Verified recordFinancial Services

Dan Jolly

Director - Credit Governance & Control at Barclays Private Bank

Based in London, United Kingdom

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Seniority

Director

Department

Finance & Accounting

Location

London

Industry

Financial Services

Company size

1.5K

Contact information

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Email

1 credit

d•••••••@••••••.com

Phone

5 credits

+44 ••• •••• ••••

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Background

About Dan Jolly

I am a Credit Director, expert at building and leading performance management frameworks while driving collaboration, engagement and communication to optimise strategic outcomes, drive performance and enhance growth. I am highly skilled in leveraging a strong technical knowledge, professional qualifications and sector expertise to present highly complex lending solutions for UHNW clients. Barclays Private Bank Global Head of Credit set an objective to innovate performance management process. As Credit Director, I designed and implemented competency development framework. I scoped out design brief, leveraged stakeholders to build framework, verified skills requirements to align provision, then delivered to global teams via town halls / group training, while supporting individual development plans via 1:2:1 reviews. Succeeded in innovating performance framework, that became adopted by multiple Barclays Leaders. Barclays Private Bankmwas developing HNW mortgage proposition in Crown Dependency market. As Credit Director, I provided coaching to key client facing individuals to deepen credit analysis and case presentation skills. I supported high value referrals and training on HNW lending policy criteria, aided Banker and Credit Risk stakeholders to build credibility, facilitated joint Credit Specialist / Banker meetings, then strengthened leadership. One of my core skills is designing, innovating and driving innovative new frameworks, processes and policies that are specifically designed to strengthen controls, maintain compliance and achieve wider strategic objectives. I am passionate about leveraging networking activities when operating within regulated environment to deliver key projects and achieve world-class outcomes for clients while delivering on supervisory responsibilities. Key Skills: Coaching & Mentoring Stakeholder Negotiation Multi-Site Team Management Training Material Development Business Planning Policy & Framework Design External Network Building Regulatory Compliance Business Communication Training & Competency Management Leadership Development Credit Risk Assessment High-Net-Worth Client Management Strategic Relationship Building Financial Product Structuring Operational Risk Management

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