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James Ball
33 Pwll du Lane, Bishopston, Swansea, SA3 3HA.
07946640972
James.ball1@lloydsbanking.com
Jamescball@hotmail.co.uk
Personal statement
A driven highly skilled and motivated to succeed individual, with 15 years’ experience in financial
services including providing advice, coordinating, designing and delivering training and managing high
performing teams with a proven track record of success, including managing the top performing team
nationally for the past two years across all score card measures including customer needs met, risk,
customer outcomes, service, colleague engagement and retention. Further to this I have been the
national proponent for engagement with an Engagement Index of 84%, Performance Excellence
Index of 89% and Line Manager Index of 92%.
I am equally adept at working autonomously or as part of a team; I consider myself to be ambitious,
competitive and a strong leader.
I believe that success is built on trust, confidence, strong relationships, engagement, clear objective
setting and robust coaching support.
Key Skills
 Leadership
 Advising and Presenting Financial Solutions
 Relationship Management
 Performance Management
 Coaching Influencing and Motivating
 Procedural and Specialist Knowledge
 Interpersonal Skills
 Presentation and Facilitation
 Design and Delivery
 Budgeting
 Recruitment
 Analytical
 Business Planning
 Stakeholder Management
 Procedural/Product and Specialist Knowledge
 Coaching and Feedback
 Change and Project Management
Employment History
Local Bancassurance Manager, West Wales
(July2012 to present)
I was responsible for the delivery of the bancassurance needs met plan for one of the largest local
director groups within Lloyd’s community bank, ensuring quality customer outcomes and managing
retention of existing business within a robust T&C scheme. The team I manage consists of 9 financial

2. consultants working alongside the community bank in identifying and meeting the needs of our
customers both regulated and general banking.
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Key Achievements:
 Achieving the top position nationally for the second year across all score card measures.
 Managing the only team in the network to deliver both on value and volume for 2015.
 Achieving a needs met outcome of 99.1% YTD coupled with a verification score of 94%.
 Being recognised by the National Sales Manager at the Regional Conference as the LBM of
2015.
 Being recognised at the Regional Conference for the collaborative work with my LMM
colleague for partnership working.
 Being asked to deputise for the Regional Manager in his absence to support the Wales and
West bancassurance team
 Working as part of the National Engagement Coalition team to improve colleague
engagement in mortgages and bancassurance
.
Training Consultant Lloyds Banking Group
(July 2009 – July 2012)
I was responsible for coordinating, designing and delivering training through remote and face to face
channels to the HBOS and Lloyds retail bank. In addition to this I was responsible for the coaching of
the training officers through regular observation and feedback. This ensured the quality of the
delivery of key change management during the full integration between HBOS and Lloyd’s TSB. I
have worked throughout the UK as part of the National Training Team.
Key Achievements:
 Being promoted from training officer to consultant within 9 months of being in role.
 Being the project lead for cross heritage working, identifying synergies to reduce duplication
and costs, developing a skills matrix that could be used to maximise training utilisation and
reduce white days.
 Being recognised at the National Conference for a study and report that led to induction
events being held locally resulting in cost savings and a better work life balance for trainers
and new entrants.
 Being recognised by the bancassurance National Sales Manager and National Training
manager for work carried out in improving one team working in Halifax.
 Being the lead on the team that redesigned and implemented the new Supervisor Induction
programme for bancassurance supervisors in Halifax and Lloyds.
 Being recognised as a subject matter expert and delivering face to face training to over 180
delegates to embed the importance of conduct risk.
Financial Advisor Lloyds Banking Group
(December 1999 – July 2009)
As a financial advisor I was responsible for providing holistic financial planning advice to bank
customers on their personal finances including protection, pension and investment planning. I worked
as part of the branch team in identifying other potential needs and making referrals to my colleagues..
Additionally I worked alongside the management team in providing coaching and feedback to improve
the customer experience. Individually I was responsible for managing my risk KPI’s including file
quality, customer outcomes and retention.
Key Achievements:
 Consistently achieving my sales plan by building trust and confidence with my customers and
strong stakeholder management and colleague support.

3.  Being recognised for my performance and service within the Regional Team. I gained a high
level of success dealing with high net worth customers in both Halifax and Lloyds assisting
them with their financial planning needs.
 Consistently maintaining a strong focus on customer outcomes evidenced through my risk
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KPI’s including verification, outcome and retention.
Area Manager Pearl Assurance
(December 1997 – December 1999)
As an Area Manager I provided holistic financial planning to my clients, this included mortgage,
protection, pension and saving and Investment advice. I also coached and managed two Sales
Agents who were responsible for providing general insurance advice to my clients and completing
annual reviews to identify any further need areas that I could have provided financial advice in.
Key Achievements:
 Being fast tracked from agent to mortgage adviser to Area Manager within a 12 month period.
 Being recognised at Regional Conference for meeting customer needs and getting it right first
time.
Petrochemical Trader Arden Petrochemical
(September 1994 – December 1997)
I was responsible for buying and selling bulk aromatics World Wide, in addition to this I liaised with
merchant banks, ship brokers and surveyors.
Key Achievements:
 Facilitating meetings in Europe and Hong Kong building relationships with chemical traders
worldwide.
Education
Professional Qualifications
IFS DIP FA – 2012
CII FPC - 2002
UWIC
September 1991 – June 1994)
BA Hons Business Administration 2:2
Neath Tertiary College
(September 1986 – June 1990)
A Level Physical Education and BTEC Business Studies
Dwr Y Felin Comprehensive
(September 1980 – June 1986)

4. GCSEs, Maths, English, Economics, Biology, Graphical Communication and Phyical Education.
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Hobbies & Interests
Individually I enjoy training to keep fit and active, I also coach a local rugby team, I have help guide
them to three promotions in the last five years we currently play in division 1 West Central of the
National Leagues.
References
References are available upon request.