Senior Tax Assistant

• Oct 2017 - Present

Client Accountant

• Oct 2016 - Oct 2017

Finance Assistant

• Mar 2016 - Oct 2016

Customer Advisor

• Feb 2013 - Mar 2016

• Talking to customers on the phone and dealing with their queries quickly and efficiently with attention to detail.• Proactively looking for potential issues which could arise in the future and resolving them then and there to minimise future call traffic and ensure a high level of customer satisfaction.• Handling customers accounts (making payments and transfers, finding lost payments, managing direct debits and standing orders, advising customers on ways they can save money on interest or gain higher interest rates on their savings amongst many other tasks).• Offering technical support to new starters at Induction but also to all levels of staff with a problem I can solve.• Adhering to a high level of security and relevant checks to prevent fraud and enforce anti money laundering.• Achieved the Professional Bankers Certificate and the title PBcert. The option to do this was provided by RBS and I jumped at the chance to gain an additional qualification. I studied every minute I had spare until I had completed all the modules, after which took the exam and passed first time.• My attention to detail and experience on the phone saved the bank a great sum of money. This was achieved as fraudsters were frequently trying to arrange payments from accounts claiming to be the customer and a lot of the time can be very convincing. However, I identified many of these very quickly with a system I created to spot them. This Involved a number of checks i would carry out on the customer’s account which proved very effective in stopping these fraudsters which could be up to £20,000 per call.• Gained a wealth of knowledge on finance and banking systems.