Ellie Alexander
Edinburgh
Summary
Accomplished professional with expertise in customer service, financial reporting, and data entry. Demonstrates a strong understanding of banking operations and regulatory compliance, with a proven track record in due diligence execution. Proficient in Microsoft Office 365 and possesses excellent verbal and written communication skills. Committed to leveraging skills to enhance operational efficiency and ensure regulatory adherence within the financial sector.
Overview
6
6
years of professional experience
Work history
AML Analyst - OKYC Operations | Client Services
Lloyds Banking Group
Edinburgh
07.2023 - Current
- Reviewed peer reviews to ensure highest quality standards were met.
- Identified and investigated suspicious activities while adhering to regulatory requirements.
- Contributed to wider initiatives against financial crime through diligent oversight.
- Delivered exceptional customer service by managing large workloads efficiently.
- Analyzed complex business ownership structures to support due dilligence and compliance efforts.
Senior Business Customer Adviser
Lloyds Banking Group
Edinburgh
07.2021 - 07.2023
- Established rapport with customers, fostering loyalty and encouraging repeat business.
- Delivered personalised service, building trust and commitment from clients.
- Collaborated with colleagues to resolve complex customer issues efficiently.
- Managed a busy phone line, assisting business customers with payments and inquiries.
- Maintained knowledge of company policies to provide accurate information.
- Served as Vulnerable Customer Champion, offering support and guidance to colleagues.
- Created presentations to educate teams on handling vulnerable customer interactions.
- Assisted training team as floorwalker, supporting new colleagues and addressing queries.
Executive Assistant
Consensus Capital Group
Edinburgh
11.2020 - 07.2021
- Streamlined office operations by managing correspondence and filing systems.
- Organised organisational procedures to enhance workflow efficiency.
- Handled incoming calls, ensuring prompt forwarding when necessary.
- Managed visitor interactions to maintain professional office environment.
- Responded to and organised emails for effective communication.
- Entered invoices and suppliers into Sage for accurate record-keeping.
- Scanned and shredded documents to uphold confidentiality standards.
Office Administrator
St Margaret's Nursery and Preschool
Edinburgh
05.2019 - 11.2020
- Ensured seamless office operations through regular equipment inspections.
- Handled sensitive information with discretion, adhering to confidentiality protocols.
- Managed reception duties as first point of contact for parents and visitors.
- Answered phone calls and responded to main nursery emails promptly.
- Prepared and updated weekly child registers efficiently.
- Logged enquiries accurately while booking viewings for prospective parents.
- Coordinated settle days for new starters to facilitate smooth transitions.
Education
SVQ Level 2 - Business and Administration
Borders College
EdinburghSkills
- Customer Service
- Financial reporting
- Data Entry
- Regulatory compliance
- Due diligence execution
- Banking operations understanding
- Microsoft Office 365
- Verbal and written communication skills
Languages
English
Native
Portuguese
Intermediate
Timeline
AML Analyst - OKYC Operations | Client Services
Lloyds Banking Group
07.2023 - Current
Senior Business Customer Adviser
Lloyds Banking Group
07.2021 - 07.2023
Executive Assistant
Consensus Capital Group
11.2020 - 07.2021
Office Administrator
St Margaret's Nursery and Preschool
05.2019 - 11.2020
SVQ Level 2 - Business and Administration
Borders College
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