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Alan Weldon is listed as Financial Advisor. Gogan Insurances. at Gogan Insurances Ltd, a with 12 employees, based in Ireland. AeroLeads shows a matched LinkedIn profile for Alan Weldon.
Alan Weldon previously worked as Financial Advisor at Gogan Insurances Ltd and Customer Service Officer at Ex: Ulster Bank. Alan Weldon holds National Diploma In Manufacturing Engineering 1993 from Dundalk Institute Of Technology.
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I am a Financial Services Professional with a wealth of experience across a number of areas of Retail Banking with Ulster Bank and First Active in the areas of Financial Sales, Customer Service and Retail Operations. I am currently employed as a Financial Advisor with Gogan Insurances in South Dublin.
Listed skills include Personal Financial Planning, Operational Risk, Retail Banking, Employee Training, and 1 others.
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County Dublin, Ireland
My role involves establishing our customers financial needs by conducting fact finds. I recommend life cover,mortgage protection, pension plans, savings and investments to match our customer requirements.I also assist our Financial Services Manager in managing part of the pipeline business of the Financial Services Department of the business.
Dublin, Cavan And Monaghan
• Identified financial needs of our existing and new to bank customer thus leading to full financial reviews .• Conducted all customer daily transactional requests eg: cash , foreign exchange, deceased accounts, domestic and international payments• Managed branch vault cash holding on a rotational basis.• Completed weekly internal control tests to ensure minimal risk exposure to the bank at all times.• Reconciled all Anti Money laundering and daily branch reports.• Processed domestic and international payments for personal and business customers alike.
Dublin
• Fulfilled a coaching role in training staff across the branch network in all areas of risk and control within the business• Ensured branches performed well in branch internal audits and embedded good work practices. • Project managed on branch location sites for the Integration project team for the migration of First Active hardware and software systems onto the existing Royal bank of Scotland platform.• Provided support the Retail Operations Manager in relation to Concerns and Queries.
Navan
• Generated customer lending and investment leads at front counter and via by phone through existing branch customer contact listings.• Conducted fact finds to establish customer financial needs and made subsequent recommendations.• I was responsible for selling a variety of our savings and investments products including regular savings, fixed term deposits, tracker bonds and managed funds.• Dealt with customer transactions and queries on a daily basis.
Other employees you can reach at gogans.ie. View company contacts for 12 employees →
Anne Quinn Cip
Colleague at Gogan Insurances LtdKildare, County Kildare, Ireland
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HP
Hlayisani Phiona
Colleague at Gogan Insurances LtdNelspruit, Mpumalanga, South Africa
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EM
Eileen M.
Colleague at Gogan Insurances LtdDublin, County Dublin, Ireland
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LS
Louise Sykes (Cip)
Colleague at Gogan Insurances LtdIreland
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Quick answers generated from the profile data available on this page.
Alan Weldon works for Gogan Insurances Ltd.
Alan Weldon is listed as Financial Advisor. Gogan Insurances. at Gogan Insurances Ltd.
Alan Weldon is based in Ireland while working with Gogan Insurances Ltd.
Alan Weldon has worked for Gogan Insurances Ltd, Ex: Ulster Bank, and First Active.
Alan Weldon's colleagues at Gogan Insurances Ltd include Anne Quinn Cip, Hlayisani Phiona, Eileen M., and Louise Sykes (Cip).
You can use AeroLeads to view verified contact signals for Alan Weldon at Gogan Insurances Ltd, including work email, phone, and LinkedIn data when available.
Alan Weldon holds National Diploma In Manufacturing Engineering 1993 from Dundalk Institute Of Technology.
Alan Weldon is listed with skills including Personal Financial Planning, Operational Risk, Retail Banking, Employee Training, and Project Management.
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