JOE SORRELL
Taunton,Somerset
Summary
An analytical, organised and critical thinker who can offer a unique approach to problem solving. Expertise in building strong relationships with clients, discussing personal finances regarding wealth and mitigating debt. Experience in adhering with financial compliance regulations, data protection and minimising risk. Highly educated, holding a masters degree from a top 10 UK university and bachelors (Digital Marketing), currently completing a Diploma in Financial Advice.
Overview
4
4
years of professional experience
3
3
years of post-secondary education
Work history
Money Confidence Expert (Enhanced Teller)
TSB Bank
Minehead, Somerset
2023.12 - Current
Responsible for assisting personal customers and businesses with their finances, going above and beyond to ensure consumer satisfaction. Provided tailored solutions to customer problems on a day-to-day basis i.e. offering re-finance loans to those struggling with high interest credit card debt. Delivered on key business objectives such as the adoption of digital banking - consistently being the top performer in the branch, entrusted to track branch KPI’s i.e. number of appointments fulfilled, digital performance.
Sales Assistant
River Island
Bristol
2022.10 - 2023.08
Responsible for managing stock and deliveries. Interacted with customers on a day-to-day basis, always ensuring an exemplary service was provided.
Research Assistant (2 projects)
Brunel University London
London
2022.05 - 2022.09
Responsible for managing stock and deliveries. Interacted with customers on a day-to-day basis, always ensuring an exemplary service was provided.
Education
Diploma for Financial Advisors (DipFA) - Finance
Walbrook Institute London
2026.05 -
Master of Science - Digital Marketing
University of Bristol
Bristol 2022.09 - 2023.06
Bachelor of Science - Marketing
Brunel University London
London 2019.09 - 2022.05
Skills
- Video banking experience
- CRM and Banking systems experience
- Financial compliance experience
- Financial data analysis
- Appointment scheduling and diary management
Accomplishments
- Awarded the IDM certificate in ‘Digital and Data driven marketing’ by the DMA.
- Completed the ECDL computing course with a distinction grade.
- Competed in a marketing challenge hosted by Chelsea FC, successfully led a small team in proposing a new social media marketing proposal to club staff.
- Led a team in an event hosted by QI Digital, which involved creating a hypothetical start-up project around accommodating payments through cryptocurrency. My team placed second in the standings.
Timeline
Diploma for Financial Advisors (DipFA) - Finance
Walbrook Institute London
2026.05 -
Money Confidence Expert (Enhanced Teller)
TSB Bank
2023.12 - Current
Sales Assistant
River Island
2022.10 - 2023.08
Master of Science - Digital Marketing
University of Bristol
2022.09 - 2023.06
Research Assistant (2 projects)
Brunel University London
2022.05 - 2022.09
Bachelor of Science - Marketing
Brunel University London
2019.09 - 2022.05