Summary
Overview
Work history
Education
Skills
Timeline
Generic

Rebecca McLaren

Mid Calder

Summary

I am extremely customer orientated and strive to provide the best customer experience that I can. This is reflected in the work that I have completed and backed up by the strong customer feedback.

I proactively manage my diary and work load, so I can easily adapt to urgent requests without negatively impacting my work. I will actively seek training on processes that I need upskilled on, as this aids my day to day work but, it will also allow me to support colleagues in training and sharing best practices. I encourage feedback, both positive and constructive, as I feel this is a great way to develop myself.

It comes naturally to me being able to communicate with stakeholders and I feel like I create an approachable environment to allow colleagues to come to me for support.

I strongly believe that these attributes would make me the ideal candidate for the Customer Account Team Manager Role.

Overview

2027
2027
years of professional experience
1
1
year of post-secondary education

Work history

Key Account Case Owner

Business Stream
2025.03 - Current
  • Communicate with customers via telephone, email, and Teams to address queries and escalations.
  • Ensure compliance with industry regulations.
  • Deliver excellent customer service that encourages returning business.
  • Manage workload and adhering to SLAs contributing to teams targets
  • Adapt to prioritise urgent customer and stakeholder requests.
  • Focus on reducing credit balances, aged debt, long unread meters and unbilled sites.
  • Assist colleagues with complex queries and train new team members.
  • Building and maintaining relationships with stakeholders across the business.
  • Provide support for Dynamics 365.
  • Attended TechHer for Water training held by Microsoft.

Customer Service Advisor

Business Stream
2024.02 - 2025.02
  • Communicating with customers via telephone and email to effectively resolve their query
  • Providing support for all colleagues across the department as well as being point of contact for Huntswood
  • Delivery of the team engagement meetings
  • Entrusted with resolving more difficult and sensitive queries from managers
  • Case owning customer enquiries and prioritising actions to be carried out
  • Actively communicating in team meetings to provide positive and constructive feedback
  • Liaising with different teams to build up my network

Mortgage Assistant

Clydesdale & Yorkshire Bank
10 2020 - 2024.02
  • Providing heartfelt customer service by actively listening and taking ownership of customer queries & complaints
  • Daily use of Teams & Microsoft applications - Word, Excel, PowerPoint, Forms, Outlook
  • Agile working in daily role with deputising & analytical projects
  • Ensuring knowledge of communications & policies is kept up to date
  • Inbound & outbound calls, using Webchat as well as Outlook to respond to customer emails
  • Individual & team contribution to feedback, pilots, new procedures, training colleagues, achieving targets and completing daily work
  • Apply critical thinking to analyse problems, evaluate solutions and select best decisions in my daily role and as part of projects
  • Liaising with different departments
  • CV sifting & taking interview notes
  • Becoming a Subject Matter Expert for the new system as well as processes
  • Involved in Alpha, Beta & Gold reviews of training material
  • Liaising with stakeholders and providing constructive feedback with solutions
  • Managing and recording my own workload which contributed to the overall teams statistics

Customer Service Officer

Clydesdale & Yorkshire Bank
2014.03 - 2020.10
  • Providing heartfelt service & taking ownership of queries and complaints
  • Deputising and ensuring smooth running of the store
  • Ensuring the store is compliant by updating relevant documents, information trail
  • Personal study for CeMAP qualification to further my career into the mortgage department
  • Encouraging ways to increase the SMILE score
  • Performed cashier duties, including balancing and end-of-day banking
  • Mortgage Champion for the store encouraging sales and supporting customers and colleagues with mortgage queries
  • Liaising with other departments

Sales Assistant

Sports Direct
2010.09 - 2014.03
  • Providing excellent customer service
  • Stock management - preparing and completing stock audits, merchandising from set structure
  • Cash management including balancing tills, completing banking with Loomis and ensuring paperwork is accurate
  • Supporting other stores
  • Met KPI targets

Education

CF1 - UK Financial Services, Regulations & Ethics -

Charted Insurance Institute
Edinburgh

CF6 - Mortgage Advice -

Charted Insurance Institute
Edinburgh

HNC - Health and Exercise A

Stevensons College
Edinburgh
2011.08 - 2012.07

Skills

  • Strong communication skills
  • Friendly & approachable
  • Agile worker
  • Forward thinking and adaptable
  • Keep calm under pressure
  • Diligent and risk aware
  • Organised
  • Attentive learner & able to grasp new concepts quickly
  • Great time & diary management
  • Computer proficient

Timeline

Key Account Case Owner

Business Stream
2025.03 - Current

Customer Service Advisor

Business Stream
2024.02 - 2025.02

Customer Service Officer

Clydesdale & Yorkshire Bank
2014.03 - 2020.10

HNC - Health and Exercise A

Stevensons College
2011.08 - 2012.07

Sales Assistant

Sports Direct
2010.09 - 2014.03

Mortgage Assistant

Clydesdale & Yorkshire Bank
10 2020 - 2024.02

CF1 - UK Financial Services, Regulations & Ethics -

Charted Insurance Institute

CF6 - Mortgage Advice -

Charted Insurance Institute
Rebecca McLaren