Aaliya Adair

Processed cash movements, wire transfers, and asset transfers on schedule. Handled routine and complex account transactions with client instruction accuracy, and served as point of contact for transaction and account maintenance queries.

Managed clients' money in paper form from various investment banks and individuals. Reviewed and checked work of other Client Processing Support staff, resolved escalated issues, and handled complex work with time management.

Mediated between staff and management by passing requests, complaints, and needs. Monitored employee activity to spot struggling or underachieving staff needing training, and handled business administration duties including budget management and finance monitoring.

Provided excellent customer support and guidance while dealing with complex complaints, offering an empathetic approach to maintain loyal customer relationships. Boosted client retention by establishing sales goals and securing targeted rates.

Managed customer accounts, handling opening, closing, and large transaction oversight. Proactively engaged customers in conversations to identify financial needs and informed customers about self-service digital options.

Completed a week-long placement at ENGIE, designing a brand for a Marketing team and presenting a marketing presentation to a panel. Managed own workload and time to meet deadlines, and participated in daily meetings via TEAMS.

Assisted in packaging food products and welcomed and handled customers with care while supplying requested food. Used excellent communication skills to respond to customer concerns and listened to meet their needs.

Improved client consultations and determined needs through team management. Provided leadership skills to maintain steady operations and assisted employee payroll processes by tracking attendance logs and expense monitoring.

Received a Certificate of Appreciation on 29 January 2026 for going above and beyond in representing the voice of peers and fostering a positive and inclusive learning environment.

Grade: Distinction/Distinction/Merit

Completed a BTEC Extended Diploma Level 3 in Business, equivalent to A-Levels, with grades of Distinction/Distinction/Merit in the final year.

Completed a Level 2 Diploma in Business, along with Level 4 English and Level 1 Functional Skills.

Completed GCSEs including English at Level 4, Maths at Level 2, Science at Level 2, History at Level 2, and Sociology at Level 3.

Earned the Duke of Edinburgh Silver Award.