Lisa Cates

European Customer Services Manager at Tellermate
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Contact Information
us****@****om
(386) 825-5501
Location
UK

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Experience

    • United Kingdom
    • Retail Office Equipment
    • 1 - 100 Employee
    • European Customer Services Manager
      • Mar 2021 - Present

      Managing Customer Service, Order Processing & European customer helpline functions. Exporting and importing worldwide. Managing Customer Service, Order Processing & European customer helpline functions. Exporting and importing worldwide.

    • United Kingdom
    • Hospitality
    • 100 - 200 Employee
    • Sales & Service Manager
      • Jul 2009 - Mar 2021

      A motivational team manager with over 20 years’ experience across Hospitality, Financial Services and FMCG sector, with an excellent work ethic. Passionately committed to the personal development of the team, achievement of targets, whilst ensuring that customer expectations are exceeded. Extremely loyal and willing to go the extra mile for the business, team members and colleagues. • Accountable for the Sales & Order Processing team of 4, ensuring orders from over 250 customers, each with varying and complex requirements (Managed Houses, Tenanted Partners, National Sales and Major Multiples) are processed accurately and in a timely manner. • Supporting Supply Chain deliverables with warehousing, forecasting and logistical operations by maximising business efficiencies; for example, outlining optimum MOQ’s, calculating ‘Cost to Serve’ for each customer. • Responsible for key working relationships with logistical partner Trade Team (DHL) ensuring all products are in the right place at the right time to maximise sales. Scrutinising monthly invoices and challenging appropriately: Across the last 3 years, over £70k has been saved by questioning invoices. • Conceptualisation, proposal, implementation and ownership of a completely automated, time-saving ordering system which developed into a fully functional, cost saving project, in which I was instrumental from start to finish. • Ensuring key controls and processes are in place and followed up, for all supplier and sales invoice enquires and anomalies. Show less

    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Customer Adviser
      • Oct 2008 - Jun 2009

      • Advising customers of mortgage protection needs; life insurance, critical illness, repayments cover & home insurance • Fulfilling applications for product transfers, additional borrowing, amending policies and providing a service resulting in customer retention. • Self-generating appointments, product knowledge coaching and organising huddles to promote new products/awareness/refreshers. • Customer Reviewer who acts as first point of contact giving customers seamless service and gaining trust • Encouraging and motivating colleagues, coaching them until confident with product knowledge • Exceeding customers’ expectations by providing a service built around their individual needs and attitude Show less

    • Banking
    • 700 & Above Employee
    • Mortgage Reviewer
      • Aug 2005 - Oct 2008

      • Gained a series of promotions from Banking & Savings Specialist to Mortgage Reviewer • Ranked within Top 10 advisers in Wales during career in financial services. • Nominated for ‘Superstar’ award at Halifax Plc, resulting as overall National Winner • Awarded ‘Player’s player of 2007’ at Halifax’s annual recognition event. • Gained ‘Sales Idol’ status on Halifax Intranet for contribution to personal lending. • Giving teams advice, coaching and development to consistently deliver targets. Monitor and feedback to further develop. • Conducting fact finding interviews with customers and maximising opportunities to cross-sell a wide range of Mortgage related products e.g., additional lending, Home Insurance, Personal Insurance. Show less

Education

  • Cardiff & Vale College
    CIPD Level 3 Training & Development in HR Practice
    2011 - 2012
  • Blaengwawr Comprehensive School
    A Level
    1995 - 1997
  • Blaengwawr Comprehensive School
    GCSEs
    1994 - 1995

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