Sharon Porter is seeking a career change after taking a career break. She has over 30 years of experience in financial customer services, dealing with clients by phone, email, and in person. She is skilled in client relationship management, organization, planning, and negotiation. Her most recent roles include Commercial Real Estate Manager and Business Associate at Yorkshire Bank, where she helped clients, achieved targets, and provided excellent customer service. She is committed, hard-working, and adaptable with strong computer skills.

1. SHARON PORTER
Based: S63, South Yorkshire Tel: 07846 894992 email: sharonport1964@gmail.com
A highly committed, methodical, hard-working individual with a comprehensive knowledge of
communication skills, who enjoys a challenge. Possessing Thirty years’ experience inside a financial
customer services environment dealing with clients on the telephone, by email and face to face.
Adaptable to new situations and an efficient user of Microsoft Word and Excel. Organisational skills
allow me to work quickly and accurately under pressure to meet deadlines and annual targets.
Actively seeking a career change with an opportunity to build on existing skills.
KEY SKILLS:
Sound Commercial Management
Help contribute to the financial success of both client and employer in a variety of ways:
- Managed a £10m commercial lending portfolio across 60 SME clients – achieving a 30%
reduction in the Bank’s liability within a two year period.
- 32 years experience working for the Bank the last 17 years related to Business Banking.
- Identify and develop new opportunities and quality leads to achieve business objectives
- Support the office management with Health & Safety, Compliance and general Office
Administration.
Client Relationship Management
Enjoy the interaction with colleagues and customers alike in the pursuit of building great long-
term working relationships:
- Provided excellent customer service.
- From Sole Traders and Partnerships to Ltd Company Directors, advising on products and
services to meet their evolving needs.
- With Peer groups, e.g. to successfully remove a significant back log of data
Organisational and Planning
- Able to prioritise daily tasks -ensuring business critical tasks are completed first and ensuring
working day is organised and managed effectively.
- Built long term professional connections with Solicitors and Accountants through annual Wine
Tasting event and Golf days.
- Organised and hosted annual Corporate Hospitality events for a number of years
- Attended other Networking events to meet individuals with whom I could mutually benefit with
my experience and knowledge of the Banking industry.
Influencing and Negotiation
- Dealt with customer complaints on a regular basis
- Negotiating mutually beneficial solutions for customers’ situations and grievances.

2. - Liaising with both internal complaints departments and the Financial Ombudsman Services.
- Comfortable working on my own or as part of a wider team to deliver results.
EMPLOYMENT HISTORY
Career Break January 2015 to present day
- Now actively seeking employment
Commercial Real Estate Manager for National Australia Bank May 2013 to December 2014
- Using the significant skills collated below to engage in difficult calls to customers regarding the
future Strategy of the Bank and helped them to reconsider their options regarding their debt
with NAB, ensuring that the customers’ transitions are dealt with smoothly and efficiently.
- Identify and develop new opportunities and quality leads to achieve business objectives
- Establish, develop and use networks of internal and external contacts
Associate to a Commercial Real Estate Manager Oct 2012 - May 2013
- Leadership and motivation of staff including coaching, training and mentoring
- Assess and take appropriate action on irregular accounts
- Support the office management with Health & Safety, Compliance and general Office
Administration, as well as the further skills listed below
Business Associate at Yorkshire Bank in Sheffield June 2002 – Oct 2012
- Sought innovative solutions to create a best practice service environment that drives customer
orientated solutions.
- Working on portfolios at Partner and Senior Partner level to assist in achievement of targets
and provide a high level of member satisfaction by the delivery of excellent customer service.
- Liaising with Internal departments, as well as liaising with Solicitors, Accountants and other
Business professionals to promote a professional image to prospects and existing members of
the Bank.
- Analysis of customers’ financial statements and cash flow cycles to provide the most
appropriate solutions.
- Significant experience of Business Banking products, networks and stakeholders, systems and
work processes.
- Good knowledge and experience of sales techniques and negotiation skills, and achieving
targets in current role.
- In depth understanding of compliance and risk as it relates to the role.
Previously
Started Career in Bank working my way through the ranks:
From leaving School worked as Cashier then Personal Loan and Mortgage advisor and assistant Bank
Manager before moving into the Business Sector of SME’s and Corporate Finance.
Education & Qualifications:
1 A Level and 6 O Levels including passes at English and Mathematics

3. 2012: Omega Commercial Loans to Small Businesses
2013 Moody’s professional Lending
2013 Spin (Negotiation and Sales Skills)
2014. FCA Compliant, Anti Money Laundering and Fraud, Data Protection Act, Data Quality
Awareness, Health & Safety, Treating Customers Fairly, Dignity and Diversity at Work
2015 NCFE level one in employability – Contact Centre