Jessie has seven years of progressive experience in the banking and financial services industry. She has held roles in Customer Service/Account/Relationship management and Compliance specializing in Know Your Customer (KYC) and Correspondent Banking. She excels in providing customized service to clients, particularly through tailored phone calls.
Jessie also has experience in sales, phoning customers for sales, presenting pitches to clients in person and over the phone and follow up sales calls/emails. In Jessie's most recent role she was the top sales performer.
Jessie has significant experience in administration, organisational processes and documentation.
Jessie is friendly, approachable and organised, she speaks clearly and has an Australian/British accent.
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SME Market Utilities / London CMEDD Banks Sector Manager
7月, 2014 - 4月, 2016
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1 , 9
HSBC
7月, 2014 - 4月, 2016
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1 , 9
Jessie has held several roles within HSBC. Most recent role;
Drove client adoption of kyc.com service, signing up the highest number of clients globally. Lead pitches to convert clients throughout UK and Europe. Aligned internal stakeholders, including Global Relationship Managers, to promote the utility. Primary point of contact for kyc.com utility and broad KYC knowledge and escalation resolution.
7月, 2014 - 4月, 2016
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1 , 9
Account Manager
1月, 2014 - 7月, 2014
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6
Thomsons Online Benefits
1月, 2014 - 7月, 2014
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6
Identified new sales opportunities through B2B sales channels. Managed and developed relationships with clients.
1月, 2014 - 7月, 2014
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6
Training & Relationship Manager
10月, 2011 - 10月, 2013
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2
Macquarie Group
10月, 2011 - 10月, 2013
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2
Responsible for developing and maintaining quality relationships with financial advising and stockbroking firms, ranging from boutiques to corporations throughout Western Australia. Making it easier to do business with Macquarie by developing a strong relationship with each organisation and understanding their individual requirements.