Image of Amanda Skelton

Amanda Skelton

mortgage and protection adviser

Experienced Advisor in the Financial Sector

Kilmarnock, United Kingdom

Section title

Amanda Skelton's Email Addresses & Phone Numbers

Amanda Skelton's Work Experience

moneyQuest

mortgage and protection adviser

October 2015 to Present

Glasgow, United Kingdom

Bank of Scotland

Financial Consultant

May 2012 to April 2015

Bank of Scotland

Banking and Savings Advisor

2007 to 2012

Amanda Skelton's Education

Chartered Insurance Institute

RO5 Financial Protection

Chartered Insurance Institute

CF2 Investment and Risk

Chartered Insurance Institute

CF1 UK Financial Services Regulations and Ethics

Amanda Skelton's Professional Skills Radar Chart

Based on our findings, Amanda Skelton is ...

Planners
Impulsive
Strategic

What's on Amanda Skelton's mind?

Based on our findings, Amanda Skelton is ...

57% Left Brained
43% Right Brained

Amanda Skelton's Estimated Salary Range

About Amanda Skelton's Current Company

moneyQuest

Frequently Asked Questions about Amanda Skelton

What company does Amanda Skelton work for?

Amanda Skelton works for moneyQuest


What is Amanda Skelton's role at moneyQuest?

Amanda Skelton is mortgage and protection adviser


What is Amanda Skelton's personal email address?

Amanda Skelton's personal email address is a****[email protected]


What is Amanda Skelton's business email address?

Amanda Skelton's business email addresses are not available


What is Amanda Skelton's Phone Number?

Amanda Skelton's phone +44 ** **** *294


What industry does Amanda Skelton work in?

Amanda Skelton works in the Banking industry.


About Amanda Skelton

📖 Summary

I have enjoyed working for the Bank of Scotland for the past 10 years, where I've had various different roles. Due to a change in structure within the branches I am taking this opportunity to further my career and look for new challenges. I am a committed and self-motivated adviser with extensive experience in the Finance Sector. I have significant experience in working within a busy and demanding environment delivering first class customer service and achieving excellent sales results. I can forward plan, make logical decisions and work under pressure to achieve deadlines. I am known for my adaptability, reliability and a perceptive team player demonstrating efficiency and determination to deliver results both personal and team success. I have currently completed CeMap.mortgage and protection adviser @ From October 2015 to Present (3 months) Glasgow, United KingdomFinancial Consultant @ Responsible for customers requiring Financial advice across 3 branches in Glasgow. Responsible for lead generation, interviewing, establishing needs and advising on the best products to meet their needs. • Work as an integral part of the branch team and support the Local Bancassurance Manager to deliver excellent customer service by putting the customer at the heart of everything by consistently delivering fair and right outcomes for customers. • Visibly live the Group Values, which is the 5Cs, Colleague, Commercial, Conduct, Community and Brand Behaviors and codes of Responsibility. • Work in collaboration as one team with the branch colleagues and mortgage advisors to deepen customer relationships. • An expert on all areas of the Bancassurance protection related business through keeping up to date with product knowledge. • Meet the requirements of a service and risk culture that complies with the Customer Treatment Standards, FCA rules and principles – reducing commercial/personal risk and operational loss within the bank. • Lead generation – engagement, up selling and development of branch team. • Developing strong partnerships with Mortgage Advisors and Banking Advisors across 3 branches to generate high volumes of leads. • Achieving green score for risk reporting and audits. • Outstanding feedback regularly, customer services scores achieving 10 out 10. • Strong accuracy and attention to detail ensuring paperwork was completed and compliant. • Good performance given at last appraisal. From May 2012 to April 2015 (3 years) Banking and Savings Advisor @ Responsible for sales and lead generation for banking and savings products. • Consistently achieving top 10 position across region for sales performance approx. 130% of target • Built strong relationships with Mortgage advisors and financial advisors generating 100% of target quality leads for them. • Trained, coached and developed branch colleagues on new and existing Banking and Savings products to support lead generation. • Top scores achieved consistently re customer service survey. • Effective diary management on a daily basis to ensure customer attendance at appointment. • Strong accuracy and attention to detail ensuring paperwork was completed and compliant. From 2007 to 2012 (5 years) Customer Service Advisor @ Responsible as first point of contact for handling and allocating customers enquiries and transactions • Sensitively handled bereavement interviews. • Dealt effectively with customer complaints leading to resolution with minimum handovers to management teams • Assess initial Mortgage leads prior to passing to Mortgage Advisor. Cashier Responsible for handling cash in/out transactions and lead generation. Balancing cash till at night. From October 2004 to June 2007 (2 years 9 months) Accounts Administrator @ Responsible for supporting Accounts Administrate, Reconciling of company accounts and Invoicing clients. From October 2001 to October 2004 (3 years 1 month) RO5 Financial Protection @ Chartered Insurance InstituteCF2 Investment and Risk @ Chartered Insurance InstituteCF1 UK Financial Services, Regulations and Ethics @ Chartered Insurance InstituteCF4 Retirement Planning @ Chartered Insurance InstituteCertificate in Financial Administration and Planning @ ifs University CollegeCeMap @ ifs University College Amanda Skelton is skilled in: Banking, Retail Banking, Mortgage Lending, Protection, Insurance, Interviews, Sales, Financial Services, Finance, Management, Financial Risk, Financial Advisory, Bancassurance, Credit Risk, Loans, Relationship Management


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In a nutshell

Amanda Skelton's Personality Type

Extraversion (E), Intuition (N), Thinking (T), Judging (J)

Average Tenure

2 year(s), 9 month(s)

Amanda Skelton's Willingness to Change Jobs

Unlikely

Likely

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