Jacques Reid
Northampton,Northamptonshire
Summary
Resilient customer focused professional with 14 years experience building trusted long term relationships. Experienced in listening to individual needs, resolving problems, managing expectations and proving clear, compassionate support within highly regulated environments. Known for integrity, patience and a genuine commitment to support individuals. Energetic employee well-versed in strong communication and organisation skills. Seeks solutions to problems and applies extensive analytical knowledge to findings. Adept at multi-tasking, leading group discussions and managing projects.
Transitioning from financial and advisory backgrounds to focus on customer advocacy within a supportive environment. Equipped with strong emotional intelligence, regulatory understanding, and a genuine moral compass dedicated to helping people thrive. Now looking to bring these strengths into a people-focused role where excellent customer service and making a meaningful difference are at the heart of the organisation.
Overview
6
6
years of post-secondary education
14
14
years of professional experience
Work history
Client Executive
Bhangals Construction Consultants
Northampton, Northamptonshire
2026.03 - Current
- Acted as primary point of contact for clients, providing tailored daily support and addressing queries with empathy.
- Organised and led client appointments and communication channels, enhancing long-term loyalty through responsive, customer-first service.
- Consulted with individuals and developers to address unique, complex project needs, fostering trust as a reliable problem-solver.
Mortgage & Protection Adviser
Lloyds Banking Group
London
2018.10 - 2026.03
- Collaborated within specialist high value lending team to support wealth clients with borrowing needs exceeding £500k, ensuring tailored financial solutions.
- Evaluated individual personal and financial situations to identify tailored solutions, ensuring families were protected with appropriate safety nets within a strictly regulated environment.
- Provided trusted advice and support as the primary point of contact for clients navigating their largest financial and life purchases, guiding them through sensitive and major life transitions.
- Applied strong problem-solving skills to navigate and resolve complex cases, enhancing client satisfaction and confidence.
- Provided ongoing support post-completion, fostering long-term client relationships.
- converted complex customer requirements into clear, understandable options, building lasting trust and maintaining a strong moral and regulatory compass.
Client Relationship Manager
Nationwide Building Society
Northampton
2015.10 - 2018.10
- Developed strong relationships with key accounts, enhancing brand presence.
- Fostered client loyalty by maintaining regular contact, addressing concerns promptly.
- Negotiated contracts to secure long-term business partnerships.
- Resolved disputes effectively, preventing contract terminations.
- Handled escalated issues professionally, maintaining brand integrity at all times.
- Spearheaded team training sessions for enhanced customer service skills.
- Coordinated interdepartmental efforts, ensuring seamless service delivery.
Relationship Personal Banker
Santander
Northampton
2012.06 - 2015.10
- Delivered personalized banking services and built robust, supportive relationships to enhance overall customer satisfaction and foster long term relationships.
- Initiated cross-selling activities that contributed to increased business revenue.
- Maintained comprehensive knowledge of policies to provide accurate, transparent guidance to prospective and existing clients.
- Facilitated smooth account transitions, providing reassurance to clients in managing everyday finances.
- Applied financial product knowledge to enhance customer understanding.
Education
Higher National Diploma - Coaching, Development & Fitness
Moulton College
Northampton 2009.09 - 2011.07
Certificate Of Mortgage Advice & Practice
London Institute Of Banking & Finance
London 2018.10 - 2020.10
Certificate In Regulated Equity Release
London Institute Of Banking & Finance
London 2018.10 - 2020.10
Skills
Client retention
- Stakeholder engagement
- Regulatory adherence
- Case Ownership
- Customer care
Clear written & verbal communication
- Attention To Detail
- Building trust and rapport
- Active listening
- Empathy and emotional intelligence
- Youth leadership
- Case Ownership
- Attention To Detail
COMMUNITY & VOLUNTARY EXPERIENCE
- Lead and support a group of 8 children, creating a positive, inclusive and respectful environment for children aged 7.
- Build trusted relationships with children and parents from a diverse range of backgrounds.
- Act as a key point of contact for parents, managaing expectations and communicating sensitivity.
- Resolve disagreements and interpersonal issues calmly and fairly.
- Demonstrate patience, emotional intelligence, leadership and responsibility.
Timeline
Client Executive
Bhangals Construction Consultants
2026.03 - Current
Mortgage & Protection Adviser
Lloyds Banking Group
2018.10 - 2026.03
Certificate Of Mortgage Advice & Practice
London Institute Of Banking & Finance
2018.10 - 2020.10
Certificate In Regulated Equity Release
London Institute Of Banking & Finance
2018.10 - 2020.10
Client Relationship Manager
Nationwide Building Society
2015.10 - 2018.10
Relationship Personal Banker
Santander
2012.06 - 2015.10
Higher National Diploma - Coaching, Development & Fitness
Moulton College
2009.09 - 2011.07