Summary
Overview
Work history
Education
Skills
Accomplishments
Affiliations
Custom
References
Timeline
Generic
Isla Williams

Isla Williams

Bridgend,Mid Glamorgan

Summary

Results-driven professional with expertise in complaint management, budget oversight, and strategic planning. Demonstrates advanced IT literacy and proficiency in data analysis to optimise processes and enhance performance monitoring. Skilled in team leadership, delegation mastery, and relationship management, fostering accountability and customer focus. Adept at risk mitigation, health and safety compliance, and financial reporting to ensure operational excellence. Committed to leveraging process improvement capabilities to achieve organisational goals while maintaining professionalism and time efficiency.

Overview

16
16
years of professional experience
2026
2026
years of post-secondary education

Work history

Community Delivery Manager

Evri
Bridgend, Mid Glamorgan
09.2021 - Current
  • Coordinated scheduling for efficient utilisation of vehicles and drivers throughout shifts.
  • Implemented quality control measures for ensuring the safety of delivered goods.
  • Streamlined delivery operations by implementing efficient route planning strategies.
  • Showcased exceptional leadership skills when guiding teams during high-pressure situations leading to successful outcomes.
  • Demonstrated problem-solving abilities when dealing with unexpected circumstances such as vehicle breakdowns or traffic disruptions ensuring minimal impact on scheduled deliveries.
  • Utilised advanced tracking systems to monitor real-time location of delivery vehicles resulting in improved transparency and customer satisfaction.
  • Determined team priorities and implemeted KPIs to achieve project goals.
  • Evaluated team performance and highlighted opportunities to improve productivity and efficiency.
  • Delegated tasks efficiently to maximise productivity.
  • Facilitated staff training, resulting in better customer service.
  • Enforced safety regulations to reduce workplace accidents.
  • Implemented cost reduction measures, reduced overhead expenses.
  • Led performance reviews, identified areas for improvement.
  • Maintained smooth-running business operations by delegating priorities to staff abilities.
  • Coordinated hiring, recruitment and training strategies to build successful administrative team.

Customer Resolutions Adviser

Evri
03.2020 - 09.2021
  • Generated increased client confidence to invest in complex financial products.
  • Provided estate planning advice; guided clients through intricate legal processes.
  • Achieved a higher level of efficiency with meticulous scheduling and organisational skills.
  • Devised comprehensive retirement plans tailored to meet individual client needs.
  • Delivered presentations on financial planning strategies leading to informed decision making by clients.
  • Ensured compliance with regulatory requirements, enhancing the company's reputation in the industry.
  • Collaborated effectively with colleagues, fostering a positive work environment.

Complaint Manager

Lloyd’s Banking Group
01.2011 - 03.2020
  • Improved complaint resolution efficiency by streamlining processes.
  • Analysed trends in customer feedback for continuous improvements in products or services.
  • Utilised CRM systems to manage, track and report on all complaints, ensuring transparency in process.
  • Conducted regular team meetings, fostering open communication and problem-solving discussions.
  • Collaborated with PR department to manage brand reputation during major complaints fallout.
  • Reviewed regulatory obligations regularly to ensure compliance while resolving complaints.
  • Decreased complaints backlog for improved customer satisfaction.
  • Liaised between customers and internal teams to expedite problem solving-improving turnaround times.
  • Trained new employees on complaint handling procedures, enhancing service quality.
  • Resolved customer disputes by liaising with relevant departments.
  • Worked closely with the legal team during sensitive complaint cases-safeguarding company interests.
  • Developed and implemented complaint procedures to ensure prompt resolutions.
  • Maintained an organised record of all complaints and responses, promoting accountability amongst staff members.
  • Actioned customer feedback to promote continued service improvement.
  • Briefed and motivated staff to deliver daily operational requirements.
  • Forecasted long-term business objectives.
  • Monitored industry trends, adapting services to suit consumer demand.
  • Stored transaction information securely for thorough financial reference.

PPI Complaint Manager

Lloyd’s Banking Group
10.2011 - 01.2012
  • Utilised CRM systems to manage, track and report on all complaints, ensuring transparency in process.
  • Resolved customer disputes by liaising with relevant departments.
  • Mediated in high-stake cases to resolve complex issues amicably.
  • Devised tailored solutions to unique customer problems for increased satisfaction rates.
  • Conducted regular team meetings, fostering open communication and problem-solving discussions.
  • Analysed trends in customer feedback for continuous improvements in products or services.
  • Reviewed regulatory obligations regularly to ensure compliance while resolving complaints.
  • Maintained an organised record of all complaints and responses, promoting accountability amongst staff members.
  • Collaborated with PR department to manage brand reputation during major complaints fallout.

