Lisa McCALL

Dedicated and reliable professional with over 35 years of experience in customer focused roles. Highly competent, punctual, well organised with a methodical approach to work. A strong team player who is adaptable, willing to learn and committed to delivering excellent service and maintaining high standards of communication with customers/clients and colleagues.

FINANCIAL ADMINISTRATOR - BRITANNIC FINANCIAL PLANNING

(2019-07)

Telephone and face-to-face customer service for a local financial planning business, dealing with clients.

• Answering incoming telephone calls
• ISA / Unit Trust withdrawals
• Assisting the Financial Adviser with servicing of the Client Annual Reviews
• Create file /pack for appointment for the adviser
• Update Client File in Client Management System from Adviser's written notes
• Create and send out summary letter of points discussed at the meeting
• Letters of Authority (LOA) in relation to investments & pensions which are potentially to be transferred from a 3rd party scheme
• Send off LOA and appropriate letter to existing provider
• Monitor receipt of LOA's and chase if necessary
• Scan receiving ceding information to client file
• Liaise with Paraplanner where necessary
• Upload details from paper fact find too Client Management System
• Prepare documents cheques for posting

SALES NEGOTIATOR - BERESFORD ADAMS

(2017-09 - 2019-05)

Telephone and face to face customer service for a local Estate Agents, dealing with both vendors and applicants.

• Diary management by booking appointments for vendors valuations and for applicant viewings
• Accompanied viewings
• Telephoning or emailing vendors with feedback
• Keeping applicants updated on new properties to the market
• Supporting the financial services with mortgage leads to ensure applicants are fully aware of all options available before offering on a property
• Correspond with solicitors and all parties involved in houses purchases

ASSOCIATE PERSONAL BANKER - NATWEST BANK, Holywell Branch - Holywell

(2006-05 - 2017-06)

Worked as a frontline Desk Cashier, Customer Services Officer and now as a Personal Banker with Management responsibilities for a large Branch of Natwest.

• Daily opening and closing of the branch
• All security matters and the smooth running of all banking transactions
• Financial processing and banking enquiries
• Open and authorise new personal banking accounts and associated financial products, including credit cards, loans and overdraft limits
• All cash management within branch and reconciliation processes for all accounts and branch transactions
• Fully conversant and up to date with relevant banking requirements, rules and regulations including money laundering
• Maintain and update current knowledge, training and skill set as necessary
• Cover the management of the branch during manager absence
• Seconded to management role
• Training new staff and mentor peers
• Monitoring, reviewing, quality adherence and feedback for staff work and account handling
• Fully experienced across all aspects of Retail Banking and Customer Services in customer facing roles
• Account management and handling of a large, local portfolio for a High Street bank's Personal Accounts and associated Financial Products, including Overdrafts, Credit Cards, Loans, Mortgages and Insurances

SUPERVISOR - GOPPA FIREPLACES, Greenfield - Greenfield

(2000-01 - 2006-05)

Overseeing production for a large electrical fireplace manufacturer.

• Supervision of the production line, planning, goals, targets and deadlines
• Production staffing, staff rotas, training, appraisal and disciplinary issues
• Daily supervision of raw materials, stock control, ordering, planning and rotation
• Customer sales, up-selling, product deliveries, quality monitoring and adherence
• Management meetings, staff meetings, information sharing, liaison with other internal departments

CUSTOMER SERVICES - SENATE ELECTRICAL, Holywell - Holywell

(1989-01 - 1992-01)

Customer Services and telephone based Sales for an Electrical supplies wholesaler, dealing with both the public and trade accounts.

• Taking customer orders, up-selling, arranging deliveries, invoicing and billing
• Customer payments and remittance
• Building and maintaining customer accounts to ensure repeat and additional business
• Customer complaint handling and general office and administrative duties

SOLICITORS PERSONAL ASSISTANT - PHILLIP DAVIES SOLICITORS, Holywell - Holywell

(1986-01 - 1989-01)

Secretarial and personal assistant duties for a local Solicitors, who were also local agents for the LEEDS BUILDING SOCIETY.

• Audio typing, appointment handling, administration and office duties
• Telephone enquiries and client support
• Preparing legal documents, gathering information for witness statements and case preparation

PITMANS - Typing, Word Processing and Office Practise (2000-01 - 2000-01)

BOOK KEEPING COURSE (1988-01 - 1989-01)

GENERAL COMPUTING COURSE (1988-01 - 1989-01)

CSE - English Language, English Literature, Mathematics Science and Religious Education (1983-01 - 1988-01)