Katherine Liddell
Husthwaite
Summary
Personal Profile and Attributes: I consider myself to be proactive, enthusiastic, hardworking and a tenacious individual who has a diligent work ethic and the drive “to go the extra mile”. I am willing to work to achieve the requirements of the business and take the initiative in identifying new opportunities in the market place. I thrive under pressure and relish the opportunity to challenge myself and I am very focused on continuing to develop and learn new skills. I am able to adapt to many different environments, situations and personalities in order to achieve my objectives at varied levels. I am methodical with regards to approaching tasks, work well in a team and feel very able to join or lead a group assertively and confidently. I am able to influence other working parties and clients to maximise opportunities. I demonstrate excellent social skills and business acumen which enables me to speak to and work with key management, decision makers and shareholders. My interpersonal skills are of a high degree as I enjoy working with clients and colleagues to achieve the highest result and service levels possible. Focused Sales Consultant well-known for providing exciting product demonstrations and convincing leads to purchase. Detailed, quick-paced and true team player. Pursuing new sales-driven role with opportunity to apply hardworking attitude and dedicated nature. Driven commercial sales professional with demonstrable experience in retail, wholesale and industrial sales. Builds outstanding client rapport for increased spending and repeat business. Uses in-depth knowledge of evolving market trends to continuously meet consumer needs. To seek and maintain part-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
27
27
years of professional experience
Work history
Sales Finance & Procurement Manager
Daniel Gath Homes Ltd
Easingwold, North Yorkshire
02.2021 - Current
- Liaised with senior officers to ensure ongoing quality assurance programme integrity.
- Generated daily operations reports, presenting findings to key stakeholders and identifying targeted improvements.
- Controlled cost of goods and managed terms and business planning with supplier base for improved profitability.
- Built relationships for increased engagement and partnerships across supplier base.
- Negotiated contracts and terms successfully, delivering cost and operational efficiency for group.
- Managed supplier base, developing joint business plans for improved profitability, product and service levels.
- Advised and guided management teams on decision-making, enabling cost-effective tendering processes.
- Sourced and verified quotations from suppliers before initiating purchase processes.
- Worked with department heads to determine requirements for procurement activities.
- Analysed and developed procurement plans with cost-effective solutions and increased purchase power.
- Overhauled existing systems to increase accuracy, reducing costs and waste.
- Administered expenditure, preventing budget overages with successful control strategies.
Corporate Relationship Manager
HSBC Bank Middle
Qatar
10.2008 - 10.2013
- Applied regulatory expertise to develop compliant policies and processes.
- Achieved set KPIs with help from team leader and managers.
- Identified and implemented customer service and complaint handling advancements.
- Educated customers about company products, services and special offers.
- Kept track of current and potential clients needs to recommend new applicable products and services.
- Reviewed client files to identify opportunities for cross selling.
- Studied local market, identified potential opportunities and informed sales team to follow up.
- Liaised between customers, staff and stakeholders to maintain constructive communications.
- Assessed current processes to maximise opportunities for customer satisfaction.
- Met Service Level Agreements through strategic planning and workload management.
- Maintained detailed knowledge of company offerings to recommend appropriate products to clients.
Business and Sales Consultant
KEL Consultancy
Easingwold, North Yorkshire
02.2017 - 02.2021
- Business and sales consultant supporting a handful of local businesses with their business, sales and finance requirements.
- Identified prospect needs and offered appropriate products and services.
- Applied exceptional customer service skills across all sales channels to engage prospects.
- Listened to customer problems, objections and concerns, offering tailored solutions.
- Upheld brand values throughout sales process to differentiate company from competitors.
- Delivered outstanding after-sales care through regular communication with customers.
- Broadened customer bases to meet demanding sales territory targets.
- Proactively contacted prospective customers to increase sales.
- Sold range of goods, equipment, supplies and related services to various establishments.
- Adapted sales pitches and presentations to meet bespoke customer requirements.
- Provided clear, accurate quotes and estimates to prospective clients.
- Kept clear, detailed customer records to maximise future sales opportunities.
