Summary
Overview
Work history
Education
Skills
Affiliations
Timeline
Generic

Kerry Southall

Oldbury,West Midlands

Summary

Currently looking for a new career. In a administration and organisation role. Having worked for a long time in Banking, Finance and Customer Service, as well as All aspects of management and Training. I have many transferable skills to bring with me. I love a challenge, so I always put 100% into all that I do. With a can do attitude, I am a good communicator, which has come from many years of working with the general public and with managing and training people from all walks of life. I am a reliable and trustworthy person. And truly believe that you should always remember you’re the face of the company, and give your Customers the best service possible, by finding out what they want and need. Treat people as you would like to be treated.

Organised and proactive individual with talent for multitasking and excellent communication skills. Demonstrates strong organisational abilities and keen attention to detail, ensuring tasks are completed accurately and punctually. Aims to provide exceptional support to enhance productivity and efficiency in Personal assist/ Administrative role.

Overview

32
32
years of professional experience

Work history

Customer service specialist

Coventry Building Society
Oldbury, Sandwell
10.2015 - Current
  • Delivered exceptional customer service by addressing client queries and concerns.
  • Follow the strict rules of Data protection.
  • Updating and creating files daily. Getting it right first time.
  • Dealing with customers Identification documentation.
  • Managed high-volume transactions for smooth workflow.
  • Ensured compliance with banking regulations whilst conducting daily operations.
  • Assisted customers to open, manage and optimise their bank accounts.
  • Handled cash deposits, withdrawals and payments for seamless transactions.
  • Provided financial information to customers, enhancing their financial knowledge.
  • Sorted incoming mail promptly, reducing clutter and improving organisation in the workplace.
  • Streamlined office operations by implementing efficient administrative procedures.
  • Record keeping system with attention to detail and thoroughness.
  • Processing daily weekly and monthly reports, for the branch resulting in accurate financial records maintained consistently.
  • Increased efficiency of document retrieval with a well-organised filing system.
  • Interacted with customers professionally by phone, email and in-person to deliver accurate service information.
  • Assist members with daily enquiries and addressed incoming correspondence to maintain timely responses.
  • Effectively managed incoming and outgoing mail.
  • Collaborated with different departments to maintain positive rapport
  • Photocopying scanning and printing.
  • Managed difficult situations for improved customer relations.
  • Maintained detailed records, ensuring accurate data management.
  • Participated in training sessions for professional development.
  • Worked as part of a team, improving communication skills within the workplace.
  • Ensured customer satisfaction by promptly addressing queries and concerns.

Personal Banker Retail

Barclays Bank
07.2008 - 11.2024
  • As personal banker, I was branch based and customer facing
  • I was accountable for delivering, excellent customer service, sales and transactional processing, and complaints handling
  • Sales of regulated and non regulated products, always keeping up to date/following sales processes that are in place
  • Working closely with team leader and other team members to achieve branch targets
  • Promoted bank's products for increased sales and branch profitability.
  • 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.
  • Suggested suitable insurance plans, promoting financial security to clients.
  • Resolved complex banking queries with professional demeanour and expertise.
  • Educated clients on digital banking services to simplify transactions.
  • Maintained strict confidentiality of customer information, adhering to data protection laws.
  • Verified documents for account opening processes, ensuring regulatory compliance met.
  • Stayed abreast of industry changes by attending relevant seminars and training sessions.
  • Initiated cross-selling activities to increase overall business revenue.
  • Promoted new financial products for enhanced investment scope.
  • Maintained up-to-date knowledge of legislation and policy changes.
  • Updated clients on new financial products for improved investment possibilities.
  • Built and carefully managed loyal, profitable client bases.
  • Supported clients in setting clear financial goals with plans to achieve them.
  • Translated financial jargon for complete client understanding.

Field Manager

Photo Corporation UK Ltd
Large Radius, Midlands (North and West). Wales
04.2004 - 06.2008
  • Company Overview: (Family Portrait photographers)
  • Mobile division
  • I had over 200 stores in my area made up of Boots Mothercare and Woolworths to name a few.
  • As well as Managing 26 members of our team, I was accountable for Maximizing contribution and turnover within my area
  • Key Responsibilities: Business Performance, Business Operations, Profit & loss, People Management & Motivation, Customer Service, Internal & External relations and Corporate Image, Health & Safety
  • Recruitment and Disciplinary.
  • Streamlined processes to improve and optimise office operations.
  • Conducted regular site inspections, ensuring adherence to company protocols.
  • Mitigated potential risks with thorough assessments of field activities.
  • Managed budgets to optimise resource allocation across all projects.
  • Coordinated logistics for all staff and promotions.
  • Implemented health and safety policies, creating a safer workspace for employees.
  • Devised contingency plans which minimised disruptions during unforeseen circumstances.
  • Handled customer complaints promptly, enhancing overall satisfaction rates.
  • Analysed data trends to inform strategic decision-making processes.
  • Facilitated team meetings regularly maintaining open communication channels within the team.
  • Established clear budgets and cost controls strategies to meet objectives.
  • Maintained smooth-running business operations by delegating priorities to staff abilities.
  • Led and managed administrative staff to maintain smooth daily operations.
  • Translated senior management directives into actionable front-line policies and implemented changes with staff.
  • Organised financial and operational data to help with yearly budgeting and planning.

