Senior Personal Banking Adviser
Lloyds Bank PLC
Total years of experience :18 years, 0 Months
Lloyds Bank PLC; June 10 - Present - Senior Personal Banking Adviser.
● My main responsibility is to manage, develop and maintain my existing portfolio and at the same time attract new clients/accounts from recommendations, networking and by approaching new businesses locally.
● I am responsible for highlighting opportunities to customers to either make money, save money or protect what is most important to them by offering them a range of products, services and facilities that Lloyds TSB provides.
● I maximise my portfolio by putting myself out there, tailoring to each individual customers needs having a direct effect on the market share. This is evident in my results and performance as I have a vast portfolio with a mix of clients made up of people from all walks of life.
● I have represented Lloyds TSB at the EXCEL Exhibition Centre. I am a people person, it is very important to be remembered and my ability to engage with customers has been key to the growth in my performance.
● I am a senior sales manager who supports and encourages the team. I work with my line manager weekly, monthly and quarterly to develop Sales plans for individual sellers and also forecasts for the branch so that we ensure the branch achieves its quarterly target.
● I monitor sales performance for the team and myself on a daily basis to ensure targets are achieved and if not I directly manage a focused call out session to increase sales and productivity.
● I participate and attend meetings within the organisation, contributing my successions to help coach and guide individuals that may be struggling. This is key for communicating messages, ideas creates a strong team spirit, supporting colleagues motivates and drives positive results.
● I have maintained an extremely high level of sales excellence and standards, which has resulted to my current performance figures of 122% Quarter 1 2014.
Barclays Bank Plc; Nov 07 - June 2010 - Personal Banker. 137 Brompton Road, Knightsbridge, London, SW3 1QF
● As a personal banker, I am the face of Barclays Bank, I am responsible for delivering and providing exceptional front line customer service in a professional and reputable manner.
● I am accountable for the advice I give to my customers, it must be right, suit their individual needs and it must be communicated clearly to there understanding.
● I have achieved all sales targets consistently resulting to 110-130% half yearly, I drive my performance by working closely with other partnerships, Barclays premier, Barclays wealth, business banking, mortgages and Barclays financial planning (BFP). It is extremely important to me, to build excellent relationships as the results and rewards help achieve service and sales objectives both individually and within a team.
● I continue to perform to a high standard, this is demonstrated by my exceptional contribution towards the UK sales and service standards, for which I have been rewarded and recognised.
● I display initiative to increase my client portfolio via telesales and organising team focus events, this generates appointments and helps coach and assist other team members with their targets and knowledge of Barclays Bank products.
Key Skills – Level 3, English (Pass) & Level 3, Math (Pass) Sage - Level 1, 2 & 3 (Pass GCSE’s English Language (C), English Literature(C), Mathematics (B), Double Science (C & C), Applied Information Technology (A & A), Applied Business Studies (A & A), Religious Studies (C)