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.
Changes saved
0.0 · 0 Reviews
Reviews
No reviews to see here!
Experience
SME Market Utilities / London CMEDD Banks Sector Manager
Jul, 2014 - Apr, 2016
•
1 year, 9 months
HSBC
Jul, 2014 - Apr, 2016
•
1 year, 9 months
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.
Jul, 2014 - Apr, 2016
•
1 year, 9 months
Account Manager
Jan, 2014 - Jul, 2014
•
6 months
Thomsons Online Benefits
Jan, 2014 - Jul, 2014
•
6 months
Identified new sales opportunities through B2B sales channels. Managed and developed relationships with clients.
Jan, 2014 - Jul, 2014
•
6 months
Training & Relationship Manager
Oct, 2011 - Oct, 2013
•
2 years
Macquarie Group
Oct, 2011 - Oct, 2013
•
2 years
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.
Oct, 2011 - Oct, 2013
•
2 years
Certifications
US English
Verifications
Invite sent successfully!
Thanks! We’ve emailed you a link to claim your free credit.
Something went wrong while sending your email. Please try again.