Summary
Overview
Work history
Education
Skills
Timeline
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Shelley Radford

Nottingham,Nottinghamshire

Summary

Accomplished Private Banking Manager with over 23 years of experience in the banking industry.


Excels in relationship management, communication and stakeholder management . Always looking to adapt and improve to ensure a truly client centric approach. With an excellent understanding of the importance of building trusted relationships through accountability and follow through to ensure the clients holistic needs are met. A proven skill of being a trail blazer and thinking out the box to enhance the clients experience is demonstrated from direct client feedback.





Overview

24
24
years of professional experience

Work history

Private Banking Manager

Lloyds Banking Group
Birmingham, West Midlands
03.2020 - Current
  • Manage a set of ultra high net worth clients, by building a long term trusted relationship.
  • Working closely with my relationship associate to deliver a seamless high quality exemplar service that is 100% client centric.


  • Delivered superior customer service to ensure client satisfaction and retention.
  • Mitigated risk through diligent compliance with banking regulations and policies.
  • Supported clients in setting clear financial goals with plans to achieve them.
  • Built effective networks across business areas, fostering relationships based on mutual trust and encouraging collaboration.

Senior Bank Manager

Lloyds Banking Group
Nottingham, East Midlands
01.2008 - 03.2020
  • Remote managed a team of 5 bank managers of 3 branches, overseeing the day to day running of the branches.
  • Managing business priorities, expectations and responsibilities whilst maintaining a strong risk focus to support the operational management.
  • Cascaded operational changes, ensuring a smooth integration within the team.
  • Provided continued coaching and development to my direct reports through regular observations and feedback aligning with the banks values.
  • Developed leadership qualities recognised across the organisation , winning the 2012 Bank Manager of the year award.
  • Oversaw branch operations, resulting in smooth day-to-day functioning and excellent customer service.

Bank Manager

NatWest bank
Nottingham
05.2001 - 01.2008
  • Monitored daily transactions to ensure accuracy and prevent fraud.
  • Collaborated with different departments to streamline procedures and eliminate inefficiencies.
  • Organised team meetings to enhance communication amongst staff members.
  • Maintained high standards of service delivery by encouraging excellence among team members.

Education

8 O Levels -

Gedling Comprehensive School
Nottingham

RO1,RO2,RO5 - Financial services

Chartered insurance institute
Nottingham

Skills

  • Relationship Management
  • UHNW Client Management
  • Stakeholder Relationship
  • Collaboration
  • Banking
  • Business
  • Accountability
  • Communication
  • Continued Learning
  • Critical Thinking
  • Customer Service
  • Data Privacy
  • Coaching and Develpoment
  • People Management

Timeline

Private Banking Manager

Lloyds Banking Group
03.2020 - Current

Senior Bank Manager

Lloyds Banking Group
01.2008 - 03.2020

Bank Manager

NatWest bank
05.2001 - 01.2008

8 O Levels -

Gedling Comprehensive School

RO1,RO2,RO5 - Financial services

Chartered insurance institute

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Shelley Radford