- Built rapport with new and existing customers to boost client retention.
- Grew repeat customer spending through regular updates on new products and services.
- Increased new business through strategic networking and cold calling.
- Understood market conditions, responding to fluctuations impacting sales.
- Demonstrated products to encourage purchases by showcasing features and benefits.
Account Director
OpenTable Ltd
London
01.2014 - 01.2016
- I was the Account Director for the North East territory reported to the UK Area Manager, This territory was a new business development position for OpenTable and I was responsible for generating revenue through selling OpenTable technology solutions to restaurants across the North East region
- As Account Director I was responsible for developing new sales plans for each and every prospect, assessing prospect readiness, auditing existing prospect processes and identifying new opportunities for improvement with OpenTable solutions, this was achieved in a fast-paced environment
- I sold the value of OpenTable products to prospective restaurants by articulating how our solutions would meet their needs and improve their business processes
- This was accomplished through cold calling to secure first appointments, consultative selling and group presentations
- I had aggressive targets and exceeded monthly, quarterly and annual sales objectives
- I had a sound understanding of the value of OpenTables products and pricing as well as competitive offerings and I articulated the product benefits in a manner meaningful to each individual customer/restauranteur
- Key Deliverables:
- Successful at building new, strong, effective & long lasting relationships with restauranteurs
- Presented to existing and potential clients through direct communication in face to face presentations, meetings and telephone calls
- Implementation of OpenTable technology and delivering solutions to meet restauranteurs business requirements
- Built on OpenTable's growth plans in terms of number of new restaurants using OpenTable technology, visibility on the network and profitability with a clear view in executing the business
- Capitalised on existing strengths and coordinated client delivery and service issues internally within OpenTable by liaising effectively with various other departments and organisations
- Adhered to internal and external policies and regulations
- Proven track record of the regional markets in terms of new restaurants, competitors, market changes and conditions
- Strong knowledge of B2B sales
- Met and exceeded sales targets
- Several years of field sales experience
- Solid knowledge of restaurant operations and marketing
- Sound experience of using Salesforce.com and MS-office skills
- Competitive, tenacious, enthusiastic and results-driven and detail-oriented
- Excellent time-management and organisational skills
- Excellent written and oral communication skills, with proven negotiation and decision-making ability
- Self-motivated and the ability to perform well under pressure and against challenging goals and deadlines in an entrepreneurial/start-up environment
- I am very passionate about restaurants and this specific industry
- I have a sound knowledge and understanding of how restaurants operate and what I could do to support them in working smarter and becoming more successful.
- Delivered high level of service to clients to maintain relationships for future business opportunities.
- Presented compelling business pitches with high success rate.
- Collaborated with creative teams to design impactful campaigns.
- Pursued new leads each month to reach targeted quota.
- Documented sales, customer interactions and concerns to generate updates for senior management.
- Determined strategic direction of organisation based on industry knowledge and market research.
- Researched and applied proven marketing techniques to drive sales.
- Monitored competitor activities, responding creatively to maintain relevancy and competitive edge.
