Julie Reynolds is seeking a new position and provides a curriculum vitae summarizing her relevant qualifications and experience. She has over 20 years of experience in banking, most recently as a Senior Personal Banking Advisor where she actively promoted products, ensured customers' needs were met, and assisted in meeting sales targets. Prior to that, she held roles as a Personal Banker and Customer Services Assistant. She has received various letters of appreciation from satisfied customers and her employer recognizing her skills and job performance.
Currently looking for a challenging position, which will make best use of existing skills and experience while enabling further personal and professional development– ideally within the Sales and Marketing function.
1. CURRICULUM VITAE
Mrs Julie Reynolds
1 Hever Close
Rushden
NN10 0TP
Telephone: 01933 317441
Mobile: 07967 100628
juliereynolds4310603@hotmail.co.uk
Highly self motivated, reliable, friendly and enthusiastic, with exceptional interpersonal
skills, organisational skills and a customer focussed attitude enabling me to provide a very
professional, high quality service. My knowledge of practices and procedures has given me
many transferable skills, including active listening, influencing and assessing needs. Hard
working, reliable and adaptable, with proven management, leadership and training skills.
Tenacious with a good work ethic and adaptability, these strengths are presented in a
confident and friendly manner enabling effective communication with colleagues and
customers. I work well as part of a team or by myself, am conscientious and meet
demanding targets and deadlines. I am keen to learn new tasks and skills and accept
greater responsibility. I am motivated by challenges and enjoy working in fast paced
environments where I can utilise my skills to achieve the best possible results for the
company and customers.
CAREER HISTORY
Senior Personal Banking Advisor From July 2012 to Present
Rushden
• Actively promoted bank products and services to a portfolio of customers.
• Interviewed customers and ensured that 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 a point of reference for all branch staff regarding development of business
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.
• Successfully completed day to day administration.
• Maintained compliance adherence and checked lending risk on a daily basis.
Personal Banker From December 2001 to July 2012
Northampton
• Ensured customers financial needs were met, assisting customers in the choice of
products to suit their circumstances, whilst offering excellent and reliable customer
service.
2. • Sold additional products at time of account opening, such as credit cards with
insurance and overdrafts.
• Maintained compliance adherence and checked lending risk on a daily basis.
• Carry out a range of demanding clerical and customer service duties, ensuring that
work is completed accurately and adheres to Bank procedures and relevant external
regulations.
• As a member of the sales team, successfully handled sales leads and competently
exercised my lending accreditation.
• Sympathetically dealt with matters and paperwork relating to deceased customers.
• Assisted in the achievement of branch sales and service quality targets.
• Ensured all routines and procedures correctly followed to prevent fraud.
Customer Services Assistant From November 1997 to December 2001
Harlow
• Contributed to the achievement of branch sales targets through lead generation.
• Ensured bank procedures correctly followed for all customer transactions.
• Assisted in the achievement of branch sales and service quality targets.
• Efficiently, and promptly dealt with customer enquiries.
• Responsible for ensuring correct cash levels maintained in till system.
After leaving school I worked for the Co-op Handy Bank as a cashier, then in 1986 I joined
Lloyds Bank in Harlow in 1994 I left to have my daughter, I was then approached by Lloyds
Bank in 1997 and offered employment as a cashier.
SECONDARY EDUCATION
Nettleswell Comprehensive School From September 1977 to July 1982
3 GCSE’s History level 1; Maths level 2; Science level 2.
English O LEVEL.
PROFESSIONAL QUALIFICATIONS AND GROUP SPONSORED TRAINING
Agreement in Principle (Mortgages).
Lending Licence Level 3.
NVQ in Customer Service.
Chartered Institute of Bankers.
OTHER ACHIEVEMENTS
I have received various letters from customers including gifts thanking me for taking the
time to understand their needs and thus either saving them money on a monthly basis. I
have also been recognised by my Local Director thanking me for my skills in the job that I
do on a continuous basis.
3. PERSONAL DETAILS
Date of Birth: 7/7/1966
Nationality: British
Driving Licence: Full
HOBBIES INTERESTS
I enjoy walking as a way of relaxing and keeping fit, I own a day boat located on the River
Nene.
REFERENCES
Available on request.