
I am a dedicated and customer focused individual with over twenty five years experience in customer service. Highly skilled in providing exceptional customer service and building strong client relationships to understand and meet their financial needs. I have a proven track record of surpassing sales, service and risk goals by identifying opportunities for customers to enhance their financial health in a safe way. I have been recognised for my excellent communication skills, attention to detail, and have a proactive approach towards client engagement.
I am used to managing high workloads and prioritising my day to work smart and achieve my goals.
Everyday can be different in my role and I am always willing to learn new skills or systems to improve how I work. I have currently been using, outlook, word, Teams, excel and multiple banking tools to complete my day to day tasks.
Having spent the last 21 years in retail banking I am passionate about helping vulnerable customers. Whether that's through emotionally challenging times like bereavements or financial difficulties, or helping with more complex issues that need problem solving. I am able to adapt my conversation style to best suit each individual customer. And feel strongly about connecting with customers in order to make them feel understood and at ease.
I am experienced in the banks bereavement process and trained to register bereavements and deal with queries related to that process. I take instructions daily in mandate changes, power of attorney applications and customer queries. I am in regular contact with our banks protection and financial difficulties team. In order to best support and protect the banks customers.