Undertaking garage project

Respond to customer complaints and general enquiries. Monitor and issue tickets to the public to minimise complaints

Prepare documentation to set up new auto enrolment clients Process weekly and monthly pension contribution filesManage compliance reviews liaising with financial advisors to ensure file documentation is completed within agreed timescales

Supporting the Client Services Manager deliver the Groups AML commitments.Coordinate and monitor to ensure completion of the ongoing Know Your Customer cases.Tracking and reporting case completion whilst building strong communication links with both the relationship managers and client services support to ensure the smooth administration of the cases

Work with Head of Cross Sales to maximise income opportunities from Business and Commercial Banking customersTo work with group companies and third parties who the bank uses to implement robust marketing plansDevelop and scope programmes and projects from concept and reality. This included developing a new intranet website for all staff to use.Developed a new intranet lead form to replace the existing 33 forms previously used.Ensure SLAs and robust sales tracking mechanism in placeManaging national and regional board meetings

Team leader of 12 portfolio managers, managing and monitoring their workload.Designed and delivered a training programme for 30 new staff that was subsequently adopted by the rest of the region as best practiceAdministering all elements of running and supporting an efficient and successful office. Key point of contact for line managers for staffing issues, liaising with HR to determine the correct course of action for disciplinary and attendance managementResponsible for office relocation project for 50 staff. Adopting a problem solving approach with outside agencies to ensure a smooth transition and minimal disruption for staff and customer service

Supporting senior relationship director on complex portfolio of key accounts customers (£2m - £25 million turnover per annum)Undertook training of new members of staff100% achieved on credit stewardship tests and ensured bank systems are kept up to date to mitigate risk

In charge of administration duties for 50 staff in addition to supporting a relationship manager with a portfolio of 90 customers

Supporting commercial manager with customers whose turnover was between £2 - £25 million dealing with lending requests, documentation, loan drawdowns, report writing and day to day banking requirements

Retail business lending, looking after a portfolio of 400 customers for all customer service queries and lending

Support to senior retail business manager with responsibility for staffing, human resources and training

Supporting a senior manager with small medium enterprise customers with lending requests, writing reports and answering customer queries both face to face and on the telephone

In charge of a team of 10 telephony operators workflow, HR issues and customer complaints

Headed up a team of 5 staff undertaking branch banking duties to ensure they were completed correctly and in line with internal procedures

Customer securities and investments. Assistant manager lending looking after 500 personal customers lending requirements and general banking enquiries by phone and letter

Administration duties for West End region supporting 40 offices and approx. 400 staff

General clerical branch duties including dealing with customer face to face and telephone enquiries, opening accounts, foreign exchange and cashiering