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Strong Financial Services Candidatr
Miguel Contreras
,
BILLINGHAM, United Kingdom
Experience
Other titles
Skills
I'm offering
A versatile and solution focussed Banking Contractor / Aspiring Risk Analyst with in-depth experience and a sustained record of success within the finance sector. A proficient strategist and 'Can Do' individual, with a proven record of adding value to existing teams and enhancing commercial performance, through personal vision, hard work and proficient task management. Commercially astute, with strong analytical, problem-solving and decision-making ability, together with excellent communication skills, and a good understanding of AML, KYC and related regulatory/compliance standards. Committed to continually improving procedures, by suggesting ideas and being a positive voice; now seeking a related role where experience, expertise and genuine commitment will bring immediate value.
Markets
United States
United Kingdom
Language
English
Fluently
Spanish
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2018 - ?
freelance
Banking Contractor / Remediations Specialist
Ellisa Ltd, Reeds (Santander).
Key Achievements and Responsibilities:
● Plays a key role in providing remediations support which encompasses; conducting detailed investigations, customer classification and determining fair and balanced outcomes whilst adhering to all processes based on the type of PPI complaint
● Works collaboratively on various processes and outcomes of PPI complaints within Santander, acting as a Specialist within the firefighting team
● Actively facilitated training, including aspects of quality control, case handling and the use of KYC principles to conduct initial investigations, ID&V and CDD based on their complaint
● Consistently achieved a QC score of over 99.8% and has been acknowledged in several of Teesside Santander's newsletters for 100% Quality for six months or longer
● Achieved above 100% for efficiency averages and have trained and oversaw other staff and contractors on the quality of their work
● Developed familiarity with a range of products from mortgages, endowments, store cards, credit cards (Santander, Alliance &Leicester, Cahoot, MBNA, N&P, Lombard, Time Retail Finance & Loans
● Plays a key role in providing remediations support which encompasses; conducting detailed investigations, customer classification and determining fair and balanced outcomes whilst adhering to all processes based on the type of PPI complaint
● Works collaboratively on various processes and outcomes of PPI complaints within Santander, acting as a Specialist within the firefighting team
● Actively facilitated training, including aspects of quality control, case handling and the use of KYC principles to conduct initial investigations, ID&V and CDD based on their complaint
● Consistently achieved a QC score of over 99.8% and has been acknowledged in several of Teesside Santander's newsletters for 100% Quality for six months or longer
● Achieved above 100% for efficiency averages and have trained and oversaw other staff and contractors on the quality of their work
● Developed familiarity with a range of products from mortgages, endowments, store cards, credit cards (Santander, Alliance &Leicester, Cahoot, MBNA, N&P, Lombard, Time Retail Finance & Loans
Retail, Training, Finance, Banking, Support, QC, KYC, Processes
2017 - 2018
job
Ambassador
Google (Gekko).
Key Achievements and Responsibilities:
● Championed the training, enrolling and motivating of retail staff at both Curry's and John Lewis throughout the Northeast of England
● Provided a positive influence in sales through the methods mentioned but also to educate consumers regarding smart home and the benefits of Google's products and services and Google's compatibility with peripheral products and services
● Championed the training, enrolling and motivating of retail staff at both Curry's and John Lewis throughout the Northeast of England
● Provided a positive influence in sales through the methods mentioned but also to educate consumers regarding smart home and the benefits of Google's products and services and Google's compatibility with peripheral products and services
Retail, Training, Sales, Google
2016 - 2017
job
Business Development Executive
Visualsoft.
Key Achievements and Responsibilities:
● Challenged with researching and opening a line of communication with the key decision-maker(s) in businesses with a minimum of £1M/yr turnover to introduce Visualsoft's products and services
● Identified and reached out to key decision-makers within the organisation, with responsibility for qualifying potential customers to ensure good business for with Visualsoft's offerings, this includes establishing budgets and/or affordability
● Realised imminent and latent needs and creating opportunities for a sales consultant to build a preliminary strategy before formal fact find
● Successfully sold the concept of OLM and/or identify gaps in current strategies and booked appointments with prospective clients for a technical consultant to continue the sales process
● Documented all findings and prepare hand over to allow the consultant the best opportunity in completing a sale
● Challenged with researching and opening a line of communication with the key decision-maker(s) in businesses with a minimum of £1M/yr turnover to introduce Visualsoft's products and services
● Identified and reached out to key decision-makers within the organisation, with responsibility for qualifying potential customers to ensure good business for with Visualsoft's offerings, this includes establishing budgets and/or affordability
● Realised imminent and latent needs and creating opportunities for a sales consultant to build a preliminary strategy before formal fact find
● Successfully sold the concept of OLM and/or identify gaps in current strategies and booked appointments with prospective clients for a technical consultant to continue the sales process
● Documented all findings and prepare hand over to allow the consultant the best opportunity in completing a sale
Business development, Sales, Development, Organization
2012 - 2016
job
Sales and Marketing Brand Ambassador
Samsung UK Ltd.
