1. Caroline Butts | Curriculum Vitae
Address: 11 Marian Way, Waltham, Grimsby, NE Lincolnshire, DN37 0XN
Telephone: 07712435034
email: carolineabutts@hotmail.com
Experience
Financial Consultant— Lloyds Banking Group
Selling Scottish Widows protection policies to meet protection needs across a broad
range of lifestyle insurance products, whilst ensuring an excellent experience is
delivered to the client through a customer centric approach that focusses on their
individual circumstances.
[September 2013 - Present]
Banking Consultant — Lloyds Banking Group
Meeting customers banking needs through a variety of products, and uncovering any
unstated needs they may have. Thereby enhancing a customer’s financial situation by
matching solutions that Lloyds Banking Group offer through effective conversational
interviews.
[August 2005 – September 2013]
Customer Adviser — Lloyds Banking Group
Delivering an excellent level of customer service, whilst also ensuring accuracy in
processing transactions for customers. In addition, using a variety of tools to identify
additional needs to refer to other specialists who can meet these needs.
[May 2002 – August 2005]
Administration Executive — Argos
Ensuring the smooth operation of the store, through close management of daily staffing
and planning to meet customer demands. I was responsible for the management of
budgeting costs and staff expenses. In addition to this, I also trained and coached new
staff in both sales processes, customer service, and company procedures.
[January 1994 – May 2002]

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Education
Certificate in Financial Adminstration and Planning — Institute of Financial Services
The Certificate in Financial Administration and Planning (CeFAP®) has been
developed to meet the needs of individuals working, in financial administration or
paraplanning roles, and provides comprehensive foundation knowledge of products,
services, regulation and legislation in the financial advice industry.
Passed: Distinction. 2013
Retail Banking Conduct of Business — Institute of Financial Services
The Certificate in Retail Banking Conduct of Business (CertRBCB) has been designed to
set an independent standard in customer service excellence and to help UK retail
banks embed understanding of the Financial Conduct Authority's (FCA) Retail Banking
Conduct of Business and payment services regulations within their organisations.
Passed: Merit. 2011
Certificate of Secondary Education — Waltham Tollbar Secondary School
A qualification available to all schoolchildren distinct from the GCE (O-Levels) that
were aimed at the more able pupils, mostly those at grammar and independent
school (rather than secondary modern schools) aiming for places at a university.
Awards
Top Financial Consultant Nationally, Halifax March 20144
Top Banking Advisor Winner, Halifax January 2009 – August 20133