1. Pamela Lavery Resume - 1 -
20 Wellington Back Road
St. Georges
GE 01
Bermuda
536-6787
pamela.lavery@gmail.com
Pamela L. W. Lavery
Profile
Pamela Lavery is a lively and creative individual who is excited to meetany new
opportunities thather professional life has to offer. She loves to learn new skills
as well as sharpen her currentones through continual learning and thrives in a
dynamic working environment.Pamela works well in both team and individual
tasks.
Experience
Wealth Sales Quality Manager, HSBC Bank of Bermuda
Short Term Assignment – February 2015 - Present
Responsibilities:
 Plan, direct, and conductSales Quality review for RBWM business and
monitor business activities with a view of delivering the mostpositive
customer experience possible through consistencyin Sales Quality
within a multichannel sales strategy
 Perform post-sale case reviews to ensure all activities undertaken by
sales personnel follow the Advice sales channel or EDRAS sales model
and are in conformityto Legal,Compliance,Regulatory,and Sales
Quality Framework and standards both internallyand externally
 Manage quality through all SQ measures (i.e.call backs,remediation,
feedback,trend analysis,etc)
 Review of local processes,working with wealth and distribution to
update/simplifyfor frontline teams where possible
 Implementation ofchanges to the Global SQ standards within Wealth
 Train new sales staffon Wealth SQ as needed

2. Pamela Lavery Resume - 2 -
Personal Banker, HSBC Bank of Bermuda
2011 - Present
Responsibilities:
● Opening accounts for the HSBC Core and Advance Banking clients.
● Processing various creditapplications including CreditCards,Loans,
Personal lines ofCreditand Mortgages.
● Processing requests for Term Deposits.
● Having holistic conversations with clients aboutfinancial planning needs
and seeking to find solutions to meetthe client’s needs and objectives.
Often this includes household budgeting.
● Discovering opportunities for cross-selling HSBC products and services
to meetclient’s financial needs to assistthem in reaching their goals.
This will often include upgrades to Advance Banking and referrals to
Premier Banking and Wealth ManagementTeams.
● Processing accountmaintenance requests.
Additional learning and development - HSBC
● Passed – InvestmentFunds in Canada – September 2013
● One Month Short Term Assignment – Global Markets – Sales Assistant -
October 2013
● Work Shadowing – HSBC Premier – working with Premier Officers on
credit and general banking requests,observing investmentrelated
conversations with Premier Relationship Managers,investmentsales
coaching from the Wealth Coach.
● Premier Banking Champion for the Harbourview and SomersetBranch –
This role helps peers with information on the Premier Proposition and is
a liaison for the branch teams to the Premier RMs when needed.
Additional volunteer commitments - HSBC
● Member of the Employee Voices Committee (2011-2015)
● Testing of new systems during the FATCA and TRE updates to systems
(2014)
● Presented atBF&M Lunch & Learn as part of a Corporate Employee
Banking initiative (2014)
● Presentation to Renassance Re.on the Corporate Employee Banking
Relationship and Advance and Premier Banking benefits. (2014)
● CommunityAction Days - Mural Painting for EEZ, Coopers Island Clean-
up (2013)
● Usher for Town Halls (2013)
● Peer mentoring

3. Pamela Lavery Resume - 3 -
Media and Marketing Coordinator, Bermuda Investment Advisory Services
April 2010 – January 2011
Responsibilities:
● Planning and execution of annual Marketing and Media strategy and
budget.
● Formatting and production of all quarterly and annual financial reports
and presentations including marketing materials and quarterly
newsletter.
● Research for new marketing tools for future business development.
● Design and placementofall advertising for both digital and print media
locally and overseas.
● Drafting press releases.
● Maintenance and updates for the 3 BIAS websites.
Achievements:
● Successful implementation ofkeywords into the BIAS websites to
enhance search engine optimization.
● Successful implementation ofAlexa Analytics for the BIAS websites to
monitor fluctuations in website ratings and traffic flow. Prior to this
exercise the BIAS websites did notrank at all in the Alexa rankings at
all. This was partof a research plan to investigate if further SEO would
be needed atthis stage in the BIAS websites’ development.
● Redesign ofthe BIAS Quarterly Reportand Annual Report Cover
designs.
● Sourcing of new local resources for printing over the overseas vendor
used in the past.This saves the companysubstantiallyin the budgetas
well as production time.
Marketing and Communications Coordinator, The Bermuda Post Office
July 2009- March 2010 (Temporary 9 Month Contract)
Responsibilities:
● Draft mostoutbound communications for the Bermuda PostOffice.
Includes press statements,advertising.copy, speeches and letters for
the Postmaster General.
● Draft internal communications such as the new Bermuda PostOffice
Quarterly newsletter.
● Liaise with the Public Affairs Officer in communication the Bermuda Post
Office policies.Managing programs and organizing events.

4. Pamela Lavery Resume - 4 -
● Organization of marketresearch.
● Organization of advertising and implementing ofMarketing plans.
Achievements:
● Successful launch ofRPostRegistered E-mail – a new service of the
Bermuda PostOffice. I organized a reception at the Bermuda
Underwater Exploration Institute for our potential first clients.
● Successful organization of“Lunch and Learn” lectures for the Chamber
of commerce, BIBA, and the Bermuda Bar Association for the new
RPostproduct.
● Successful Launch ofa new Bermuda PostOffice Quarterly newsletter.
Executive Assistant, Life and Annuity Services
April 2009- June 2009
Responsibilities:
● General office management.
● Ordering supplies.
● Answering phone.
● Basic Quick Books Maintenance – Inputting invoices and payments and
printing reports.
● Mailing letters and customer policyreports.
Sales and Marketing Associate, iStore Limited
November 2007- January 2009
Responsibilities:
 Production of Print materials.
 Creation of new iStore Identity and new logo creation,
 Regular updating ofwebsite,web-newsletter,floor displaymaterials,
window design,and general store branding and internal appearance.
 Pamela provided conceptand design all in house marketing and
advertising materials,develop media plans and liaise directlywith local
publications for the booking and placementofthese materials.
Achievements:
● Successful launch ofthe iStore Workshop Sessions.Launch December
2008.Continues twice weeklyevery month.
● Successful launch ofthe iStore Tech Teas for seniors.Launch December
2008.Continues twice a month.
● Research,writing,and distribution ofthe monthlynewsletter.Took over
this role in January 2008. This has not gone out in my departure from
the company.
● Successful assistance in organizing a one week InDesign Seminar
hosted by the iStore for local companies.This involved researching and

5. Pamela Lavery Resume - 5 -
planning accommodations for the overseas professor. Pamela aided in
the organization of iStore sponsored communityevents and filled the
role of the public face of the iStore. She was in charge of setting the
workshop calendars and planning and implementing in-house and
public workshops and presentations.
Education
InvestmentFunds in Canada – Course complete September 2013.With the
Canadian Securities Institute.
Diploma ofAdvertising and Graphic Design
Humber College - Toronto,ON, Canada
Certificate in Design Foundations,
Humber College - Toronto,ON, Canada
*Certificate - One Week Intensive Workshop in InDesign - By Webucator (US)
Hosted by iStore Limited. Focused on transitioning from Quark Xpress to
InDesign & Packaging files for Pre-Press.
Computer Programs
Adobe Photoshop,Illustrator,InDesign,Dreamweaver,and Acrobat, Quark
Xpress,Microsoft Word, Power Point, basic Excel and Quick Books.Apple
Pages and Keynote.