Finley Potter

About the Candidate

I am writing to express my interest in opportunities within your organisation. With almost two years of experience at Nationwide Building Society, including progression from Customer Representative to Customer Relationships Manager, I have developed a strong understanding of financial services, customer relationship management and delivering personalised outcomes for customers.

In my current role, I lead customer appointments and review meetings, supporting members through important financial decisions and ensuring that recommendations are appropriate to their individual circumstances and needs. I manage my own diary, take responsibility for customer outcomes and build trusted relationships with a diverse range of people. My progression within Nationwide reflects my commitment, performance and ability to take on greater responsibility.

Alongside my customer-facing responsibilities, I have developed valuable leadership and coaching experience. I regularly support colleagues by sharing knowledge and coaching them on customer conversations, relationship-building techniques and service excellence. I have also led team meetings, staff briefings and engagement sessions both in person and through Microsoft Teams. These experiences have strengthened my confidence, communication and ability to influence and motivate others.

My previous experience in hospitality and retail also provided me with a strong foundation in customer service, accountability and working effectively under pressure. Across my roles, I have consistently enjoyed working with people and finding solutions that meet their individual needs. I believe one of my greatest strengths is my ability to build rapport quickly while maintaining a professional and approachable manner.

I have also actively sought opportunities to develop my understanding of the wider financial services industry. Work experience with Potter Financial Partners and St. James’s Place gave me early exposure to financial advice, wealth management and professional client relationships, while an independent research project during my placement at St. James’s Place allowed me to develop my analytical, research and presentation skills.

Outside of work, my involvement in competitive football and golf has further developed my discipline, resilience, teamwork and self-motivation. Having captained football teams for several years and achieved a golf handicap of 3.0, I understand the importance of setting high standards, continuously improving and remaining focused when working towards a goal.

I am now looking to build on the experience I have gained at Nationwide and take the next step in my career. I am particularly interested in opportunities where I can combine my financial services knowledge, relationship-management experience and developing leadership skills while continuing to learn and take on new challenges.

I would welcome the opportunity to discuss how my experience, attitude and ambition could contribute to your organisation. Thank you for considering my application, and I look forward to hearing from you.

Yours faithfully,

Finley Potter
07376 112716
finleypotter9@gmail.com