Alyson Round
Tel: 012*-***-****
E-mail: ***********@***.***
Tipton
West Midlands
DY4 7NY
I am a highly experienced, flexible and self-motivated individual
who has many years experience, in a variety of roles and sectors,
within the Banking industry. Organized, creative and time effective
team player who produces results in pressurized and challenging
environments with ease. Excellent communication skills combine with
a passion for service.
Career Summary July 2013 - present
PMO Support - Bishopsgate Financial
The role is to support the Project Manager &
Project Team working within the Corporate division
of RBS.
Responsibilities include:-
Direct support to Project Manager.
Collate and analyze customer account data.
Prepare weekly/monthly dashboard reports for
Stakeholders.
Liaise with business operations teams, Relationship
Managers and Service Delivery Managers. .
Identify and escalate any risks or issues.
Using a variety of software packages, such as
Microsoft Word, Outlook, PowerPoint, Excel, to
produce correspondence and documents and maintain
records, spreadsheets and databases.
Arrange and participate in meetings, conferences
calls, take minutes and ensure any actions are
completed.
Liaise with colleagues in other regions and staff
within the RBS network.
Maintain project contact lists and holiday tracker.
Order stationery and equipment working to a budget.
Ability to multi-task and work well under pressure,
often juggling several tasks at once.
March 2013 - May 2013
Consultant - Advantage Transition Bridge Fund
Limited
Completion of a loan capture and reporting exercise
required by Capital for Enterprise (UK Government)
October 2010 - February 2013
Implementation /PMO Support Manager - Bishopsgate
Financial
The role is to support the Implementation Team
working within the Corporate division of RBS with
the migration of a large number of their clients to
another buyer.
Responsibilities include:-
Direct support to Senior Implementation Manager and
cover in his absence.
Collate and analyze customer account data.
Prepare weekly/monthly dashboard reports for
Stakeholders.
Liaise with business operations teams, Relationship
Managers and Service Delivery Managers to
successfully complete the migration process for
each customer.
Attend meetings with high value customers as
support to Implementation Manager.
Identify and escalate any risks or issues that may
affect the successful completion of the migration
process.
Using a variety of software packages, such as
Microsoft Word, Outlook, PowerPoint, Excel, to
produce correspondence and documents and maintain
records, spreadsheets and databases.
Arrange and participate in meetings, conferences
calls, take minutes and ensure any actions are
completed.
Liaise with colleagues in other regions and staff
within the RBS network.
First point of contact for customer telephone
enquiries.
Responsible for on-boarding/off-boarding team
members.
Maintain project contact lists and holiday tracker.
Order stationery and equipment working to a budget.
Ability to multi-task and work well under pressure,
often juggling several tasks at once.
April 2009 - October 2010
Office Manager - Advantage Transition Bridge Fund
Limited
Responsible for the day to day office operations
covering both East and West Midland regions and
direct support to the chief executive.
Responsibilities include:
Sole responsibility for completion of both client
loan agreement and legal / compliance documentation
for Companies House and tracker set up to monitor
return
Liaising with solicitors with more complicated
security requirements
Agree, set up & monitor arrangements of loan
schedule with client
Setting up & monitoring loan repayments
First line of contact for client queries in
relation to the set up and running of their loan
agreement.
Preparation and collation of client monthly
statements.
Collate data for regular return, required by
government agencies, re operation & progress of
fund.
Collate invoice data to reclaim fees relating to
consultancy services provided by directors of the
company
Liaising with an outsource agency with the
production of management accounts
Identify, chase & escalate client non payments
Track & monitor client staffing levels required by
government
Responsible for managing finances for both regions
online and point of contact with the bank for all
queries.
Responsible for receiving and allocating incoming
post to the correct department to ensure dealt with
correctly.
Responsible for the purchase of stationery as well
as managing stock levels to ensure stockpiling does
not occur and at the same time that levels remain
workable.
Organize and co-ordinate all meetings for Board,
Committee and clients producing documentation and
power point presentation as required.
Responsible for health & safety procedures
1978 - 2009 Barclays Bank
2007 - 2009 Managers Assistant Commercial Banking
Supporting a Corporate Relationship Manager to
provide Sales and Service to a portfolio of 50
customer connections with turnovers ranging from
1million to 12million. Preparation of paperwork
prior to customer visits, proactive and reactive
sales, excellent service skills via telephony and
face to face customer visits with Relationship
Manager. Attend and organize customer forums,
lunches and seminars. In the absence of the
Relationship Manager provide support and solutions
to customer base in areas of risk, sales, service
and complaint handling. Outbound cold calling to
arrange appointments with potential new businesses.
Key achievements:
Won a quarterly award for sales and service three
times in first year of role.
Played a key role in the "Employee Opinion" working
party, held meetings with team and team leaders to
ensure changes took place in the right categories,
which resulted in a huge improvement in the annual
survey for the team.
Organized staff social events to support team
building, which included an eight-mile walk on Red
Nose Day raising 200.
2005 - 2007 Premier Relationship Manager (Retail)
Sole responsibility of providing sales and service
to a portfolio of 120 customers. To achieve targets
for existing and new to bank customers. Mainly
inbound calls from customers looking for advice on
all lending and saving products. Complaint handling
and resolving, budget planning and outbound cold
calling to achieve targets. All targets met and
exceeded throughout time in role.
2001 - 2004 Manager Small Business
Sole responsibility of providing sales and service
to a portfolio of 400 customers. Provide assistance
to local businesses in the form of presentations
and organizing seminars. All targets met and
exceeded throughout time of role. A customer wrote
to the Chairman, Sir Peter Middleton, commending me
Early career on my service skills.
1999 - 2001 Branch Manager (Retail) - Lye
1997 - 1999 Sales Advisor (Retail) - Stourbridge
1978 - 1997 variety of other roles including
counter, machinist and personal banker.
Education and 1972 - 1978 Perryfields High School Oldbury
Qualifications 7 CSE's attained, including 6 at 'C' or above
NVQ Level 2 in Customer Service
Barclays Professional Standard Testing
accreditation in:
Selling for Success
Influence and Negotiation Skills
Selling Skills
Fire Marshall
Data Protection
Fraud Awareness
Securities Part1
Time Management
Telephony Skills
Protection and welfare of Staff
Performance Management
Anti Money Laundering
Risk events
Sanctions awareness and customer engagement
Health and Safety 1, 2 and 3 including display
screen equipment and manual handling
Your responsibilities
Leisure
Interests Holidays, reading, walking with the dogs and member
of the Harley Davidson Motorbike Club.