Morgan Park

NAB CASE MANAGER, BUSINESS 11/2022 – CURRENT

Barclays | Manchester, Manchester City

As a NAB Case Manager I currently manage a portfolio of 60 cases that consist of business accounts within recoveries managing cases up to £500k exposure subject to accreditation, usually without any tangible security resulting in any decision impacting directly on the level of recovery/loss on a case. Interact with the sanctioning team to manage cases outside of discretion providing clear and thorough rationale for the decision sought.

Analyze a variety of financial information from a variety of sources (Bank systems, own due diligence, customer etc.) and apply judgement to this information to formulate appropriate strategies with each customer.

Required to identify, understand and navigate through a high variety of potential complex financial structures to establish respective party’s liability and pursue multiple repayment solutions accordingly.
 

FINANCIAL ADVISOR 07/2022 – 11/2022

Barclays | Manchester, Manchester City

As a Moment Banker I provided an exceptional customer experience helping customers to achieve their ambitions and manage their day to day banking needs.

The role allows me to take ownership of our clients queries and complaints, by dealing with them in professional manor through various means of communication.

I am always demonstrating extensive knowledge of products and services.

FINANCIAL ADVISOR 12/2021 – 06/2022

Barclays | Glasgow, Glasgow City

As a Moment Banker I provided an exceptional customer experience helping customers to achieve their ambitions and manage their day to day banking needs.

The role allows me to take ownership of our clients queries and complaints, by dealing with them in professional manor through various means of communication.

I am always demonstrating extensive knowledge of products and services.
 

HYBRID BANKER 01/2021 – 12/2021

Barclays | Glasgow, Glasgow City

As a Hybrid colleague the job included roles and responsibilities, clumped together from two separate jobs.

Servicing customers through telephone banking avenue.

ESSENTIAL BANKER 10/2019 – 01/2021

Barclays | Glasgow, Glasgow City

As a Barclays Essential Banker I was the first point of contact for our customers.

I was able to provide expert advice on the products and services that was meant for them.

By understanding customer needs, dealing with their queries and at the same time promoting the bank services

A Levels:

• P.E
• Math
• English