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BDM of the week

Sarah Elson sorts out problems when she says she will, is not afraid to tell you when she knows you are wrong. She’s also honest and a great person to work with, says Matthew Lee

Name: Sarah Elson

Age: 31

Company: Scottish Widows Bank

Area: Yorkshire

NOMINATED BY: Matthew Lee, sole trader, Westside Independent Financial Services

Reasons for nomination: I’d nominate Sarah Elson as BDM of the week, month and year. I have been doing this job for the past 10 years and been in the industry for 18. I have seen many people come and go and Sarah is one of the most conscientious, hard working and sensible people that you could wish to have looking after your relationship with a lender.

She does it all. She phones when she says, sorts out problems when she says she will, is not afraid to tell you when she knows you are wrong, supports cases when there is a need to do so, is honest and a great person to work with.

BDM says: I am delighted to be nominated by Matthew. It is fantastic and rewarding to hear such supportive and positive comments and to know that the work I do is appreciated. I enjoy my role due to the variety of challenges that arise each day, along with the satisfaction of assisting the diverse range of advisers I look after.

I try to understand how advisers work and therefore what they need from me. This means I can tailor my service so it suits them. Prior to moving to a BDM role I was a financial adviser myself and I think this helps me to see a case from the adviser’s point of view.

My aim is to ensure I deliver the best service possible and always treat my advisers and colleagues at Scottish Widows Bank in the way I would like to be treated.

Have you got a BDM that has impressed you? Please send nominations to


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