Jo Waggott

Finance Expert

A specialist in budgeting, debt management and lending criteria, Jo has 32 years experience in the financial sector. She’s well placed to give advice on budgeting and becoming self-employed.

Achievements

Specialities

In her own words

Jo's qualifications

2009 Leadership - Associate
ILM

2004 Lending Criteria
NatWest

2000 Assessors Award - D32/D33
Orpington College - EdExcel

1997 Counselling in Learning & Development - RSA Stage 2
Harrogate College

1990 Financial Awareness
NatWest

Jo's experience

Senior Manager
RBS Group
1977 - 2009

32 years of banking experience helping customers manage their finances by showing them how to save money, make money or just give them peace of mind. Playing a key role in the overall management of the business from a financial and operational perspective with the primary focus on delivering an exceptional standard of customer service. I achieve this by understanding the needs of the customer, business and recognise the strengths of individuals. I have a motivational style and am an active and quick learner. I value my team and lead from the front. I am an excellent team leader and team player who has the ability to use my own initiative and deliver results. I provide management and support to a team of 32 people who report directly to me and I contribute directly to their personal and professional development. I am particularly strong in the area of spotting potential and building confidence of the individual and the team, taking people who have limited experience or confidence and developing them as individuals and as team players to deliver exceptional customer service and the business objectives. I have a wealth of experience in the financial sector and have recently started advising organisations that assist individuals with financial needs.

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