I have over 30 years office experience from receptionist to call centre associate. Skills range from all administrative type roles which consist of having great communication skills. As well as having patience and being able to actively listen. Overall experience is very wide from general office duties and support senior members of staff. In that time I have completed SVQ Level 3 Modern Apprenticeship, Providing Financial Services at SCQF Level 6. This helps with the support to the newer colleagues from a training perspective, and additional support to my manager.
Overview
25
25
years of professional experience
1
1
year of post-secondary education
Work history
Loans Associate
Lloyds banking Group - Sainsburys Bank
Dunfermline , Fife
02.2014 - Current
First point of contact, when customer's call in to apply for personal loan or to service their existing accounts.
Customer complaints effectively resolve any issues within first point of contact.
Manage Team Managers Mailbox with complex cases, taking ownership and investigating and getting fixes in place.
Consistently exceeded service metrics through top-quality customer care.
In December 2017 Sainsburys moved away from Lloyds Banking Group, Expanded on product knowledge, now multi skilled on 3 products, Loans, Savings Online Banking help desk.
Have also been part of new starts training group giving them support on telephone and answering customer and system, product queries.
Always looking for ways to improve processes and sending Make it Better suggestions.
Secure messaging, which is another form of communication where customer can contact us via online banking to action any servicing requests..
Resolved conflicts and defused stressful situations with emotional intelligence.
Telesales agent
DM Design
Kirkcaldy, Fife
05.2012 - 11.2013
While working at DM design in telesales, I was required to call, general public about deals and offers on kitchens, bedrooms and bathrooms.
Cold-called customers from assigned contact lists to build new business and make appointments and obtaining details to make appointments to visit them.
Achieved daily performance targets of making 3 appointment within my 3 hour shift, aiding department progression towards sales goals.
I was also part of the aftercare team - This included helping customers with any issues or assistance with their new product(s).
Processed complaints professionally, seeking effective, timely solutions for continued customer satisfaction.
Answered customer enquiries with excellent customer service skills.
Sales agent
Anglian Home Improvements
Dundee, Dundee City
12.2012 - 01.2013
Warmly greeted customers to establish positive first impressions, using targeted door-to-door selling.
Demonstrated products to encourage purchases by showcasing features and benefits.
Identified prospect needs and offered appropriate products and services.
Applied exceptional customer service skills across all sales channels to engage prospects.
Built rapport with new and existing customers to boost client retention.
Demonstrated product features and functions to engage potential customers.
Kept product knowledge up-to-date by attending regular training to deliver reliable information with confidence.
Recruitment consultant
Search: Recruitment Consultancy
Dunfermline, Fife
02.2012 - 05.2012
Interviewing potential candidates for positions at Sky and Tesco. Telephone interviews around 5 per shift.
Mutual clients were looking to recruit successful individuals from all over Scotland/England/Wales.
Scheduled and conducted interviews, evaluating candidate pool to select top talent.
Coached candidates through interview process to secure top roles.
Interviewed, assessed and matched prospective applicants with vacancies at client companies.
Informed candidates about interview results and made job offers to successful interviewees.
Coordinated reference and background checks for compliance with right-to-work guidelines.
Processing client's applications and identification documents and if obtaining personal reference if required.
Customer service associate
Standard Life - Standard Life Bank - Barclays Bank
Edinburgh
02.1999 - 02.2012
Started off in Personal Pensions Department, it would mean liaising with Independent Financial Advisers and customers regarding their Personal Pensions.
In charge of thee cheque payments system and made sure customers monthly payments were applied correctly as well as supporting team manager.
Extra training in Group Personal Pensions, taking on more responsibilities and training new starts.
Internal transfer to Standard Life Bank, processing Mortgage applications.
Within this role, liaising with Solicitors, Surveyors, and customer's direct.
Processing identification documents and set up funds for release.
Money Laundering representative.
Moved to Saving's department, dealing with servicing customer accounts and opening/closing of accounts to.
Processing ISA transfer in/out forms, speaking with IFA's, customers, and other banking providers, along with other administration duties.
Standard Life Bank was then sold off to Barclays Bank in 2010 and role and duties remained.
Secondment for 6 months to do Barclay's Sanction's and PEP's, Money laundering, for Bank transition.
Then within 2 years, there where no jobs available and given our redundancy package.
.
Education
SVQ Level 3 - Finance
Sainsburys Bank
Rosyth, Fife
05.2018 - 12.2018
Skills
Drive and determination
Effective organisational skills
Listening skills
Excellent communication skills
Able to stay calm under pressure
Work well individually / team
Friendly and flexible
Good customer relation skills and empathy
Delivering great Customer Service
Excel spreadsheets
Data entry
Microsoft Office proficiency
New staff training
Personal Information
Date of birth: 11/01/1978
Affiliations
I enjoy socializing and walking, cycling and spending quality time with family,friends.
I hold a full clean Driving Licence
References
References available upon request.
Timeline
SVQ Level 3 - Finance
Sainsburys Bank
05.2018 - 12.2018
Loans Associate
Lloyds banking Group - Sainsburys Bank
02.2014 - Current
Sales agent
Anglian Home Improvements
12.2012 - 01.2013
Telesales agent
DM Design
05.2012 - 11.2013
Recruitment consultant
Search: Recruitment Consultancy
02.2012 - 05.2012
Customer service associate
Standard Life - Standard Life Bank - Barclays Bank
Manager, Deloitte USI at Banking and IM - Lloyds Banking Group and Index VenturesManager, Deloitte USI at Banking and IM - Lloyds Banking Group and Index Ventures
IT Project Manager at American Express, Lloyds Banking Group, Royal London GroupIT Project Manager at American Express, Lloyds Banking Group, Royal London Group