Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Danielle Mckay

Sheffield

Summary

Accomplished professional with a strong background in client relationship management and customer service excellence. Demonstrates resilience under pressure and effective communication skills, ensuring regulatory compliance and successful budgeting and planning. Experienced in mentoring and coaching, with a proven capacity for training and development. Committed to fostering positive client interactions and achieving organisational goals.

Overview

18
18
years of professional experience
6
6
years of post-secondary education

Work History

Financial Care Specialist

Santander UK
Sheffield, South Yorkshire
04.2009 - Current
  • Led staff to improve process understanding through valuable coaching, teaching and mentoring.
  • Adapted coaching styles to meet individual requirements/ personalities.
  • Supervised employees, providing coaching and mentorship to optimise productivity.
  • Conducted outbound calls courteously to resolve outstanding matters.
  • Fostered trust and loyalty through honest communication with customers.
  • Maintained confidentiality with sensitive customer information.
  • Adhered to latest company regulations to maintain compliance.

Pensions administrator

Capita
Sheffield
01.2007 - 03.2009
  • Informed members regarding updates and changes of benefits to complete required documents.
  • Utilised clear communication skills to advise clients of policy, fund and benefit details.
  • Arranged payment of pensions to clients and families by completing and filing associated paperwork.
  • Managed caseload of clients, offering consistent availability to answer queries and provide information.
  • Managed monthly pensions payroll, ensuring accurate and timely payments.
  • Administered death benefits claims for efficient processing and payout.
  • Produced statements and related paperwork with strict attention to detail to minimise errors.

Education

A-Levels - Sociology, English Language

Loxley College
Sheffield
09.2005 - 01.2007

GCSE's -

Handsworth Grange Secondary School
Sheffield
09.1999 - 07.2004

Skills

  • Resilience under pressure
  • Effective communication
  • Client relationship management
  • Mentoring and coaching
  • Budgeting and planning
  • Regulatory compliance understanding
  • Customer service excellence
  • Training and development capacity

Affiliations

  • I am a fun loving person. I enjoy the company of others and love to have a laugh. I like to watch my childrens activities at the weekend and love nothing more than being a football Mum on a Saturday and Sunday morning. I enjoy aqua aerobics and swimming where i can and love a night in with the girls!

Timeline

Financial Care Specialist

Santander UK
04.2009 - Current

Pensions administrator

Capita
01.2007 - 03.2009

A-Levels - Sociology, English Language

Loxley College
09.2005 - 01.2007

GCSE's -

Handsworth Grange Secondary School
09.1999 - 07.2004
Danielle Mckay