• Drive the entire sales cycle from initial customer engagement to closing the sale• Prospect for potential customers using various direct methods such as code calling and face to face meetings, and indirect methods such as networking, social selling to clients within the assigned territory• Qualify prospects against company criteria for ideal customers and sales within the territory• Consult with prospects about business challenges and requirements, as well as the range of options and cost-benefit to each• Maintain a high level of relevant domain knowledge in order to have meaningful conversations with prospects• Draft and deliver proposals• Provide forecasts on the best case and most likely sales volumes over relevant time periods• Work with the Marketing department to plan and execute generation campaigns• Provide feedback to sales management on ways to decrease the sales cycle, enhance sales and improve company branding and reputation• Provide feedback to Company management on market trends, competitive threats, unmet needs and opportunities to deliver greater value to customers by extending company offerings• Conduct all sales activities with the highest degree of professionalism and integrity

• Provide clients with strategic financial advice on investments and financial planning• Develop and maintain strong relationships with clients• Promote the AES client value proposition while driving engagement and positive client outcomes.• Ensure compliance with the regulatory and legal environment• Delivering monthly revenue targets• Work closely with colleagues to ensure that all clients receive excellent service and that all marketing and cross-sell opportunities are maximised• Proactively identify opportunities to improve the client experience• Writing reports and drafting Personal investment Plans

• Provide high quality face-to-face customer centric service to direct retail service customers• Provide a comprehensive and professional advisory and delivery service to customers• Actively searching for new potential business• Research and follow up new business opportunities to ensure targets are met • Meeting potential customers to discuss mortgage options and other financial needs• Convert enquiries into sales opportunities and ensure the highest service level throughout the process• Generate retail cross sales leads• Operate to monthly, quarterly and yearly sales targets• Ensure work is carried out and completed in a controlled, compliant, timely and accurate manner with emphasis on attention to detail• Ensure procedures and compliance requirements including AML are adhered to in relation to daily tasks• Prepared and presented comprehensive presentations on KBC’s financial products to potential clients using open forums in their workplace

• Consistently work towards weekly, quarterly and yearly targets while giving a positive customer experience on every occasion.• Act as a point of contact for customers at branch level, managing customer queries effectively and efficiently. • Providing the highest quality service in all client interactions.• Develop a relationship with the customer to enable practical and appropriate advice on suitable products and services. Ensuring each client is comfortable and at ease discussing personal financial details, creating an environment of trust, professionalism and client confidence.• Complete new lending & restructuring applications• Carry out high quality ‘personal needs reviews’ by identifying, prioritising and planning for future, as well as current needs from customers, from lending, savings, protection and investments • Evaluate the customers’ financial history to assess lending criteria met before application stage.• Work to achieve excellent sales quality for applications and financial reviews.• Represented Bank of Ireland in implementing the “Bank at Work” scheme into various companies• Keep up to date with Mortgage News, product knowledge, Central Bank Regulations and BOI guidelines. • Set up a Buddy system with the Front-Line staff in the branch to provide advice and support• Conduct high quality mortgage applications while being the customers only point of contact through their whole mortgage journey• Have been mentioned in Bank of Ireland’s monthly Newsletter for excellent customer service on numerous occasions

• Member of the customer service support team. The first point of contact in Bank of Ireland Stephens Green, effectively listening and handling customer queries and providing advice on financial products. • Identifying quality sales opportunities, leads and referrals and directing to the relevant advisors. • Working effectively as a member of the branch team to deliver excellent customer service and maximise sales whilst ensure customer satisfaction.• Constant ongoing training to ensure regulations, risk awareness and compliance kept at a constant up dated standard.• Trained multiple new employees on banking procedures to ensure a high standard of professional services are maintained.• Active participation in daily meetings with Branch Manager and team, providing updates on front-line targets and referrals and leading product knowledge sessions when requested by management.• Developed complaint handling skills• Migrate customers to online platforms