Key Achievements and Responsibilities:
● Played a key role within a part-time-sales, promotion & training role in the retail major domestic appliances and SMART Home technology/ networking
● Actively sold Samsung major domestic appliances within retailers in Teesside while training retail staff on Samsung products and services in the Northeast
● Directly generated a turnover of 60.7 x annual earnings in 2015, with this being in addition to indirect sales through training and cascading of knowledge to retail staff within Teesside
● Presented with an "Award for Excellence" (London Ceremony) for having the 2nd highest average sale value in the UK & Ireland (average Basket Value) and for the positive impact in sales through training of retail staff at Currys and John Lewis in 2015
● Achieved growth of total market share in the refrigeration and laundry categories (Teesside) in 2015 resulting in >37% for premium brands market share & >85% market share on refrigeration products over £1,500 from >60%
● Successfully acknowledged and recognised as 2nd place for turnover in the UK & Ireland for the year of 2014
● Oversaw the growth of total market share for Samsung in Teesside across the refrigeration and laundry categories up to >22% and >30% for premium brands in 2014
● Championed the growth of market share from <10% to >20% in the laundry and refrigeration categories in 2013
● Successes were achieved through the training, enrolment, and support of the retail staff who would carry on selling because of personal training and motivation
● Played a key role within a part-time-sales, promotion & training role in the retail major domestic appliances and SMART Home technology/ networking
● Actively sold Samsung major domestic appliances within retailers in Teesside while training retail staff on Samsung products and services in the Northeast
● Directly generated a turnover of 60.7 x annual earnings in 2015, with this being in addition to indirect sales through training and cascading of knowledge to retail staff within Teesside
● Presented with an "Award for Excellence" (London Ceremony) for having the 2nd highest average sale value in the UK & Ireland (average Basket Value) and for the positive impact in sales through training of retail staff at Currys and John Lewis in 2015
● Achieved growth of total market share in the refrigeration and laundry categories (Teesside) in 2015 resulting in >37% for premium brands market share & >85% market share on refrigeration products over £1,500 from >60%
● Successfully acknowledged and recognised as 2nd place for turnover in the UK & Ireland for the year of 2014
● Oversaw the growth of total market share for Samsung in Teesside across the refrigeration and laundry categories up to >22% and >30% for premium brands in 2014
● Championed the growth of market share from <10% to >20% in the laundry and refrigeration categories in 2013
● Successes were achieved through the training, enrolment, and support of the retail staff who would carry on selling because of personal training and motivation
Marketing, Retail, Training, Networking, Sales, Technology, Growth, Support, Motivation, UP
2012 - 2016
job
Marketing Project Manager
Alnwick Services- AR Personal Touch Financial Services.
Key Achievements and Responsibilities:
● Team Leader Provideding key support within the mortgage and life assurance business development; building a small team of telesales and online marketing agents to generate, acquire and On-Board re-mortgages and life Insurance customers through a combination of direct marketing and passive online marketing
● Effectively managed resources to ensure that all marketing and client acquisition activities were complaint to FCA, CDD & AML, Ofcom and DMA marketing regulations and legislation as well as adherence to correct data management and data legislation
● Developed scalable campaigns that earned the advisor an average commissions/ fees of £3,000.00- £5,000.00 per completion
Oversaw client acquisition projects for my clients whilst delivering Sale/application to complete conversion of >80% success
● Team Leader Provideding key support within the mortgage and life assurance business development; building a small team of telesales and online marketing agents to generate, acquire and On-Board re-mortgages and life Insurance customers through a combination of direct marketing and passive online marketing
● Effectively managed resources to ensure that all marketing and client acquisition activities were complaint to FCA, CDD & AML, Ofcom and DMA marketing regulations and legislation as well as adherence to correct data management and data legislation
● Developed scalable campaigns that earned the advisor an average commissions/ fees of £3,000.00- £5,000.00 per completion
Oversaw client acquisition projects for my clients whilst delivering Sale/application to complete conversion of >80% success
Marketing, Business development, Online Marketing, Project Manager, Data management, Management, Direct marketing, Support, Development, Insurance, Online, Manager
2007 - 2012
job
Company Director
White Swan Finance Ltd.
Key Achievements and Responsibilities:
● Developed and managed a business; growing from two staff to over 20 through effective growth and change management projects
● Ensured compliance with FCA regulations, Ofcom and DMA regulations or legislation regarding financial products, sales and marketing
● Increased the average transaction value from £1,200 to >£5,000 within 6 months
● Drove inquiry to application 85% and application to completion varied from 50% - 80% depending on credit
● Developed and managed a business; growing from two staff to over 20 through effective growth and change management projects
● Ensured compliance with FCA regulations, Ofcom and DMA regulations or legislation regarding financial products, sales and marketing
● Increased the average transaction value from £1,200 to >£5,000 within 6 months
● Drove inquiry to application 85% and application to completion varied from 50% - 80% depending on credit
Marketing, Change management, Management, Sales, Compliance, Growth
2011 - 2011
job
Customer Service
Barclaycard- Thru One.
Customer service, Service
2008 - 2010
job
Company Director
Credit Review Ltd.
2005 - 2007
job
Sales Manager
The Loan Shop.
UK
Sales, Manager
2004 - 2005
job
Sales Team Leader
Dreamland Marketing.
UK
Sales
2001 - 2004
job
Assistant Manager
J.A.G.G. Management, USA.
Spain
Manager
1999 - 2001
freelance
Contractor
American Express.
PROFIONAL DEVELOP / ADDITIONAL INFORMATION
Member of The Chartered Insurance Institute: currently pursuing CII Level 4 qualification
Bachelor's Degree: International Relations & International Services
HND: Business Management & Economics
FPC / CeMAP: Part Qualified
FCA- AR registration 596475 (previous)
PRINCE2: Foundation & Practitioner Courses
Member of The Chartered Insurance Institute: currently pursuing CII Level 4 qualification
Bachelor's Degree: International Relations & International Services
HND: Business Management & Economics
FPC / CeMAP: Part Qualified
FCA- AR registration 596475 (previous)
PRINCE2: Foundation & Practitioner Courses
Prince2, Business Management, Management, Insurance, International
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