Financial Advisor

Santander Bank

Financial adviser on all mortgage. Consulting on costs and fees for first time buyers,  re-mortgages, change of lender,  Wide range of selling skills and knowledge of mortgage market and 

policy.  . Now looking to remain within the 

Banking/Finance sector, preferably in a training role rather than sales

  • Assisted customers with opening accounts.
  • Worked with prospective and existing customers to assess financial needs.
  • Identified and sold the appropriate investment services to customers.
  • Generated and followed up on leads.
  • Ensured compliance with company and regulatory requirements and guidelines.
  • Reported all incidences of noncompliance to immediate manager

  • Assisted customers with opening accounts.
  • Worked with prospective and existing customers to assess financial needs.
  • Identified and sold the appropriate investment services to customers.
  • Generated and followed up on leads.
  • Ensured compliance with company and regulatory requirements and guidelines.
  • Reported all incidences of noncompliance to immediate manager.