Ross Cummings

Dealing with all aspects of the brokerage service, covering every service offered to retail clients by the company. Includes dealing with clients by telephone, email and in writing. Experience in the Client Onboarding process with a knowledge of CDD and KYC regulations, dealing with Broker to Broker transfers, carrying out transactions with the market on behalf of our clients, explaining and processing complex Corporate Actions, and was involved in the set up and launch of our International Trader platform.

Covering all aspects of the retail banking service, from dealing with cash on the desk through to advising our customers on the products and services that were available and suitable to their needs. This involved referring people to our mortgage and insurance brokers, with specific indivdual and branch targets on the number and quality of leads that were passed to other areas of the company.

As well as the usual bar duties of serving customers, I dealt with cashing the tills, logging orders with suppliers, taking and quality checking deliveries, making up and amending the staff rota, and ensuring all staff were trained and performing to the standards set out by the company.