Key Responsibilities-• Managing a portfolio of 290 SME clients alongside a Relationship Manager• Provide a wide range of information and guidance to customers, resolving queries including those of a more complex/sensitive nature as well as complaint resolution• Business development by identifying referral opportunities for new and existing clients • Ensure Ongoing Know Your Customer cases are submitted within deadline given by the FCA• Maintain an effective contact strategy… Show more Key Responsibilities-• Managing a portfolio of 290 SME clients alongside a Relationship Manager• Provide a wide range of information and guidance to customers, resolving queries including those of a more complex/sensitive nature as well as complaint resolution• Business development by identifying referral opportunities for new and existing clients • Ensure Ongoing Know Your Customer cases are submitted within deadline given by the FCA• Maintain an effective contact strategy with the portfolio• Internal and External stakeholder management Show less

Key responsibilities-• Interacting with customers on a daily basis to understand what their needs are and finding ways to provide a great service by helping them and making them better off by suggesting appropriate products which meets their individual stated needs• Each customer seen will have an individual query which needs to be taken into account• Help customers in financial difficulty by offering a financial review which would consist of an income and expenditure… Show more Key responsibilities-• Interacting with customers on a daily basis to understand what their needs are and finding ways to provide a great service by helping them and making them better off by suggesting appropriate products which meets their individual stated needs• Each customer seen will have an individual query which needs to be taken into account• Help customers in financial difficulty by offering a financial review which would consist of an income and expenditure check• Managing time effectively throughout the day to ensure back office paperwork is kept up to date accurately whilst making sure customers are seen to• Supporting the branch by ensuring personal sales targets are met in terms of referrals made• Look for new business opportunities to help support branch targets as well as supporting the team in making the branch successful Show less

Here I worked as a sales assistant and I worked mostly at the tills and shop floor. The four years worked includes full time and part time hours throughout college and university. My duties included• Having to keep the shop floor tidy by working as a team to ensure that the daily tasks we are set get done. • In the past I have provided excellent customer service by dealing with individual customer issues. Sometimes the job requires using you own initiative to find extra jobs to do if… Show more Here I worked as a sales assistant and I worked mostly at the tills and shop floor. The four years worked includes full time and part time hours throughout college and university. My duties included• Having to keep the shop floor tidy by working as a team to ensure that the daily tasks we are set get done. • In the past I have provided excellent customer service by dealing with individual customer issues. Sometimes the job requires using you own initiative to find extra jobs to do if for example the supervisors are not around to deal with customer issues or complaints.• The job title requires the employee to be energetic and enthusiastic to keep with the demand of the customers especially during peak periods. Show less