Cathie Farrell Email & Phone Number

Dublin, County Dublin, Ireland

I lead teams of consultants to deliver customer-focused solutions to a wide range of financial services clients. Recent projects delivered include the customer appeals project for the Bank of Ireland Tracker Mortgage Examination, management of a 150% surge in customer complaints for an investment management client and provision and oversight of a team of c. 20 complaint handlers for a project with an Irish pillar bank client.Using my professional experience, I also contribute to the… Show more I lead teams of consultants to deliver customer-focused solutions to a wide range of financial services clients. Recent projects delivered include the customer appeals project for the Bank of Ireland Tracker Mortgage Examination, management of a 150% surge in customer complaints for an investment management client and provision and oversight of a team of c. 20 complaint handlers for a project with an Irish pillar bank client.Using my professional experience, I also contribute to the future direction of Grant Thornton’s Financial Services Consulting business, helping to shape our propositions, identify market opportunities and grow our client base. Show less

Dublin

Dublin, Leinster, Ireland

The Moneypenny Group is a boutique business and lifestyle management agency, specialising in the delivery of unique trade mission experiences and supplying corporate concierge services to visiting delegates into and out of Ireland. I was engaged by the business owner on a consultancy basis making business connections for trade mission delegates as well as providing advice and expertise on business development.http://moneypennygroup.com/

Project managed a 3 day sporting event attended by c. 500 people raising €14,000 to launch "Cairde - Friends Matter" a new mental health movement, on a volunteer basis. Cairde - Friends Matter is a mental health awareness charity set up to provide temporary accommodation and access to professional services to those whose poor mental health limits their ability to participate fully in society. Cairde is also developing a network of mental-health first aid providers nationwide.… Show more Project managed a 3 day sporting event attended by c. 500 people raising €14,000 to launch "Cairde - Friends Matter" a new mental health movement, on a volunteer basis. Cairde - Friends Matter is a mental health awareness charity set up to provide temporary accommodation and access to professional services to those whose poor mental health limits their ability to participate fully in society. Cairde is also developing a network of mental-health first aid providers nationwide. As Project Manager for the charities’ launch, I was solely responsible for all aspects of business engagement, marketing, media relations, communications and management of several launch events. Show less

Dublin

AIB Customer Financial Planning is responsible for the sales and service of Life, Pensions and Investments business through its tied agency with Irish Life.• Led the head office team (c. 4 staff) supporting the Regional Sales Managers and their teams (c. 65 staff) in delivering key business change projects to support the achievement of sales and income objectives, removing obstacles and developing enablers to business growth e.g.:o Revised sales force incentive packages to enhance… Show more AIB Customer Financial Planning is responsible for the sales and service of Life, Pensions and Investments business through its tied agency with Irish Life.• Led the head office team (c. 4 staff) supporting the Regional Sales Managers and their teams (c. 65 staff) in delivering key business change projects to support the achievement of sales and income objectives, removing obstacles and developing enablers to business growth e.g.:o Revised sales force incentive packages to enhance motivationo Enhanced the digital proposition adding on-line signature and video consultationo Developed an online lead management system• Co-ordinated the transformation of the entire marketing approach for the business in 2015. • Managed the relationship with strategic partner, Irish Life. Chaired weekly steering meeting of AIB and Irish Life Senior Management. • Analysed market trends, operational insights & customer experience to support the identification and validation of pools of opportunity for the business. e.g. Woman in Business, Not for Profit• Recognised as a coach and mentor who enhanced the professionalism and competence of the team. Two direct reports achieved promotion under my guidance during 2015 and 2017. Show less

