Experience

TFA Trusted Financial Advice
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Independent Mortgage Adviser

  • May 2021 - Present


Countrywide Mortgages

• United Kingdom
• 1 - 100 Employee

• Senior Mortgage & Protection Consultant

  • Apr 2017 - Apr 2021

  Striving to provide the highest levels of service and to truly understand our customers` needs. I am adaptable, self-motivated and comfortable working in a fast paced, target driven environment. Striving to provide the highest levels of service and to truly understand our customers` needs. I am adaptable, self-motivated and comfortable working in a fast paced, target driven environment.



Lloyds Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Senior Personal Banking Manager

  • Apr 2010 - Apr 2017

• Manager

  • Jan 2014 - Jun 2014

• Personal Banker

  • Apr 2009 - Apr 2010

• Customer Service Assistant

  • Apr 2008 - Apr 2009

  CustomerDeliver a high level of customer experience by proactively identifying genuine customer needs and making appropriate banking, mortgage and partner referrals, ensuring customer needs are met via an appropriate channel in a timely manner and at a time of our customers’ choosing.Proactively manage time to be in the right place at the right time, supporting the overall customers’ branch experience and helping to ensure customers are dealt with quickly and professionally, working flexibly across all zones of the branch including banking hall, counter, self serve and enquiries.Engage with customers in the Banking Hall demonstrating behaviours consistent with Delivering Service/Banking Hall Excellence and Channel of Choice, maximising the use of tablets as appropriate; actively educating and assisting customers, including assessing their digital appetite and confidence to help in the most appropriate and relevant channel for their individual circumstances. Control EnvironmentEffectively comply within the Risk Management Framework including our Policies, Processes, Procedures and Governance to ensure a robust and consistent approach to make the right decisions and do the right thing for our customers.Keep up-to-date with mandatory training and take personal responsibility to ensure you have the appropriate skills and knowledge to remain competent to undertake your role.Fulfil customer transactions and account servicing requests accurately and compliantly right first time using the system tools and prompts when available.Undertake NPA routines when required, making sure that outstanding items are actively progressed. Show less