Jason
A reliable, highly organised professional with strong customer service, compliance, and CRM expertise, known for clear communication, meticulous accuracy, and a calm, solutions‑focused approach in fast‑paced environments.
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About
A reliable and highly organised professional with extensive experience in customer service, compliance monitoring, CRM accuracy, and relationship management. Known for clear communication, strong problem-solving skills, and the ability to work effectively in fast-paced environments. Brings a calm, supportive approach to teamwork and consistently meets performance targets while maintaining high standards of professionalism and data integrity.
Open to opportunities in administration, customer service, compliance support, and office operations.
Experience
Customer Service Agent / Credit Compliance at Dunelm Soft Furnishings Ltd (2019-10 – 2026-02)
Customer service and compliance monitoring role
- Delivered customer support via email, phone, live chat, and social media, ensuring first-time resolution and accurate CRM updates.
- Monitored frontline communications to ensure adherence to regulatory and internal compliance standards.
- Investigated delivery issues, supplier queries, and system errors, raising internal tickets where required.
- Supported colleagues with complex cases, issued goodwill gestures, and assisted in interviewing and onboarding new staff.
- Consistently achieved daily performance targets while maintaining high levels of accuracy and professionalism.
Client On-boarding Analyst at Royal Bank of Canada (Jersey) (2009 – 2017)
Client onboarding and compliance management
- Managed onboarding for personal, corporate, and trust clients, ensuring full compliance with regulatory requirements.
- Conducted identity verification, address checks, and Source of Wealth reviews.
- Maintained CRM systems with precision and coordinated communication between clients and relationship managers.
Relationship Manager at Royal Bank of Scotland / NatWest (Jersey) (2001 – 2009)
Client portfolio management and relationship oversight
- Managed a diverse client portfolio and supervised assistant staff.
- Achieved income-based targets and product sales goals.
- Handled complex payment instructions, complaints, and appointment scheduling.
Education
CSEs in Mathematics, Proficiency in Mathematics, and English – Hereson Boys Secondary School