Telephone Banking Adviser

Lloyd’s Banking Group
01.2009 - 10.2011
  • Advocated for ethical finance practices within the company; instilled trust among stakeholders.
  • Delivered presentations on financial planning strategies leading to informed decision making by clients.
  • Initiated routine check-ins with clients, maintaining high levels of service delivery.
  • Regularly updated knowledge about changing market trends to offer up-to-date advice to clients.
  • Provided estate planning advice; guided clients through intricate legal processes.
  • Streamlined communication processes, improving team coordination.
  • Resolved complex financial issues, contributing to overall customer satisfaction.
  • Developed actionable steps for portfolio diversification, bringing about healthier investments.
  • Ensured compliance with regulatory requirements, enhancing the company's reputation in the industry.
  • Achieved a higher level of efficiency with meticulous scheduling and organisational skills.
  • Generated increased client confidence to invest in complex financial products.
  • Established strong relationships with clients for improved business partnerships.
  • Implemented an effective feedback system, ensuring continual service improvements.
  • Advised clients in person, over phone and in writing to deliver top service and optimum strategies.
  • Counselled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
  • Completed regular and ongoing reviews of client portfolios and created targeted, success-orientated advice.
  • Collaborated cross-functionally with different departments to achieve business and customer goals.

Education

Apprenticeship Customer Services NVQ Level 2 & 3 -

Lloyds Banking Group

A-Level - English, History, Religious Studies

Ynysawdre Comprehensive School
01.1989 - 01.1991

GCSE’s - English, Welsh, History, Drama, Geography

Ynysawdre Comprehensive School
01.1989 - 01.1991

Diploma of Higher Education - Mental health nursing

University of South Wales
Pontypridd
09.1991 - 09.1994

Skills

  • Complaint Management
  • Budget management competency
  • Process improvement capabilities
  • Delegation mastery
  • Constructive feedback
  • Customer focus
  • Risk mitigation
  • Performance monitoring
  • Advanced IT literacy
  • Time efficiency
  • Health and Safety Compliance
  • Customer Service
  • Team Leadership
  • Financial reporting
  • Strategic planning
  • Data Analysis
  • Professionalism
  • Relationship management
  • Accountability

Accomplishments

  • Methodically worked my own case load of Credit card, Internet Banking, Savings and Current account complaints by letter, e mail, web chat and SMS messaging across 3 banks, Lloyds, Halifax and Bank Of Scotland.
  • Successfully took telephone calls from colleagues from telephone Banking and branch and resolved complaints often at first point of contact. If a customer requested, I would complete a final written response for them to gain further advice or assistance from the Financial Ombudsman Service.
  • Stepped up and deputised for my Senior Manager when required.
  • Singlehandedly designed and delivered creative learning huddles to ensure the key messages where brought alive and understood, which were showcased in departmental results.
  • Proven track record in analysing MI data and risks and put together professional business proposals to improve processes within the team.
  • Instrumental in identifying any learning or development gaps within the team and proactively seek out opportunities to improve and develop colleagues.
  • Developed a strong understanding of Root Cause Analysis and its application to identify the reasons why complaints occur and to ensure preventative measures are incorporated.

Affiliations

  • Gardening
  • Reading
  • Cleaning

Custom

Available on request.

References

References available upon request.

Timeline

Community Delivery Manager

Evri
09.2021 - Current

Customer Resolutions Adviser

Evri
03.2020 - 09.2021

PPI Complaint Manager

Lloyd’s Banking Group
10.2011 - 01.2012

Complaint Manager

Lloyd’s Banking Group
01.2011 - 03.2020

Telephone Banking Adviser

Lloyd’s Banking Group
01.2009 - 10.2011

Diploma of Higher Education - Mental health nursing

University of South Wales
09.1991 - 09.1994

A-Level - English, History, Religious Studies

Ynysawdre Comprehensive School
01.1989 - 01.1991

GCSE’s - English, Welsh, History, Drama, Geography

Ynysawdre Comprehensive School
01.1989 - 01.1991

Apprenticeship Customer Services NVQ Level 2 & 3 -

Lloyds Banking Group
Isla Williams