United Kingdom
As a Private Banker I am responsible for looking after the banking needs of a portfolio of ultra high net worth clients. I work alongside a team of highly experienced proffesionals to provide holistic advice and planning to encompass the full suite of financial services that our clients require. I am also piloting a business development project, aiming to on-board clients from stakeholders in out commercial networks.
As a Private Banking Manager, I currently look after a portfolio of High net worth clients. I am responsible for looking after their banking needs and conducting reviews on a regular basis. The role combines lending, generic banking, relationship management and locating investment and financial planning opportunities. I am currently undertaking my RDR qualifications also.
As a bank manager I looked after the everyday running of the branch, which included managing staff as well as service and sales targets. It was a great experience and I enjoyed my time in the role greatly.
As a financial consultant, I provided regulated advice to clients on protection and other regulated needs. Working within a regional across various different offices I was tasked with meeting both individual and regional targets.
Working within a team of lead providers in a targeted sales environment to offer expert advice to our customers on a variety of financial products, including personal lending, general insurances and sole trading business account management. Generating and creating sales within a highly regulated field to meet set sales targets, achieved by understanding customer needs and requirements to ensure that the appropriate product is selected, cross selling and referrals. Providing excellent customer service via the telephone and in face to face meetings, ensuring that communication is fluid and that the customer has a clear understanding of the products on offer, that they are re- assured that it suits their requirements and personal circumstances and to deal with any questions or queries in an efficient and informed manner. Dealing with customer complaints and issues and making sure that these are resolved in appropriate manner so that the customer is left satisfied with the outcome and will continue to return. Ensuring that customers who experience financial difficulties receive the help and guidance they require that is appropriate to their own circumstances and needs. Opening new accounts and ensuring that the customers are guided through each step of the process to ensure that they receive an excellent impression of the company and the service provided. Contacting and interviewing potential and existing customers to identify opportunities for referrals to financial and mortgage advisers, where appropriate.
Working as a cashier within the cash management team, I was the first point of contact for customers for a variety of banking queries, from general queries about their accounts, deposits and withdrawals, to questions about our products and services. My role was ensure that an excellent high standard of customer service was provided to the customer, ensuring that they left the bank feeling confident that the information that they had been provided with was accurate and correct and that any issues or complaints that they had were resolved. Asking appropriate questions and identifying customer needs to generate leads and referrals for personal bankers or mortgage advisers. Proactively developing my own knowledge of Barclays products in order to offer a more personal service to our customers.