CAREER HISTORY
Santander (Formerly Abbey National) Sep 2005 – To Date
Senior Mortgage Advisor
• Support regional advisor team in all aspects of sales process, quality and advice. Team product expert
• Aide senior management by assisting in new pilot schemes to accommodate regulatory changes implemented by the FCA. Help to identify key learning and development points to ensure national role out of changes is smooth and efficient
• Ensure all KPI’s and sales targets are met whilst maintaining accurate paperwork quality
• Currently achieving in excess of 100% to target for 2013. Confirmation available upon request
• Proven track record of achieving both a banked and written target whilst maintaining persistency.
• Identify training and development needs for staff members to increase productivity, ensuring a set development program is followed
• Implementing a set diary management process to ensure optimal output and time management
• Organise inter branch focus days to increase business opportunities
• Provides supervisory duties in the absence of regional mortgage manager
• Draws upon strong working relationships with colleagues, empathising with and providing extra support to new team members
• Ability to remain calm and collected in pressurised situations, resolving complex problems
Santander (Formerly Abbey National) Feb 2003 – Sep 2005
Personal Banking Advisor
• Providing exceptional customer care and product knowledge skills to a wide range of clients.
• Responsible for dealing with clients at all stages of the customer journey from initial enquiry to application; providing satisfactory solutions and resolving queries in a timely manner
• Working closely with branch team to ensure that every opportunity to help our customers make or save money is not only identified but presented to clients in a professional manner
• Ensure all KPI’s and sales targets are met whilst maintaining accurate paperwork quality
• Ensuring development of team members is achieved by providing quality feedback and training
• Branch champion for any new campaigns the company promote. Ensuring branch team have an in house subject matter expert
Santander (Formerly Abbey National) May 2002 – Feb 2003
Customer Service Advisor
• Working as part of a cashier team ensuring an exceptional customer experience is delivered
• Responsible for ensuring accuracy of financial transactions
• Identifying opportunities and needs for customer and informing them of suitable solutions
• Working in a financially high risk area of the business and ensuring all set procedure and protocol are followed
EDUCATION
Great Marlow Secondary School
• GCSE – 7 Grades A to C details available on request
Thomas Cook – 2001
• GNVQ level 2 Travel & Tourism
Santander – 2005
• CeMAP Certification levels 1 to 3
