1. Kelly Green CeFAP
Telephone: 07557 535191
Email: Kelly.green81@outlook.com
LinkedIn: uk.linkedin.com/pub/Kelly-green/a4/964/990/
PROFILE
Highly motivated,conscientious,reliable and enthusiastic,with a positive attitude and exceptional skills
that enable me to provide a very professional, high quality service. A great depth of knowledge of
practices and procedures, gained with 14 years of experience in the financial world working for Lloyds
Banking Group. This has given a wide knowledge of the financial services industry and many
transferable skills. Working well as partof a team or by myself,demonstrating effective decision-making
and meeting demanding targets and tight deadlines. An excellent com municator with an outgoing and
sociable manner.
SKILLS AND ABILITIES
Communication Listens attentively to customers’ needs and has the abilityto communicate clearlyand
conciselyon the phone,in writing and face to face, ensuring consistent service levels
are maintained throughout.
Planning and Prioritises dailytasks to ensure thatbusiness critical tasks are completed firstand has
Organising the ability to take stock of outstanding tasks and decide which can be deferred without
affecting productivity or adherence.Ensures working day is organised and managed
efficiently.
Sales Over 14 years experience in a target driven, customer facing sales environment.
Consistently over achieving against objectives both in sales and customer service.
Mentoring and As a Bancassurance Induction Coach am instrumental in influencing the development
Development of new to role Financial Consultants. A naturallyconsultative and coaching approach
to dialogues with employees, managers and colleagues, helping fellow colleagues
develop skills themselves.
CAREER HISTORY
Lloyds Banking Group 2001 to Present
Financial Consultant 2012 – Present
 Successfully marketed regulated products to business and personal customers.
 Working within the strict rules of compliance, I have exceeded sales targets.
 Motivated staff members to promote bank products and services.
 Assist in the achievement of branch sales and service quality targets.
 Efficiently maintain and review customer portfolio.
As a Financial Consultant I specialise in protection.
Senior Personal Banking Manager* 2002 – 2012
 Actively promoted bank products and services to a portfolio of customers.
 Built relationships with customers to ensure they were provided with the correct financial
products, including lending and general insurance, to meet their needs.
 Ensured customers received prompt,accurate attention to enquiries face to face, in writing and
by telephone.
 Acted as point of reference for all branch staff regarding development of business and
development opportunities.
 Efficiently managed and completed the administration of regulated and non-regulated bank
products.
 Assisted in the achievement of branch sales and service quality targets.

2.  Successfully completed day-to-day administration.
 Maintained compliance adherence and checked lending risk on a daily basis.
 Led team training and coaching for existing or new to role Personal Banking Advisors.
* During this time I was acting Branch Manager at a Key 30 branch for 5 months whilst the position
was advertised and an appropriate candidate appointed, this gave me invaluable experience of
managing not only sales and service targets but successfully engaging and managing a diverse
team of skilled individuals.
Customer Service Adviser 2001 – 2001
 Actively promoted bank products and services with referral to managementwhere appropriate.
 Efficiently dealt with customer transactions and enquiries face to face and by telephone.
 Assisted in the achievement of branch sales and service quality targets.
 Successfully completed day-to-day administration.
 As a member adapted to any task requiring completion.
Anker Systems 1999 – 2001
Call Planner
 Responsible for organising the allocation of an engineer to site with the relevant skills and
experience for the job in hand.
 Awareness ofService Level Agreements so that the correct timely response would be provided
to the customer.
 Ensure that the necessaryparts were either available for collection from the depot or delivered
to the customer prior to the engineer’s arrival.
Leigh’s Paints 1997 - 1999
Administrative Officer
 Responsible for all aspects of administration for the Research and Development Laboratories.
 Ensure accurate allocation and inputting of new formulations from the technicians as they
developed new products.
 Liaising with other departments to schedule meetings for the directors.
PROFESSIONAL QUALIFICATIONS AND GROUP SPONSORED TRAINING
2014 Currently studying for CeMap
2013 Foundation Standard for Professional Banker
2012 CeFA 1, CeFAP,
1997 – 1999 NVQ Level 2 & 3 in Business and Administration
1992 – 1997 10 GCSE’s including English and Maths
OTHER ACHIEVEMENTS
Have regularly received letters of thanks from customers and Regional Directors. Lloyds Bank has
rewarded me with days out due to my work ethics and performance. I have recently been chosen to join
the Aspire Program to train to be a Local Bancassurance Manager.