Grant Woodfield
Newport,Blaenau Gwent
Summary
An efficient, positive and versatile person with a range of transferable skills developed through customer facing employment and more recently over the phone using Santander's V screen technology.
I am goal-driven and successful in building a customer base and increasing revenue within a regulatory framework.
I do this by maintaining and developing a portfolio, maximising retention of existing clients and their holdings.
I can adapt effectively to range of working environments, through excellent organisations skills and helping my customers with their changing needs.
Overview
15
15
years of professional experience
7
7
years of post-secondary education
Work history
Senior Financial Advisor
Santander UK
Newport, Blaenau Gwent
07.2021 - Current
Financial Planning Manager
Santander UK
Newport, Blaenau Gwent
09.2018 - 07.2021
Select Relationship Manager
Santander UK
Pontypridd, Rhondda Cynon Taf
02.2015 - 09.2018
Personal Banker
Santander UK
Cardiff, Vale of Glamorgan
07.2011 - 02.2015
Cashier
Santander UK
Cardiff, Vale of Glamorgan
08.2008 - 07.2011
Education
GCSEs -
St John the Baptist High School
Aberdare, Rhondda Cynon Taf 09.2001 - 06.2006
A-Levels -
St John the Baptist High School
Aberdare, Rhondda Cynon Taf 09.2016 - 06.2019
Diploma of Higher Education -
Chartered Insurance Insititue
05.2021 -
Institute of Financial Services
04.2014 -
Skills
- Relationship building - At Santander I understand the importance of building strong relationships with my team and our customers It is important that my team is confident in me and trusts me to deliver, and for our customers to feel they can come to me with all of their banking needs
- Compliance - Extensive experience of operating in a highly regulated environment, successfully balancing the priorities of multiple individuals, regulatory bodies and the company through understanding and adhering to policies guidelines whilst meeting customer needs
- Management skills - My last two roles at Santander have been deemed as management roles Continuously coaching staff and being nominated for and partaking in Santander's talent program Allowing me to enhance my leadership skills and relay to the rest of my team
- Customer service - Outstanding customer service skills; consistently able to exceed customer expectations with extensive experience in customer facing roles, including building relationships with high net worth clients and providing sound financial advice
- Business skills & Commercial Awareness - Experience has included contributing to the development of business strategies, performance targets and the implementation of new initiatives within current role at Santander
- Sales & Account Management - Strong direct sales skills with a natural ability to build rapport with customers, establish their needs, offer solutions and close deals; also experience of managing portfolios of customer accounts
- Communication & Interpersonal - Communicates clearly and effectively at all levels using written, verbal and electronic media; capable of building lasting and productive working relationships with customers, stakeholders and colleagues
- Leadership & Teamwork - At Santander, recognised for taking an initiative to lead the team pro-actively through actively coaching and upskilling new members of the team; also selected for additional duties to promote teamwork, morale, staff engagement and communication between team members across multiple sites
Timeline
Senior Financial Advisor
Santander UK
07.2021 - Current
Diploma of Higher Education -
Chartered Insurance Insititue
05.2021 -
Financial Planning Manager
Santander UK
09.2018 - 07.2021
A-Levels -
St John the Baptist High School
09.2016 - 06.2019
Select Relationship Manager
Santander UK
02.2015 - 09.2018
Institute of Financial Services
04.2014 -
Personal Banker
Santander UK
07.2011 - 02.2015
Cashier
Santander UK
08.2008 - 07.2011
GCSEs -
St John the Baptist High School
09.2001 - 06.2006
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