Area Trainer

Photo Corporation UK Ltd
Many, Midlands (North and West) Wales
07.2000 - 03.2004
  • Company Overview: (Family Portrait photographers)
  • As an Area Trainer, I had a major influence over the success of the area
  • Delivering excellent training, one on one and group training by creating and running training seminars for staff in other area’s as well as my own
  • Key Responsibilities: New Employee training, ongoing training and motivation, Administration & Business Operations, Customer service, Internal & External Relations, Health & Safety
  • perform driving assessments for all new and old staff, as part of our risk assessments.
  • Prepared detailed training materials to improve team understanding of complex processes.
  • Developed regional training curriculum by analysing industry trends and employee feedback.
  • Assessed individual learning needs to tailor personalised training plans.
  • Developed effective training manuals, modules and teaching aids.
  • Held refresher courses and workshops to reinforce key concepts and skills.

Photographer/Sales person

Photo Corporation UK Ltd
09.1997 - 01.2000
  • Company Overview: (Family Portrait photographers)
  • As a Photographer/Sales person my primary focus was to provide good quality photographic portraiture, to encourage the area to exceed customer expectations of product and service
  • And ensuring the promotion exceeds/achieves it sales and contribution budgets
  • I was also trained as a resident trainer, to train new employees on my site
  • Key responsibilities: Customer service, Studio operations, Customer acquisition, External & Internal relations and Corporate image, Health & Safety
  • Travel to different towns for each promotion.

Assistant manager

Max Spielmann
Wolverhampton, West Midlands
05.1996 - 09.1997

Based in Wolverhampton, part time.

I was responsible for achieving sales targets by upselling to customers.

  • sales of photo developing, framing services and giving advice on films.
  • Staff rotas
  • Stock taking
  • I also working in other branches that were new to various towns, to give support and assist the branch staff with the administrative procedures and polices required in the new stores before opening.

Catering assistant/ Assistant manager

Andrew Muir
05.1993 - 02.1996
  • My Duties were preparation of food, serving customers, stock taking
  • Ensured freshness of ingredients by properly storing them according to food hygiene standards.
  • Managed inventory of catering supplies, reducing waste through efficient usage and ordering practices.
  • Maintained cleanliness of kitchen area to ensure health and safety regulations were met.
  • Assisted in the preparation of buffet services, enhancing event experiences for clients.
  • Handled cash transactions with customers, maintaining integrity and accuracy at all times.
  • In charge of business when manager not present

Education

GCSE’s - English, Math, Science, Music

Langley High School
Oldbury, West Midlands
01.1993 -

OSSIP - Office studies and information practice

Sandwell college
Sandwell
01.1991 - 01.1993

Skills

  • Customer Service
  • Administrative operations
  • Microsoft Office
  • Word/Excel
  • Data Entry
  • Email etiquette
  • Call handling
  • Self Management
  • Communication Skills
  • Training Coaching & Motivation
  • Performance, Discipline & Appraisals
  • Interview/Recruitment
  • Records management
  • Electronic diary management
  • Data Protection






References available on request


Affiliations

  • Spending time with My Family and Friends
  • Baking
  • Eating out/ Socialising
  • Movies, Documentaries. Comedy
  • I like visiting old Buildings. for the sense of nostalgia

Timeline

Customer service specialist

Coventry Building Society
10.2015 - Current

Personal Banker Retail

Barclays Bank
07.2008 - 11.2024

Field Manager

Photo Corporation UK Ltd
04.2004 - 06.2008

Area Trainer

Photo Corporation UK Ltd
07.2000 - 03.2004

Photographer/Sales person

Photo Corporation UK Ltd
09.1997 - 01.2000

Assistant manager

Max Spielmann
05.1996 - 09.1997

Catering assistant/ Assistant manager

Andrew Muir
05.1993 - 02.1996

GCSE’s - English, Math, Science, Music

Langley High School
01.1993 -

OSSIP - Office studies and information practice

Sandwell college
01.1991 - 01.1993
Kerry Southall