Associate Banking Director

• Jan 2023 - Present

> To build and manage a defined Client Portfolio on a pro-active basis. > Building strong relationships with my clients to give exceptional client service and meet the client's needs/expectations.> To generate new business by way of lending and deposits, both from existing clients and by introducing new clients to the Bank.> Presenting appropriate recommendations in a clear, concise and accurate manner, both verbally and in writing.> Preparing and submitting detailed Credit Applications where appropriate.> Working effectively with colleagues within Credit Risk, Client Operations and other departments to provide exceptional client service and to meet the Bank’s objectives.> Attending client meetings and other Bank functions to promote the Bank's products and services. Show less

Assistant Banking Manager

• Aug 2018 - Mar 2023

Associate Relationship Manager

• Mar 2015 - Jun 2018

Key Skills and Competencies Relationship Management Client Onboarding Delivering Product solutions KYC/AML investigating and reporting. Complaint handling Stakeholder Management Project Management Analytical SkillsRole SummaryWorking alongside two Relationship Managers to support a portfolio of c.600 clients, with annual turnovers of up to £25m.Acting as the first point of contact for Client enquiries, complaints or other support, providing an excellent level of service during every client contact.Building deep and meaningful relationships with Clients, Colleagues and Internal/External Stakeholders.Discussing Client needs in depth to identify product referral opportunities, including lending, insurance and savings options.Managing Internal and External Stakeholders to high standards, timescales and effective outcomes. Demonstrating specialist Product and Market knowledge at all times with colleagues, clients and other Stakeholders.  Managing the end to end process of on-boarding new clients to Lloyds Banking Group. Conducting stringent KYC/Customer Due Diligence reviews, enabling me to identify, investigate and report Money Laundering and other Financial Crime. Investigating and resolving Client complaints at first point of contact, identifying positive resolutions and suitable compensation packages.Project Management of new/improvements to current work processes. Identifying, analysing and implementing changes to the wider Team. Show less

Personal Banking Manager

• Apr 2010 - Mar 2015

Key Skills and Competencies Relationship building Delivering product solutions People Management Stakeholder Management Complaint Handling Analytical SkillsRole SummaryBuild and maintain strong relationships with Customers to gain insight into their everyday banking needs. Providing an excellent customer service at every point of contact to build customer confidence in me as a trusted advisor.Conduct daily meetings with customers to explore their personal banking needs and proactively suggest ideas and recommendations to improve their financial health.Analysing key trends in Customer banking patterns to identify improvements and solutions that can be delivered to the client.Make regular telephony contact with customers to build relationships and book appointments for full customer reviews.Work collaboratively with partner/specialist colleagues making referrals where appropriate to help meet the current and future needs of customers.Managed a team of Customer Assistants, identifying/supporting them in their development. Managing them to targets driven performance. Handle customer complaints at first touch, ensuring they are dealt with in a professional and timely manner. Show less

Customer Service Assistant

• Jan 2008 - Apr 2010

CashierHandling customer enquiriesEffective complaint handling