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William Chan is a seasoned banking professional with extensive experience in administration, stakeholder management, and risk management. He has worked in various roles, including Service Officer, Customer Service Advisor, and Mortgage Administrator, providing administrative support and ensuring regulatory compliance. Chan holds a degree from The University of Dundee.

Experience

    • Service Officer
      • Nov 2015 - Present
      • Clydebank

      Administration services for an international bankScanning and indexing of documents from customers.Ensuring database is updating database with all relevant information.Ensuring that documents are have all relevant information. Assist in archiving and retrieval of processed documents.

  • Capita
    • Glasgow, United Kingdom
    • Customer Service Advisor
      • Oct 2014 - Nov 2015
      • Glasgow, United Kingdom

      John Lewis Answering calls from customers, resolving customer queries.Sales advise on features, offers and complimentary services and products.Data input into systemsRegulatory compliance

  • RESPONSE
    • Glasgow, United Kingdom
    • Customer Service Advisor
      • Sep 2014 - Oct 2014
      • Glasgow, United Kingdom

      student loans campaign

    • Customer Service Sales Advisor
      • Mar 2014 - Aug 2014
      • Aviva, Glasgow

      Answering calls from customers, resolving customer queries.Sales of additional policies and premiums due to customer changes.Data input into systemsRegulatory compliance

  • Search Consultancy
    • First Data Glasgow
    • Banking Customer Service Advisor
      • Aug 2013 - Feb 2014
      • First Data Glasgow

      Answering calls from bank customers, problem solving and resolving queries.Data input into systemsRegulatory complianceProcedural processing

  • Hays
    • Santander, Glasgow
    • Mortgage Administrator
      • Jul 2013 - Aug 2013
      • Santander, Glasgow

      Use of proprietary database systems,Entry of data into systems,Communicating with customers to acquire more information,Communicating with staff in other locations ensuring problems are solvedIn this time I have developed knowledge inside the financial and banking industry and maintained a good working relationship with superiors and fellow staff members,

  • Interaction Recruitment
    • Santander, Glasgow
    • Mortgage Administrator
      • Apr 2013 - Jul 2013
      • Santander, Glasgow

      Use of proprietary database systems,Entry of data into systems,Communicating with customers to acquire more information,Communicating with staff in other locations ensuring problems are solvedIn this time I have developed knowledge inside the financial and banking industry and maintained a good workingrelationship with superiors and fellow staff members,

    • Administrative Assistant, PPI Quality Checker
      • Mar 2012 - Dec 2012

      Entry of data into systems,Skills in arithmetic to ensure payments are correct,Reconcile payments between the bank and customersCommunicating with staff in other locations ensuring problems are solvedIn this time I have developed knowledge inside the financial and banking industry and maintained a good workingrelationship with superiors and fellow staff members.

    • Administrative Assistant
      • Jun 2008 - Mar 2012
      • Glasgow

      Record keeping of companyRecord keeping and data entry of personal information and payroll informationTaking reservations and other telephone enquiries.Product research and comparisons.In this time I have developed and maintained a good working relationship with staff and suppliers alike.

Education

  • The University of Dundee

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Staffing and Recruiting”

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