Alex BOREHAM
Barnstaple,Devon
Summary
Accomplished professional with a strong foundation in relationship building and management, financial expertise, and wealth management. Demonstrates exceptional product expertise and attention to detail, ensuring superior customer service and influential networking. Highly adaptable with excellent communication skills, aiming to leverage these competencies towards advancing career goals in the financial sector.
Overview
12
12
years of professional experience
10
10
years of post-secondary education
Work history
Relationship Manager
Lloyds banking group
Remote
04.2024 - 08.2025
- Conduct in-depth financial reviews to assess client goals, offering products such as mortgages, loan, savings, lending and insurance.
- Build and maintain long-term relationships by delivering exceptional customer service, leading to increased retention and proven customer satisfaction.
- Act as a primary point of contact for complex queries whilst ensuring swift resolutions whilst maintaining compliance.
- Utilise CRM tools to track our interactions and identify opportunities, whilst maintaining these records to ensure detailed accuracy.
- Collaborating with all specialist teams these include Schroders and Private banking (Mayfair), Insurance specialists (Cavendish) and mortgage teams to ensure customers receive expert guidance.
- Taking ownership of performance, actively seeking feedback to drive professional development.
Banking Consultant
Lloyds Banking Group
Barnstaple, Devon
04.2021 - 04.2024
- Discovering customers financial goals and advocating which product or service can meet their needs.
- Maintaining a strict code of contact and following procedure.
- Working collaboratively with colleagues to attract and retain customers and deepen their relationships with us. Whether this be wealth, mortgages, or insurance referrals.
- Carrying out a range of customer service activities and the ability to handle complex customer cases and enquiries.
- Supporting personal development, looking for new opportunities by pursuing new and existing learning.
- Supported branch in achieving individual and team goals while acting in customer's best interest.
- Flexibility working across several branches within the area to further assist our customers and willingness to travel.
- Obtained and examined relevant information to assess validity of complaints and determine possible causes.
Customer Advisor
Lloyds Banking Group
Barnstaple, Devon
11.2018 - 04.2021
- Attention to detail learning new systems, forms and understanding bigger financial implications.
- Helping to move people forward with there finances, collaborating with my other colleagues to ensure customers needs are met.
- Flexibility working across several branches within the area to further assist our customers.
- Examining relevant information to assess validity of complaints and determine how we progress these.
- Performed cashier duties, including balancing and end-of-day banking. Bulk holder and travel money holder.
- Correctly identified client needs, providing tailored, personalised guidance to ensure outstanding customer experiences.
Sales Advisor
Vodafone
Barnstaple, Devon
03.2013 - 11.2018
- Keeping up to date on all the products and services available to our customers.
- Coordinated special events promoting new product lines.
- Handling challenges in a positive manner; independently whilst gaining advice from senior employees on how to best move forward (when needed).
- Understanding regular rule changes including data protection and where to improve customer experience.
- Co-responsible for the following: cash float and takings, opening and closing procedures, various IT systems use and partaking in regular training sessions.
- Provided product recommendations based on customer requirements and budget.
- Increased sales through effective negotiation and persuasion techniques.
- Adapted to and remained flexible in changing, fast-paced work environment.
Education
Bachelor of Arts - Sports Development
Plymouth Marjon University
Plymouth 2009.09 - 2012.06
BTEC National Diploma - Development, Coaching
North Devon college
Barnstaple, Devon 09.2006 - 05.2009
GCSEs - 8 AT C and Above
The Park Community school
Barnstaple 09.2001 - 06.2006
Skills
- Relationship building and management
- Financial expertise
- Wealth management
- Product expertise
- Attention to detail
- Customer service
- Influential networking
- Adaptability
- Communication
Timeline
Relationship Manager
Lloyds banking group
04.2024 - 08.2025
Banking Consultant
Lloyds Banking Group
04.2021 - 04.2024
Customer Advisor
Lloyds Banking Group
11.2018 - 04.2021
Sales Advisor
Vodafone
03.2013 - 11.2018
Bachelor of Arts - Sports Development
Plymouth Marjon University
2009.09 - 2012.06
BTEC National Diploma - Development, Coaching
North Devon college
09.2006 - 05.2009
GCSEs - 8 AT C and Above
The Park Community school
09.2001 - 06.2006
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