Dublin

AIB Wealth & Deposits is responsible for the development, implementation and monitoring of the AIB Group Deposit business strategy.• Developed strategies to support deposit acquisition network wide and ensured smooth implementation of key operational change projects. e.g. transformed customer experience for deposit maturities • Led the project to reduce administration and thereby increase capacity for sales and advisory activities. o Oversaw the redesign of the fixed term… Show more AIB Wealth & Deposits is responsible for the development, implementation and monitoring of the AIB Group Deposit business strategy.• Developed strategies to support deposit acquisition network wide and ensured smooth implementation of key operational change projects. e.g. transformed customer experience for deposit maturities • Led the project to reduce administration and thereby increase capacity for sales and advisory activities. o Oversaw the redesign of the fixed term deposit product suite and subsequent migration of 62,000 existing accounts. Created a team including key Legal, Compliance and Marketing personnel to devise all related customer communications. • Identified & analysed developments in the marketplace in terms of changing consumer and competitor behaviours using focus groups, voice of customer analysis and network feedback.o Delivered the first digital proposition by adding two new online products that exceeded volume and sales targets in 2013 and 2014.o Worked with internal marketing teams and external agencies to agree and implement a targeted advertising and marketing plan. • Reinvigorated communications with the branch and business centre networks by implementing monthly call programmes, producing customer engagement tools and training modules as well as arranging for a dedicated intranet site. • Controlled the Group margin and volume management strategy, achieving a €400m reduction in the annual interest cost to the Bank in 2013. • Represented the business and its customer on AIBs strategic project on the future of the EBS franchise.• Wrote the 2015 Product & Proposition Plan for the business. Show less

Dublin

AIB Corporate Banking provides a comprehensive relationship banking service to top-tier Irish companies and overseas multinationals.• Acquired, managed and developed new client relationships for Corporate Banking, introducing 73 new customers.Some highlights include: 1. Won the financing a new MRI scanner for a private hospital for €900k at a 4% margin.2. €70m of facilities sanctioned (incl. Comm. Finance of €8m, Leasing €2m) for a large meat processor.3. Won a new… Show more AIB Corporate Banking provides a comprehensive relationship banking service to top-tier Irish companies and overseas multinationals.• Acquired, managed and developed new client relationships for Corporate Banking, introducing 73 new customers.Some highlights include: 1. Won the financing a new MRI scanner for a private hospital for €900k at a 4% margin.2. €70m of facilities sanctioned (incl. Comm. Finance of €8m, Leasing €2m) for a large meat processor.3. Won a new relationship with a City Council who previously had a 40 year relationship with a competitor adding c.€3.7m in deposits. • As Product Advisor for Deposits to Corporate Banking customers, I developed new relationships with 14 public sector entities, adding over €100m in deposits. • Worked closely with all AIB product advisors to maximise cross-selling potential and ensured seamless customer service.• Project managed the integration of the former Anglo corporate deposit customers into AIB Corporate.• Fulfilled role as Corporate Banking (c.140 banking professionals) Deposits Coordinator to organise and report on the Corporate Banking deposits initiative through example, motivation and continued focus on the agenda. Deposit margins reduced by 0.39% between June and December 2012 and customer rates reduced by 0.75% in the same period. The balance of deposits remained stable throughout 2012 at c.€6.8bn despite this backdrop of cost reduction.• Provided all Corporate Banking reporting on resources required for the government-commissioned external review of AIB in early 2011. Show less

Sydney, Australia

• Moved to Australia to develop a Corporate Deposits business to fund local lending activities.• Acquired, managed and developed new corporate customer relationships in Queensland and Northern Territory• Generated 59% (AUD$808m) of the year end deposit balance for the branch for 2009 with average deposit size of AUD$32m• Achieved 50% (AUD$510m) of year end volume target (AUD$1.1bn) by end of Q1 2010. • Organised, sponsored and attended industry conferences nationwide.

Dublin, Ireland

• Provided Asset Finance requirements to customers of AIB Corporate Banking, managing a lease book of €263m. • Specialised in residual-based technology finance through a strategic alliance with Commonwealth Bank of Australia.• Managed the project to roll the technology finance product out to the branch network, working with 63 asset finance reps. to deliver the product to their clients nationwide.

Dublin

• Provided management and staff with commercial solutions to complex issues while ensuring continued compliance.• Identified and advised management on key upstream risk and any preparatory work required• Implemented the compliance risk identification, assessment, monitoring and reporting framework.

Diploma In Company Direction

Qualified Financial Advisor

Professional Diploma In Digital Marketing

Professional Qualification, Accounting

Ba (Fin Acc), Finance And Accounting, 2.1

2.1 Honours Degree in Finance and Accounting