Experience

People's Partnership

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Client Banking and Reconciliation

  • Jul 2016 - Present

  Title: Customer Service Executive: July 2016 - December 2018 -helped customers with any issues/queries with uploading pension contributions via telephone and email -assisting with maintaining service levels -using shared screen services to provide further assistance -assisting with queries regarding Declaration of Compliance - achieved PMI level 3 - achieved Level 2 Customer Service in Feb 2017 Title: Client Banking and Reconciliation: December 2018 - present -chasing supporting bank evidence and direct debits via email -reducing sign up charges and refunding any excess monies paid -actioning and downloading daily reports from the bank regarding payments or direct debit mandates -answering customer queries via email and telephone -completing daily stats -creating and simplifying procedures and providing updates to team members and management -creating templates and help sheets to ensure consistent service is provided to all members -checking and reconciling any BACS payments received and requesting any further information from the bank, if needed -inputting transactions to online banking to assist with daily reconciliations -daily valuations -setting up employer and member direct debits -completing smart searches on members to confirm their identity and performing any additional checks



Tesco

• United Kingdom
• Retail
• 700 & Above Employee

• Personal Shopper

  • Jan 2016 - Jun 2016

  Picking and neatly packing customer orders Ensuring deliveries are sent on time Time management Fixing any jams on the work line Maintaining cleanliness Received award for productivity within the first months of starting Picking and neatly packing customer orders Ensuring deliveries are sent on time Time management Fixing any jams on the work line Maintaining cleanliness Received award for productivity within the first months of starting



Virgin Holidays

• United Kingdom
• Travel Arrangements
• 400 - 500 Employee

• Sales Assistant

  • Sep 2015 - Jan 2016

  Handling customer calls and queries Arranging and advising on customer holidays Taking payments and arranging refunds Updating and ensuring all contact details are correct Keeping an up to date knowledge of products and the company Target keeping Time management Lead generation Handling customer calls and queries Arranging and advising on customer holidays Taking payments and arranging refunds Updating and ensuring all contact details are correct Keeping an up to date knowledge of products and the company Target keeping Time management Lead generation



The Charcoal Burner

• United Kingdom
• Hospitality

• Bartender

  • Jun 2015 - Aug 2015

  Temporary arrangement to pick up spare shifts Taking and making customer orders Use of the till and reconciling this at the end of the day Tidying the pub after hours Maintenance of the pub during work hours Loading and unloading dishwasher Replenishing stock Temporary arrangement to pick up spare shifts Taking and making customer orders Use of the till and reconciling this at the end of the day Tidying the pub after hours Maintenance of the pub during work hours Loading and unloading dishwasher Replenishing stock



Lloyds Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Customer Service Assistant

  • Mar 2014 - Apr 2015

  Balancing and Reconciling the safe Documenting in and outgoings Preparing and completing cash send always Balancing and loading of ATM machines Serving customers with deposits, withdrawals, change orders etc Processing and documenting foreign transactions Handling large personal and corporate cheques Opening and closing the bank Maintaining and filing bank documentation Balancing and Reconciling the safe Documenting in and outgoings Preparing and completing cash send always Balancing and loading of ATM machines Serving customers with deposits, withdrawals, change orders etc Processing and documenting foreign transactions Handling large personal and corporate cheques Opening and closing the bank Maintaining and filing bank documentation