Jane Watkins
Formby,Merseyside
Summary
Experienced professional skilled in managing administrative tasks and providing support to high end executives and customer services. I bring a strong work ethic, attention to detail, and excellent organisational skills to contribute to the success of a dynamic team.
Overview
30
30
years of professional experience
Work History
Wealth Adminisator
Barclays
Knutsford, Cheshire East
09.2023 - Current
- Coordinated Client Fund payments to external providers, demonstrating expectational planning and organisation skills.
- Handling sensitive information with discretion, ensuring compliance with data protection regulations and company policies.
- Conducted thorough data quality checks, rectifying inconsistencies and errors, thus maintaining high standards of data integrity.
- Established strong professional relationships with personal at multiple levels whilst remaining flexible to take initiative and meeting deadlines.
- Monitoring emails and correspondence, prioritising and responding on behalf of the executive to streamline workflow.
- Organised personal and professional calendars, including reminders and updates for upcoming meetings and events.
- Working with Microsoft Word and Google Docs to complete word processing tasks.
- Participated in team's meetings, contributing valuable insights and feedback for continuous improvement initiatives.
Complaint Handler
Barclays
Liverpool, Merseyside
01.2017 - 09.2023
- Investigated all aspects of complaints received thoroughly, leading to fair resolutions that were satisfactory for both parties involved.
- Negotiated with customers diplomatically to reach mutually agreeable solutions.
- Tracked all unresolved complaints, ensuring they were addressed at the earliest convenience.
- Adhered strictly to regulatory guidelines during all stages of complaint processing.
- Liaised with different departments for effective resolution of customer issues.
- Assured satisfaction by providing professional and empathetic responses to customers' concerns.
Personal banker
Barclays
Gloucester, Gloucestershire
05.2003 - 01.2017
- Bolstered customer satisfaction by providing bespoke financial advice.
- Promoted bank's products for increased sales and branch profitability.
- Streamlined banking procedures with efficient use of in-house software.
- Applied knowledge of financial products to improve customer understanding.
- Delivered excellent customer service to foster positive relationships.
- Assisted customers with loan applications, ensuring eligibility criteria met.
Barclayloan Advisor
Barclays
Liverpool, Mereyside
05.2002 - 05.2003
- Carried out day-to-day duties accurately and efficiently.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Successfully delivered on tasks within tight deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Offered friendly, efficient customer service and handled challenging situations with ease.
- Boosted brand reputation with demonstration of product knowledge.
- Increased sales through effective negotiation and persuasion techniques.
Sales advisor
First Choice
Salford, Manchester
09.1998 - 05.2002
- Delivered excellent customer service by addressing and resolving queries.
- Suggested suitable products to customers for enhanced shopping experience.
- Boosted brand reputation with demonstration of product knowledge.
- Established rapport with potential buyers to foster repeat business.
Cabin crew member
Thomas Cook Airlines
Manchester
09.1997 - 09.1998
- Enhanced passenger comfort by maintaining a clean and orderly cabin environment.
- Ensured safety regulations compliance for passenger security.
- Provided excellent service to passengers whilst ensuring their comfort and safety.
- Assisted with passenger boarding, luggage stowage, and seating arrangements for smooth flight operations.
Administrative assistant
Direct Holidays
Liverpool, Merseyside
05.1995 - 09.1997
- Coordinated office operations by handling phone inquiries, managing correspondence and supervising office cleanliness.
- Streamlined administrative processes for increased efficiency in the workplace.
- Expedited document filing system with a new, organised method.
- Managed front desk duties to ensure smooth operation of reception area.
Education
Btec Level 3 - Leisure and Tourism
Bankfield College
LiverpoolGCSEs - Maths, English, Science, Geography, Religious Studies
St Hildas, C of E High School
LiverpoolNVQ 2 Customer Services
City of Liverpool College
Liverpool01.1996
Skills
- Client relations
- Microsoft Office proficiency
- Organisational skills
- Attention to Detail
References
References available upon request.
Timeline
Wealth Adminisator
Barclays
09.2023 - Current
Complaint Handler
Barclays
01.2017 - 09.2023
Personal banker
Barclays
05.2003 - 01.2017
Barclayloan Advisor
Barclays
05.2002 - 05.2003
Sales advisor
First Choice
09.1998 - 05.2002
Cabin crew member
Thomas Cook Airlines
09.1997 - 09.1998
Administrative assistant
Direct Holidays
05.1995 - 09.1997
NVQ 2 Customer Services
City of Liverpool College
Btec Level 3 - Leisure and Tourism
Bankfield College
GCSEs - Maths, English, Science, Geography, Religious Studies
St Hildas, C of E High School
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