Accomplished banker with 8 years of experience in retail and corporate banking at Lloyds Banking Group and Barclays. Skilled in building client relationships, risk assessment, and financial analysis. Proven track record of achieving sales targets and driving revenue growth. Recognised for strong leadership and mentoring skills. Holds a BSc in Finance from the University of Edinburgh. Committed to delivering exceptional customer service and contributing to the success of the organisation.
06/2018 - present, Relationship Manager, Barclays, Glasgow
- Manage a portfolio of high-net-worth clients, providing personalised banking solutions
- Consistently achieve sales targets, contributing to a 15% increase in branch revenue
- Collaborate with cross-functional teams to develop and implement client acquisition strategies
05/2015 - 05/2018, Assistant Manager, Lloyds Banking Group, Aberdeen
- Supervised a team of 10 customer service representatives, ensuring high-quality service delivery
- Implemented operational improvements, reducing average customer wait times by 20%
- Conducted regular training sessions to enhance team performance and product knowledge
09/2011 - 06/2015, BSc in Finance, University of Edinburgh, Edinburgh
- First Class Honours
- Awarded the Edinburgh Finance Award for outstanding academic achievement
- Client Relationship Management
- Risk Assesment
- Financial Analysis
- Sales and Negotiation
- Team Leadership and Mentoring
- Microsoft Office and CRM software
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