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James Woodhead

James Woodhead. This CV is intended for promotional purposes, and as such slides may not be readable in full in the time automatically displayed as a slide show. This slide show requires sound enabled, recommended at a low setting if you are currently in an office. Please click to continue.

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James Woodhead

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  1. James Woodhead This CV is intended for promotional purposes, and as such slides may not be readable in full in the time automatically displayed as a slide show. This slide show requires sound enabled, recommended at a low setting if you are currently in an office. Please click to continue

  2. James Woodhead CV

  3. Someone with experience…

  4. Someone motivated…

  5. A new member of your team…

  6. Look no further!

  7. I’ll bring you

  8. I’ll bring you

  9. A solution you can apply • Training and Coaching • Project Management • Excel & VBA Development • Process and Procedure Development

  10. I can do Compliance • Due Diligence • PEP Reviews & Identification • AML monitoring • Risk based thinking

  11. I can do Development • Planning and Design • Testing and Development • Staged Progress and review • Delivering to deadlines

  12. I can do Project Management • Planning & Monitoring • Progress Analysis • Team building • Reviews & Reporting • Deadline Delivery

  13. And have done for

  14. Previous Roles • Financial Consultant Barclays Wealth - via Zing Consulting Limited • Various Roles within KYC Administration, Project Management & Development Deutsche Bank (Jersey) via Rowlands Recruitment

  15. Back further… • Senior Compliance Administrator Royal Bank of Canada • Customer Complaints Advisor Abbey International

  16. And further still… • Personal Executive Assistant XS Broadcasting Ltd • Customer Account Manager CitiFinancial

  17. A broad range of skills Constantly developing Excellent communication skills Advanced MS Office skills Confident Problem Solving Analytical thinking High level of customer service, internal and external Determined to deliver results • High level of IT competency • Project Management • Training and Coaching • Keeps to tight deadlines • Self motivated • Creative • Adapts quickly to change And much more…

  18. I’ve handled… • HNW and High Risk Clients • Client Complaints of all levels • Profit and Loss management • Senior management & Board level reporting • Process and procedure development • New business protocols • Targeted sales

  19. I’ve managed… • Complaints Teams • Project Teams • Self motivated projects • Sales Campaigns • Deadlines, targets and exceeded clients expectations!

  20. I’ve built… • Automated KYC databases in Excel • Complaints Management databases in Excel & Access • MI reporting systems in Excel with automation • Due Diligence Requirements engines • Formulas and automation that have saved hundreds of man-hours

  21. So what else is there?

  22. You’re getting everything you’ve seen and… • A lively and active team member • A sense of humour with a level head • Commitment to the team • The determination to get it done whatever it is • A creative problem solver • An excellent communicator • Someone who can work on their own initiative

  23. You want more? There is more!

  24. But you’ll have to get me in for an interview to find out!

  25. I’m looking for New Challenges Skill development

  26. A good team experience Opportunities to advance

  27. I look forward to meeting you soon!

  28. Thank you for watching

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