Jo at work
I started my career as a cashier in a local RBS branch 17 years ago. I later became chief cashier and was responsible for the day-to-day running of the branch.
In 2009, I became a Business Adviser with NatWest. My main role was to support a group of local Business Relationship Managers. I supported them in many ways, whether it was arranging their client meetings, liaising with solicitors and the banks’ underwriters on a property purchase or simply being at the end of the phone if a client had a banking query.
I was made redundant from NatWest in May 2017 and my little boy was born a month later. I then spent a wonderful 13 months on maternity leave before embarking on my Stonegate career in July 2018!
My day-to-day role varies, however my main duties include contacting providers for policy information, being part of the client review process (initial contact, formatting review files, finalising the recommendation), producing management information and preparing invoices.Qualifications