Jack Steane
Customer Service Adviser at Skipton Building Society- Claim this Profile
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German Limited working proficiency
Topline Score
Bio
Credentials
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Financial Modeling Foundations
National Association of State Boards of Accountancy (NASBA)Aug, 2023- Sep, 2024 -
Foundations of Raising Capital
LinkedInAug, 2023- Sep, 2024
Experience
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Skipton Building Society
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United Kingdom
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Financial Services
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700 & Above Employee
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Customer Service Adviser
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Oct 2023 - Present
Diligent and results-oriented Customer Service Adviser, specialising in providing exceptional service to clients seeking financial guidance. Proficient in referring customers to personalised financial advice and establishing solid investment plans. Key Achievements: - Expert Financial Referrals: Proficient in guiding clients towards tailored financial advice and constructing robust investment strategies, demonstrating a keen understanding of diverse investment avenues. - Problem… Show more Diligent and results-oriented Customer Service Adviser, specialising in providing exceptional service to clients seeking financial guidance. Proficient in referring customers to personalised financial advice and establishing solid investment plans. Key Achievements: - Expert Financial Referrals: Proficient in guiding clients towards tailored financial advice and constructing robust investment strategies, demonstrating a keen understanding of diverse investment avenues. - Problem Resolution: Skilfully resolve customer issues, ensuring satisfaction and enhancing the company's reputation for stellar customer service. - Effective Communication: Sharpened my communication skills through extensive client interactions, both over the phone and in writing, fostering strong client relationships and trust. - Product Knowledge: Thoroughly informed clients about our diverse range of financial products, aiding them in maximising their monetary growth potential. - Market Awareness: Stay abreast of current financial news, including developments in interest rates, mortgages, and economic trends, enhancing my ability to provide relevant and timely financial guidance to clients. - High Call Volume Management: Successfully manage a challenging workload of over 400 calls monthly, displaying exceptional multitasking abilities and maintaining a high standard of service under pressure. - Technological Proficiency: Demonstrated IT proficiency, utilising advanced tools and systems to streamline customer interactions and enhance overall service efficiency. Show less Diligent and results-oriented Customer Service Adviser, specialising in providing exceptional service to clients seeking financial guidance. Proficient in referring customers to personalised financial advice and establishing solid investment plans. Key Achievements: - Expert Financial Referrals: Proficient in guiding clients towards tailored financial advice and constructing robust investment strategies, demonstrating a keen understanding of diverse investment avenues. - Problem… Show more Diligent and results-oriented Customer Service Adviser, specialising in providing exceptional service to clients seeking financial guidance. Proficient in referring customers to personalised financial advice and establishing solid investment plans. Key Achievements: - Expert Financial Referrals: Proficient in guiding clients towards tailored financial advice and constructing robust investment strategies, demonstrating a keen understanding of diverse investment avenues. - Problem Resolution: Skilfully resolve customer issues, ensuring satisfaction and enhancing the company's reputation for stellar customer service. - Effective Communication: Sharpened my communication skills through extensive client interactions, both over the phone and in writing, fostering strong client relationships and trust. - Product Knowledge: Thoroughly informed clients about our diverse range of financial products, aiding them in maximising their monetary growth potential. - Market Awareness: Stay abreast of current financial news, including developments in interest rates, mortgages, and economic trends, enhancing my ability to provide relevant and timely financial guidance to clients. - High Call Volume Management: Successfully manage a challenging workload of over 400 calls monthly, displaying exceptional multitasking abilities and maintaining a high standard of service under pressure. - Technological Proficiency: Demonstrated IT proficiency, utilising advanced tools and systems to streamline customer interactions and enhance overall service efficiency. Show less
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Amazon
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Bangladesh
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Advertising Services
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1 - 100 Employee
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Amazon Flex Driver
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Jul 2022 - Aug 2022
Use of digital tools to accept delivery routes, receipt orders from distribution centre and deliver to multiple locations around the Newcastle area across multiple shift patterns. Skills - punctuality and time management, independent working, customer facing communication skills, problem solving Use of digital tools to accept delivery routes, receipt orders from distribution centre and deliver to multiple locations around the Newcastle area across multiple shift patterns. Skills - punctuality and time management, independent working, customer facing communication skills, problem solving
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Newcastle University Business School
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United Kingdom
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Higher Education
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100 - 200 Employee
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Newcastle University Business School Ambassador
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Sep 2021 - Aug 2022
Represented the Business School at various campus events, serving as a key representative of the institution. Authored informative blogs aimed at both current and prospective students, providing valuable insights into the Business School. A quote from one of my blogs was chosen to feature on a campus banner, marking a highlight of my time as a Business School Ambassador. Assisted the School's Marketing Team in creating and producing various forms of social content. Represented the Business School at various campus events, serving as a key representative of the institution. Authored informative blogs aimed at both current and prospective students, providing valuable insights into the Business School. A quote from one of my blogs was chosen to feature on a campus banner, marking a highlight of my time as a Business School Ambassador. Assisted the School's Marketing Team in creating and producing various forms of social content.
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Digital Analyst
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May 2020 - Jun 2020
Reported to Programme Manager - Finance and Digital Projects. Responsible for executing project to review multiple search engines to identify Business Profile errors. Work conducted independently and remotely with minimal supervision during COVID restricted work practices. Reported to Programme Manager - Finance and Digital Projects. Responsible for executing project to review multiple search engines to identify Business Profile errors. Work conducted independently and remotely with minimal supervision during COVID restricted work practices.
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Digital Analyst
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Sep 2019 - Dec 2019
Worked as part of Digital Finance Team. Conducted data analysis using multiple Excel databases. Provided direct input into the creation of an Affinities Site to increase take up of financial advice from the Society. Collaborated cross functionally with the Financial Advice Team, Marketing and IT Worked as part of Digital Finance Team. Conducted data analysis using multiple Excel databases. Provided direct input into the creation of an Affinities Site to increase take up of financial advice from the Society. Collaborated cross functionally with the Financial Advice Team, Marketing and IT
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Billy Bob's Parlour
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Restaurants
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Restaurant Crew Member
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Oct 2017 - Sep 2019
Member of fast paced customer facing team serving tables at a busy ice cream parlour. Quickly promoted to takeout service team including responsibility for cash tills and order management. Responsible for overseeing activities of junior team members. Member of fast paced customer facing team serving tables at a busy ice cream parlour. Quickly promoted to takeout service team including responsibility for cash tills and order management. Responsible for overseeing activities of junior team members.
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Marathon Asset Management Limited
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United Kingdom
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Investment Management
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1 - 100 Employee
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Intern
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Jul 2018 - Jul 2018
Spent 1 week working alongside Client Service Manager. Gained understanding of how asset management is incorporated into workings of a blue-chip company pension plan. Attended two quarterly asset management/ client review meetings. Attended presentation provided senior member of Marathon Asset Management, gaining insights into his methodology and “Capital Returns, Investing Through the Capital Cycle”. Spent 1 week working alongside Client Service Manager. Gained understanding of how asset management is incorporated into workings of a blue-chip company pension plan. Attended two quarterly asset management/ client review meetings. Attended presentation provided senior member of Marathon Asset Management, gaining insights into his methodology and “Capital Returns, Investing Through the Capital Cycle”.
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Education
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2020 - 2023
Newcastle University
Bachelor of Science - BS Economics, Second class, First Division 2:1 -
2017 - 2019
Ermysted’s Grammar School
A levels, Mathematics (A), Geography (A), Economics (B)
Community
