Specialist Customer Care KYC (Business banking) at Barclays Bank PLC (2023-06 – Present)
- Understanding and identifying customer needs in order to tailor solutions, whilst ensuring the right outcome for the customer and the bank at the first point of contact
- Ensuring vulnerable customers are identified and supported appropriately
- Understanding and listening to customer concerns and correctly identifying customer complaints to resolve first time, ensuring complaint escalation where appropriate
- Using internal systems to ensure that a customer's records are accurately maintained and are up to date
- Adhering to and understanding the appropriate policies, standards, controls and limits of authority applicable to your role through training, coaching and appropriate communication
- Undertaking variety of contact roles, when required, based on customer preference and business requirements, such as voice, letter, digital contact
Business Analyst at Barclays Bank PLC (2023-06 – Present)
- Analysing data from different Barclays systems and crunching the numbers together
- Collect raw data and generating reports and breaking down risk and what solutions are needed remove all risk.
Customer Engagement Agent at Key Retirement (2021-11 – 2023-06)
- Primary contact for all clients, contributing to the consistent score of 98-100% on client's satisfaction survey each month ensuring customers are happy with the service provided.
- Meet and exceed daily productivity goals, including high call volume and appointment setting.
- Operated with a team of 6 staff members over a one-year period servicing on average 75 incoming and outgoing calls whilst also building sustainable relationships with new potential new clients and identifying customer needs.
- Provided prompt customer support to clients with a professional, friendly, and patient attitude.
- Proactively memorised company products and services. Completed client insight reports and input sensitive data through CRM software and spreadsheets. Trained new hires on company specific policies, procedures, and compliance guidelines.
- Identifying, listening, and resolved technical issues, guiding clients through step-by-step advice.
- Applied problem solving skills to resolve customer enquiries and disputed, escalating using appropriate channels when necessary.
- Assisting management is locating new leads to the team members.
- Hitting targets consecutively throughout the year resulting in the most booked to written appointments and generating the second most revenue within the team.
Business Development Executive at Bidnamic (2021-06 – 2021-11)
- Responsible for driving company sales by sourcing new clients and by convincing existing clients to purchase added offerings.
- Working with other teams and colleagues to help align offerings with the needs of clients.
- The ability to speak publicly and interact with a variety of personals and businesses at all levels of business.
- Preparing client presentation and materials including PowerPoint and sale displays.
- Negotiating business terms with new and existing clients using phone, email, LinkedIn and in person meetings.
- Identifying opportunities for new business development through following up on leads and conducting research on target clients
Administration staff at Hulton Care Home (2017 – 2021-06)
- Creating a digital online based system, containing residents' information that can be accessed at any time when needed.
- Helping to create actions plans for each resident demonstrating teamwork skills such as ability to listen, communicate information and prepare an action plan which were discussed with the residents.
- Working within a group of carers flagging up and raising any issues with the management demonstrating clear oral communication skills making sure the residents were understood.
- Taking calls, dealing with queries of the resident's family, arranging doctors' appointments, taking in orders and re-stock orders for the week ahead.
- Organising days out for the residents to socialise and interact with one another, demonstrating initiative.
- The preparation and distribution of food to residents ensuring high standards of Health and Safety as regulated demonstrating analytical skills by identifying the wrong food distribution to the residents
- Always ensuring the safety and well-being of residents at all times allowing me to gain a level of responsibility.
Stock Controller at Boohoo Burnley (2015 – 2016)
- Checking the quality of the products brought in ensuring they were off satisfactory quality demonstrating attention to detail ensuring customer satisfaction.
- Sure the customers were satisfied and made a purchase.