lisa smith

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

Country

united kingdom

City

west malling

Industry

financial services

Skill

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

charities aid foundation

saving and investment services operations

charities aid foundation

natwest bank

bank clerk

natwest bank

1989-2 - 1995-1 · 6 yrs
lindsay morgan associates

banking recruitment consultant

lindsay morgan associates

2000-4 - 2002-9 · 2 yrs 6 mos

Carried out marketing calls to existing and prospective clients offering recruitment services to them and pitching appropriate candidates

clydesdale bank

customer services officer

clydesdale bank

1995-1 - 1997-1 · 2 yrs 1 mo
ruesch international

account manager and senior consultant

ruesch international

2002-10 - 2005-11 · 3 yrs 2 mos

* 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

clydesdale bank

personal banker and customer account manager

clydesdale bank

1998-1 - 2000-3 · 2 yrs 3 mos

* 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

dovetail services (uk) ltd

account manager

dovetail services (uk) ltd

2013-5 - 2017-4 · 4 yrs

* 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

chatham grammar school for girls

1983-1 - 1988-1 · 5 yrs 1 mo

lisa smith's Contact Information

Email

******@***.com

Phone

(**) *** ****

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