Corporate Relationship Bank Manager
HSBC Bank Middle
01.2009 - 04.2013
- I have 5 years experience as a Corporate Relationship Manager for HSBC Bank with significant exposure to dealing with Global, Private and Government owned entities
- I was responsible for managing and developing a corporate borrowing and non-borrowing portfolio
- I managed a portfolio of circa 180 top tier clients consisting of high net worth global relationships of a diverse business nature within Corporate Banking
- I achieved assigned financial and non-financial targets in compliance with established credit policies, procedures, and standards
- My key focus areas were credit facilities, portfolio income specifically liability and asset growth, client relationships are key through initiating new to bank relationships, active cross selling and business retention by providing an excellent level of client service and support
- I have an extensive knowledge of business operations and banking services which enables me to carry out effective relationship management and cross selling of other bank related products and services
- I have a thorough understanding of clients short and long term banking requirements, taking into account the banks local and international capabilities
- My ability to work with and influence people of different cultures was crucial, and my willingness to embrace and deliver the bank strategy, vision and values was evident
- I personally built a wide range of personal connections within the local market as a resource pool for business development
- Key Deliverables:
- Successful at building and maintaining strong, effective & long lasting relationships with corporate clients to ensure the timely provisions of corporate services and products
- Present to existing and potential clients through direct communication in face to face meetings and telephone calls
- Prepare comprehensive and concise credit proposals
- Prepare financial analysis and cash flows
- Implementation and delivering solutions/products to meet client's financial and business requirements
- Build on the Bank's growth plans in terms of assets and profitability with a clear view in executing the business
- Capitalise on existing strengths and coordinate client delivery and service issues internally within the organisation by liaising effectively with various other departments and organisations e.g
- Operations, Treasury, Credit, Retail, Private Banking...etc
- Adhere to local, global, internal and external policies
- Keep a track of the markets, region and economies in terms of pricing, products and market changes and conditions
- Additional Roles and Responsibilities: (alongside current Corporate RM Role): Department Compliance Role - “Business Money Laundering Compliance Officer” (BMLCO)
Barclays Business Manager
Barclays Bank PLC
10.2006 - 12.2008
Area Business Banking Relationship Manager
Barclays Bank PLC
York
07.2006 - 10.2007
- Years experience as a Business Relationship Manager for Barclays Bank managing a portfolio of around 150 SME clients covering 4 branches within in the North and East Yorkshire district
- My key focus was to meet assigned financial and non-financial targets by increasing portfolio income specifically concentrating on liability and asset growth, client service excellence and support, initiating new to bank relationships, active cross selling and business retention
- Key Deliverables:
- Successful at building and maintaining strong, effective & long lasting relationships with Business Banking clients to ensure the timely provisions of corporate services and products and implementation and delivering solutions/products to meet client's financial and business needs
- In-depth understanding of the commercial challenges faced by local businesses
- Prepare financial analysis and cash flows
- Prepare comprehensive and concise credit proposals for annual credit reviews and prospect clients
- Present to existing & potential clients through direct communication in face to face meetings and telephone calls
- Implementation and delivering solutions/products to meet client's financial and business needs
- Build on the Bank's growth plans in terms of assets and profitability with a clear view in executing the business strategy
- Adhere to local, global, internal and external policies.
Assistant Manager
10.2005 - 06.2006
- There was a gap in my employment from, , the reason for this was because my husband and I took a sabbatical and travelled the world, we travelled many countries such as Thailand, Cambodia, Vietnam, Laos, Singapore, Australia, New Zealand, Malaysia, Fiji and Hawaii.
Senior Personal Finance Banker
Household Bank/Beneficial Finance
York
02.2003 - 10.2005
Squash Coach
The Document Bureau Ltd, Xerox
York
03.1998 - 02.2003
Telesales Executive Leading to Executive Manager
Colonnade Insurance Brokers
York
07.1996 - 10.1996
Education
1996
English Literature C English Language C Business Studies C Maths C Science C Science C Religious Education D Spanish D Art and Design F
Skills
- IT Literacy:
- Microsoft, word, excel, PowerPoint presentations & Lotus Notes
- Communication: This is a key skill required in my current role, communication styles have to be adapted depending on the type of business and individual
- Negotiation: This is a key strength and I am capable of presenting myself with the assertion to win confidence of internal colleagues and external clients at all levels
- Excellent Organisation/ Time Management: I am able to break down large processes in to smaller tasks and activities to provide a focus on specific details critical to success
