Robert Athey

Adaptable people leader with extensive experience in regulated financial services

Talent

LeedsMember since July 24, 2026

Data-driven insightsPerformance managementPower BIAutomated reportingControl testingRoot cause analysis

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Data-driven insightsPerformance managementPower BIAutomated reportingControl testing

About

Adaptable people leader with extensive experience in regulated financial services. Builds high-performing teams, drives change and delivers customer-focused outcomes. Data-driven and results-oriented, maintaining service performance whilst leading transformation. Trusted advisor to leadership and experienced in coaching at all levels.

Experience

Performance Reporting Manager – Consumer Relationships at Lloyds Banking Group (2021-12 – 2026-05)

Led remote teams, delivering strategic and operational insight across Customer Financial Assistance, Financial Wellbeing Platform and Fraud, meeting competing deadlines.

Agile Delivery - designed and implemented automated reporting incorporating Power BI solutions, reducing manual effort by 48%, improving efficiency.
Managed performance across remote teams, increasing staff retention and accelerating individual progression, with 40% of team members promoted or upskilled within 18 months.
Drove daily and weekly performance management, proactively identifying risks and implementing corrective actions to maintain KPI delivery.
Translated strategic KPIs into clear, actionable team goals, aligning day-to-day activity with business objectives and improving execution.
Built and strengthened strategic business partnerships with key stakeholders, influencing decision-making and driving collaboration across functions to enhance service delivery, improve quality and deliver consistent business outcomes.

Risk & Control Manager - Consumer Relationships at Lloyds Banking Group (2020-10 – 2021-11)

Managed cross-functional teams to achieve key objectives and deliverables, supporting customers in financial difficulty.

Designed and implemented governance procedures, improving compliance, strengthening controls and reducing operational risk across the business.
Developed and implemented a policy framework dealing with issues arising within the cohort of vulnerable customers.

Wealth Risk Manager - Insurance and Wealth at Lloyds Banking Group (2017-09 – 2020-09)

Led five multisite teams, embedding new outcome testing standards and risk oversight.

Presented recommendations to senior leadership, securing approval and enabling effective implementation.
Managed performance KPIs across hybrid and remote teams, ensuring monthly delivery.
Coached and developed colleagues within Financial Services and Open University programmes, driving personal growth and progression outcomes.

Risk Manager - Bancassurance and Mortgages at Lloyds Banking Group (2011-10 – 2017-08)

Led control testing and outcome verification, identifying risks and issues and strengthening governance and procedures.
Provided clear empirical information to senior stakeholders, including recommendations.
Built strong multi-site teams through engagement forums and coaching.
Managed performance KPIs across hybrid and remote teams, ensuring monthly delivery.
Trained and signed off 20 contractors for a regulatory review.

File Verification and Outcome Tester - Bancassurance at Lloyds Banking Group (1996-06 – 2011-09)

Delivered file verification and outcome testing, risk reviews, Financial Ombudsman Service (FOS) complaint support and rectification activity.

Produced insight and root cause analysis to support a major change program.

Senior Administrator – Policy Administration at Homeowners Friendly Society (1992-09 – 1996-05)

Serviced customers full and partial surrender instructions, from request to payment.
Responded to customers queries, by telephone and letter, regarding current valuations.
Multi skilled in Whole of Life plans, Endowments and Children's Regular Savings Plans.