Senior Customer Service Representative

• Feb 2011 - Present

The West Bromwich Building Society is the 7th largest in the country and is expanding its member base through a series of products including mortgages, insurance and through independent financial advice. - Working closely with all IFA’s, Managers and Mortgage advisors to ensure targets are realised. - Have personal quarterly targets by identifying new opportunities and introducing a portfolio of financial products and services to clients. – Currently number 1 in region and 3 in the society. - Won awards for maintain standards and having a proven track record of sales. - Maintaining a high level of administrative work, checking all colleagues’ paperwork to reduce risk of error and to ensure excellent audit marks. - Regularly update corporate with any issues regarding branch operations. - Implement cost saving exercises where applicable. - Train staff members on branch processes and methods of acquiring new business for the society in order to generate the specified benefits for the organisation. - Attend training groups and completing work out of hours for personal development. - Dealing with a multitude of clients face to face and over the phone. - Calling potential clients to ascertain their needs and invite them for a review with either one of our specialists.

Mortgage Advisor

• Jan 2005 - Feb 2011