Fatma Said
Call advisor
Talent
Glasgow, Glasgow CityMember since September 22, 2023
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About
I am currently seeking employment. I am highly observant and detail-orientated, analytical, methodical, and logical in my approach, which I have developed during my studies in education and working with different companies. I have excellent communication skills which I have honed while working for the government bank National Savings & Investments.
I am a mature team worker and adaptable to all challenging situations. I can work well both in a team environment as well as using my own initiative. In addition, I find myself being able to work extremely well under pressure while adhering to strict deadlines.
Experience
- Creatively handled and solved complex client queries regarding numerous saving accounts
- Dealt with financial advisors and assisted them with detailed financial information according to firm policies and banking procedures
- Processed up to £4m bonds, saving certificates and accounts from retail investors
- Maintaining privacy and confidentiality of all sensitive and personally identifying information, as governed by Privacy Act and Freedom of Information Act
- Assisting in the development and improvement of client investment portfolios and processes
- Dealing with solicitor firms concerning bereavement claims and probate issues with the estate
- Promoting digital strategies and saving money for the firm
- Logging and escalating complaints while liaising with the complaints department