Summary
Overview
Work history
Education
Skills
Timeline
Generic
Helen  James

Helen James

Poole,Dorset

Summary

Driven professional with talent for operational leadership, team management and attention to detail.

Strong problem solving skills and strategic planning to optimise team performance and achieve operational excellence whilst maintaining focus on the customer/ stakeholder experience.

Trusted and conscientious individual working for Barclays for 30 years covering financial services, counter and cash management and operations.

Overview

31
31
years of professional experience

Work history

Operational Team Leader

Barclays
Dorchester, Dorset
2024.07 - Current
  • Improved team efficiency by implementing new operational strategies.
  • Drove process improvement initiatives, resulting in operational excellence.
  • Organised regular team meetings to enhance communication and collaboration.
  • Mitigated potential risks by enforcing strict compliance guidelines.
  • Built strong relationships with stakeholders for increased collaboration and understanding.
  • Managed day-to-day operations, ensuring smooth workflow, serving customers and covering banking hall, counter and cash positions, balancing and maintaining self service machines.
  • Promoted positive work culture with clear communication and transparency.
  • Achieved high customer satisfaction ratings through efficient team engagement.
  • Fulfilled key performance targets
  • Balancing and maintaining accuracy in reconciliation of accounts, cash handling, including foreign and sterling.
  • Dealing with complaints and supporting vulnerable customers.

Operations Manager

Barclays
Ringwood, Hampshire
2019.07 - 2024.07
  • Analysed performance metrics, identified areas for improvement in operations management.
  • Devised operational policies for regulatory compliance and best practices adherence.
  • Led teams to achieve business objectives on time and within budget constraints.
  • Created collaborative work environments for positive team dynamics.
  • Encouraged innovative thinking in the team, fostered an environment of growth and development.
  • Organised financial and operational data to help with yearly budgeting and planning.
  • Supported customers in banking hall, counter and cash positions, balancing and daily cash requirements.

Counter Manager

Barclays
Poole, Dorset
2003.04 - 2019.06
  • Handled complex transactions skillfully , minimising errors and reducing waiting time for customers.
  • Resolved customer complaints effectively, fostering improved customer relations.
  • Handled daily administrative duties efficiently resulting in organised workflow.
  • Trained new staff members, improving overall team performance.
  • Enhanced customer satisfaction by providing excellent service.
  • Ensured accurate cash handling resulting in balanced accounts at the end of shifts.
  • Built strong relationships with customers for repeat business.
  • Followed company policies and procedures, ensuring compliance at all times.
  • Processed cash, cheque, credit and debit payments accurately and efficiently, minimising till discrepancies.
  • Leading a team, undertaking 121’s, quarterly reviews and performance management.
  • Managing attendance, sickness records and holiday allocation.

Financial Services Assistant

Barclays
Poole, Dorset
1995.09 - 2003.03
  • Dealing with share transactions, treasury deposits, securities including deeds/land registry and bereavement cases.
  • Processing accurate and time critical transactions.
  • Point of reference for solicitors for bereavement cases, inheritance tax loans and bridging loans.

Education

A-Levels -

Corfe Hills School
Poole
06.1995

Skills

  • Efficient scheduling
  • Resource allocation
  • Root cause analysis technique
  • Performance management experience
  • Operational oversight
  • Quality assurance standards
  • Change implementation
  • Motivational leadership
  • Time efficiency
  • Health and Safety Compliance
  • Customer Service
  • Communication skills
  • Team Leadership
  • Attention to detail
  • Cash management

Timeline

Operational Team Leader

Barclays
2024.07 - Current

Operations Manager

Barclays
2019.07 - 2024.07

Counter Manager

Barclays
2003.04 - 2019.06

Financial Services Assistant

Barclays
1995.09 - 2003.03

A-Levels -

Corfe Hills School
Helen James