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Cox - Financial Advisor - Dundee, Scotland, UK

Natalie Cox

Dundee, Scotland, UK


Financial Advisor

  • Part time

Work History

Outbound Sales Advisor

John Clark Motoring Group

July 2013 - December 2013

I am currently responsible for my own workload as an outbound sales adviser. To date, I have personally generated over £60,000.00 in income for the group. My main responsibilities included:
• Phoning existing and lapsed customers to book in any works that are due on their vehicle;
• Calculating end of month sales figures and submitting to the line manager;
• Cleansing the database of historic and inaccurate data;
• Resolving customer disputes.

Customer Service Consultant

Dunfermline Building Society

May 2011 - June 2013

I managed inbound Mortgage, Savings and Investment Servicing calls for the Cheshire Building Society brand. My main responsibilities included:
• Providing an excellent level of service to each and every customer;
• Generating referral leads for the Personal Mortgage Adviser and the Financial Planning Manager, and to ensure all paperwork is up to date;
• Keeping my own knowledge up to date with regards to products and processes;
• Taking payments & clarifying information to customers;
• Monitor my own performance throughout the day to ensure I stay on target for product sales and work effectively with my colleagues to meet team targets;
• Use customer data to identify potential need areas;
• Resolving customer disputes.

Qualifications & Certifications


Steyning Grammar School

Accounting Software

Fife College

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