
lisa smith
saving and investment services operations
About
Charities Aid Foundation provide financial services & donation processing services for charities. They also provide services for companies and individuals (including high net worths) to donate funds tax effectively to charities
united kingdom
west malling
financial services
account management, customer experience, team management, customer service, training, recruiting, performance management, coaching, business development, leadership, new business development, management, team leadership, financial services, charities, sales, banking, analysis, teamwork, marketing, customer acquisition, sales operations, publishing, digital publishing
Experience

saving and investment services operations
charities aid foundation

bank clerk
natwest bank

banking recruitment consultant
lindsay morgan associates
Carried out marketing calls to existing and prospective clients offering recruitment services to them and pitching appropriate candidates

customer services officer
clydesdale bank

account manager and senior consultant
ruesch international
* Managing a portfolio of corporate clients building and maintaining relationships and marketing additional products and services to them * Proactive telephone contact with clients identifying needs and providing appropriate solutions beneficial to client and generating revenue for the company * Supervising ‘client services’ team, monitoring and motivating productivity and sales opportunities, dealing with unresolved queries and complaints * Training of new members of staff, devising training plans and checklists, assisting manager with staff appraisals

personal banker and customer account manager
clydesdale bank
* Developed and serviced a portfolio of customers * Interviewed customers, discussed banking requirements with them and advised on and marketed bank products to them both face to face and by telephone * Identified customer needs and provided appropriate solutions, resulting in customer satisfaction and sales generation for the bank * Leader of sales team and managed an assistant * Responsible for control and monitoring of customer's lending facilities

account manager
dovetail services (uk) ltd
* Account manager of 1 of the key shareholder accounts for the company ensuring client expectations are met or exceeded and acting as a conduit between client, web team, finance, customer services teams and customers (subscribers) * Supervising an account executive, planning & organising workload, coaching and training * Producing reports and analysing data, utilising various internal systems and MS office suite with extensive Excel use including pivot tables * Anticipating client needs inline with company objectives to maximise growth
Education
chatham grammar school for girls
lisa smith's Contact Information
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