payroll, Supplier, CHAPS, FPS, SEPA and International payments. Integrations have involved API, sFTP, HSM, MFA and SSO. • Reviewed and completed gap analysis on various file formats including Bacs Std 18, xml Pain.001, Pain.008 and various MT message types i.e., MT101, MT103, MT940 and MT942. • Data gathering to clarify clients exact requirements ahead of set up, configuration, testing, training and full system delivery.

• Leading the implementation of BACS/FPS/Host to Host/SWIFT projects to achieve a smooth and seamless transfer to AccessPay payment and Cash Management solutions.• Managing a team of 6 Implementation Consultants.• Successfully completed c300 full delivery and c100 change projects. This has included various BACS, FPS, Host to Host, SWIFT and Cash Management implementations.• Projects have included Direct Debit, Direct Credit, Payroll, Supplier, CHAPS, FPS, SEPA and International payments. Integrations have involved API, sFTP, HSM, MFA and SSO. • Reviewed and completed gap analysis on various file formats including Bacs Std 18, xml Pain.001, Pain.008 and various MT message types i.e., MT101, MT103, MT940 and MT942. • Data gathering to clarify clients exact requirements ahead of set up, configuration, testing, training and full system delivery.

• Leading the implementation of BACS/FPS/Host to Host/SWIFT projects to achieve a smooth and seamless transfer to AccessPay payment and Cash Management solutions.• Managing a team of 4 Implementation Consultants.• Successfully completed c300 full delivery and c100 change projects. This has included various BACS, FPS, Host to Host, SWIFT and Cash Management implementations.• Projects have included Direct Debit, Direct Credit, Payroll, Supplier, CHAPS, FPS, SEPA and International payments. Integrations have involved API, sFTP, HSM, MFA and SSO. • Reviewed and completed gap analysis on various file formats including Bacs Std 18, xml Pain.001, Pain.008 and various MT message types i.e., MT101, MT103, MT940 and MT942. • Data gathering to clarify clients exact requirements ahead of set up, configuration, testing, training and full system delivery.

• Leading the implementation of BACS/FPS/Host to Host/SWIFT projects to achieve a smooth and seamless transfer to AccessPay payment and Cash Management solutions.• Successfully completed c300 full delivery and c100 change projects. This has included various BACS, FPS, Host to Host, SWIFT and Cash Management implementations.• Projects have included Direct Debit, Direct Credit, Payroll, Supplier, CHAPS, FPS, SEPA and International payments. Integrations have involved API, sFTP, HSM, MFA and SSO. • Reviewed and completed gap analysis on various file formats including Bacs Std 18, xml Pain.001, Pain.008 and various MT message types i.e., MT101, MT103, MT940 and MT942. • Data gathering to clarify clients exact requirements ahead of set up, configuration, testing, training and full system delivery. • Managing a project to migrate c100 clients from a legacy platform to a new Unified Interface solution.

● Assessing and investigating complaints about NHS services in England and UK government departments.● Managing a caseload of complaints at intake, assessment and investigation stage.● Maintained records on CRM (Microsoft Dynamics) within agreed SLA and audit requirements.

● Taking the lead on a number of project initiatives for an expanding credit union with c8,500 members.● Reviewed funding options and researched grants available.● Completed a full review of the remote cash payments service and made recommendations to the board.● Wrote and updated various policy documentation, including master policy and disaster recovery.

Managing the exit of Public Sector and Agency Banking customers. Liaising with customers on a daily basis to agree specific time scales and procedures for running down accounts. Providing guidance to customers during their plans to migrate services to new banking providers. Portfolio management including review meetings, service level agreements, KPI’s, pricing reviews / negotiations and general support. ● Project and Relationship Manager during The Co-operative Banks divestment of over 130 local authorities and 30 Agency Banking customers.● Led key work stream to close down c32k bank accounts and connected services.● Achieved the Banks strategy of migrating customers to new banking providers within the agreed 24 month time scale.● Managed a portfolio of over 80 Public Sector and Agency Banking customers, total income £5m pa. ● Consistently achieved SLA, KPI and customer satisfaction survey targets across all sectors.● Completed all credit reviews in a timely manner within the agreed SLA targets.● Maintained CRM records accurately in order to monitor and maximise sales opportunities.● Created exit plans, task and activity documents, risk logs and other key project documentation.● Maintained RAID logs, (Risks, Assumptions, Issues, Dependencies) for the project.● Produced weekly MI packs for circulation to senior bank representatives and MI at the request of the FCA / PRA at regular intervals.● Risk Management (RCSA) owner for Agency Banking including all controls and submission of testing documentation.