- Creativity: I approach tasks with the ability to develop and apply creative, workable solutions I take an innovative and dynamic approach to tasks; I think beyond conventional boundaries and integrate creative thinking/ideas into the work place
- Open: honest and transparent
- Connected: Connected to clients and colleagues, locally and throughout other geographies and jurisdictions
- Dependable: Fulfilling and striving to do the right thing for the bank and its clients
- Sales closing techniques
- Product and service knowledge
- New business generation
- Referral strategies
- Product demonstrations
- Payment processing
- Sales and marketing
- Customer oversight
- Product and service demonstration
- Consultative sales
- After-sales customer service
- Account-based marketing (ABM)
- Sales territory management
- Field sales visits
- Property/Development product knowledge
Accomplishments
- Ensured compliance with the Money Laundering Deterrence Program, Group Policy and Procedures as well as local Anti-Money laundering (AML) legislation and regulations including Qatar Central Bank, HSBC internal and external regulations
- Assisted Management in their responsibility for complying with all relevant anti-money laundering (AML) regulations and Group standards, including the implementation of compliance policy and procedures in respect of the business area
- Monitor adherence to AML procedures and controls
- In particular, monitor changes to business practices and products to ensure that AML procedures and controls are adequate to cover them
- Supported the bank in implementing anti-money laundering policies and procedures, ensuring an adequate understanding of all relevant anti-money regulations applicable to the business and generally assisting with the resolution of related compliance problems and queries
- Pro-actively assisted management in identifying and containing compliance risk; monitoring, reporting and certification; fostering a compliance culture and optimising relations with Regulators
- Conducted quarterly BMLCO training to the business department by means of cascading Compliance related information and requirements within the business unit to ensure AML related requirements are incorporated into operating procedures
- Completed semi annual and annual Special Category Client reviews for the Corporate Banking Department
- Maintenance of a BMLCO Department Instruction Manual which is reviewed and updated regularly
- Achieved satisfactory Anti Money Laundering Audit rating
- Implemented anti-money laundering policy and procedures, ensuring an adequate understanding of all relevant anti-money regulations applicable to the business and generally assisting with the resolution of related compliance problems
- Reported all material and significant breaches or potential breaches of AML regulations and Group standards
- Acted as a central point for the receipt and validation of Money Laundering Suspicious Reports (MLSRs) within the business unit
- Submitted the completed MLSRs to the Money Laundering Control Office (MLCO) & maintained an electronic format with access appropriately controlled, retained and regularly backed-up STR register
- Department Business Information Risk Officer (DBIRO):
- I was responsible for ensuring that Information Risk (IR) is consistently and appropriately managed within my line of business (Corporate Business Banking) by:
- Undertaking Information Security consultation - This is undertaken on both an ad hoc and organised basis and is vital for ensuring that information security controls are appropriate to the business
- Supported the implementation of primary ISR controls - This involved supporting the implementation of several large ISR projects including:
- Training and Awareness
- Information Classification
- Securing Information (Storage, Transfer, Use, and Disposal)
- Secure Email/Email Monitoring
- Incident Management
- End User Computing (EUC)
- Remote Working
- Third Party Risk Governance
- Securing Third Party Data Transfers
- Access Management
- Engaged business/department management to ensure ownership and remediation of internal/external audit and regulatory requirements pertaining to information security
- Participated in all relevant conferences and meetings within the BIRO and ISR structure
Interests
Interests and Hobbies:, I enjoy going to the gym and I am the social secretary for David Lloyd Gym. I enjoy most sports especially squash which I play regularly at a good standard. I have represented England in the past as well as my home county “Yorkshire”. As well as keeping active I love the theatre and cinema and I have a great passion for travelling.
Languages
English
Native
Timeline
Sales Finance & Procurement Manager - Daniel Gath Homes Ltd
02.2021 - Current
Business and Sales Consultant - KEL Consultancy
02.2017 - 02.2021
Account Director - OpenTable Ltd
01.2014 - 01.2016
Corporate Relationship Bank Manager - HSBC Bank Middle
01.2009 - 04.2013
Corporate Relationship Manager - HSBC Bank Middle
10.2008 - 10.2013
Barclays Business Manager - Barclays Bank PLC
10.2006 - 12.2008
Area Business Banking Relationship Manager - Barclays Bank PLC
07.2006 - 10.2007
Assistant Manager -
10.2005 - 06.2006
Senior Personal Finance Banker - Household Bank/Beneficial Finance
02.2003 - 10.2005
Squash Coach - The Document Bureau Ltd, Xerox
03.1998 - 02.2003
Telesales Executive Leading to Executive Manager - Colonnade Insurance Brokers
07.1996 - 10.1996
All Saints RC School - ,
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