Portfolio Assistant
"I support the portfolio monitoring team's operations and administration."
My role as a Portfolio Assistant is to help portfolio customers based in Cardiff and surrounding valleys.
As their main point of contact, I provide help, support and sign post to add value wherever possible.
I have been employed with the Development Bank of Wales for over 8 years with 25 years’ administration experience.
I am now responsible for a portfolio of customers providing the best customer service possible.