Led and controlled the implementation process for major new business to ensure a seamless transfer of banking operations. Acted as the primary interface during the transfer period and provided support, advice and guidance to meet customer needs. Assisted with Tender and Framework opportunities as and when required. Managed the annual commission review of all local authority connections and where necessary supported relationship management in any subsequent customer negotiations. Managed and completed annual (and periodic) assessments for 4 x FTE within the Public Sector Team. Acted as deputy when appropriate, for the Senior Manager, Public Sector Team.● Successfully led projects to bring on-board over 30 Public Sector / Corporate customers.● Managed the annual review of commission for 150 Local Authority connections. (Income £20m pa).● Key SME for all domestic and wholesale Payment Schemes including BACS, CHAPS, Faster Payments, Card Services, SWIFT and Treasury Services.● Ensured customers utilised key delivery channels including electronic and online banking platforms within agreed service standards.● SME for account opening including all relevant customer due diligence, KYC/AML.● Managing staff, including recruitment, coaching, setting objectives and appraisals.● Acted as the primary interface during the transfer period and provided support, advice and guidance to meet customer needs – ongoing customer relationship management.● Cash Management on-boarding including both branch and cash / bullion centre facilities.● Managed all testing requirements including reconciliation data, payments and stationery.● Consistently received excellent Post Transfer questionnaire survey results in line with the banks customer journey expectations and strategy.

Business Development for the Public Sector Team within Corporate Sector Development. Specifically targeting Local Authorities / Housing Associations / SME's etc with various services including: General Banking, Payment Collection Service (reseller for PayPoint, Post Office, Payzone networks), Purchasing Cards, Investment Accounts and various third party solutions i.e. Energy Consultancy, Identity Management Software and Data Services. Delivered presentations to senior representatives at both existing and potential customers as and when required. Negotiated and influenced where possible in order to progress to contract. Relationship management of third party suppliers including developing new strategies and ideas. ● Targeted Local Authorities, Housing Associations, Credit Unions and Charities with various services including: Payment Collection via PayPoint/Post Office/Payzone networks, Merchant Acquiring, Prepaid Cards, Purchasing Cards, Investment Accounts and various third party solutions i.e. Energy Consultancy, Identity Management Software and Data Services. ● Achieved challenging income targets, cumulative over contract periods 3-5 years.● Delivered presentations to senior representatives at both existing and potential customers.● Relationship Management of third party suppliers.● Organised Seminars to promote products / services. Obtained circa 20 leads per event.● Represented the Bank at Conferences including, ABCUL, IRRV, CIPFA and NALC. Raised profile and obtained circa 20-30 leads per event.

Assisting Regional Public Sector managers with the day to day management of their portfolios. This involved being the first point of contact for a number of customers and administering all aspects of managing their accounts i.e. mini portfolio. Attending review meetings when required and subsequently resolving specific issues. Introduced and implemented any relevant new products and services. Managed credit reviews with very limited or no input from the relevant manager. This included a range of BACS, CHAPS Direct Debiting, Loan and Overdraft facilities for both renewals and new facilities when require● Assisted Regional Public Sector Manager with over 150 customers, total income £8m pa.● Acted as the primary contact for all customers via telephone, post and e-mail.● Processed all customer requests in line with agreed processes and time scales.● Managed mini portfolio of circa 40 customers.● Attending review meetings and introduced and implemented any relevant new products and services. ● Completed all credit reviews in a timely manner within the agreed SLA targets.

This role involved leading the co-ordination of transfer of banking arrangements for Local Authorities, Registered Charities, Limited Companies and other corporate customers with complex transfer requirements. This included meeting with senior representatives at various organisations and also provided the opportunity to deal with a number of internal departments and external suppliers in order to transfer and replicate various facilities. Also involved analysing tender documentation and devising an implementation plan in order to structure and prioritise the transfer process.● Involvement in the on-boarding of banking arrangements for 60 Local Authorities and 25 new corporate connections.● SME for account opening including all relevant customer due diligence, KYC/AML.● Led meetings with senior representatives at various organisations and dealt with a number of key stakeholders in order to transfer and replicate various facilities.● Analysed tender documentation and devised implementation plans in order to structure and prioritise the transfer process.● Developed a Post Transfer questionnaire in order to obtain feedback on implementations.● Managed assessments, coaching and training for support team members.

I worked in the Archival and Micrographics unit for three years before moving over to the Corporate Account Opening Team in 1996. I then transferred over to the Major Relationships Team in 1999 for a short period before joining the team that handles the New Acquisitions (banking implementations) the following year.● I undertook a number of administrative roles including working in the Archival and Micrographics Unit and the Corporate Account Opening and Major Relationship teams.● Serviced network of circa 90 branches and 20 corporate business centres.● Progressed to supervisory position on the account opening team.