Charlie Mcgrath Ba, Qfa, Cua

Charlie Mcgrath Ba, Qfa, Cua Email and Phone Number

Savings & Loans Adviser at Claddagh Credit Union @ Claddagh Credit Union
8/9 Mainguard Street, Galway,Ireland
Charlie Mcgrath Ba, Qfa, Cua's Location
Galway, County Galway, Ireland, Ireland
About Charlie Mcgrath Ba, Qfa, Cua

Professional, conscientious and motivated individual with over 19 years experience in the financial services sector. A Qualified Financial Advisor with a broad range of customer service and administration positions within the industry across three different organisations. A proven record of delivering outstanding customer service, and highly skilled in managing, leading and developing colleagues in a variety of duties across various roles.

Charlie Mcgrath Ba, Qfa, Cua's Current Company Details
Claddagh Credit Union

Claddagh Credit Union

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Savings & Loans Adviser at Claddagh Credit Union
8/9 Mainguard Street, Galway,Ireland
Website:
sacu.ie
Employees:
27
Charlie Mcgrath Ba, Qfa, Cua Work Experience Details
  • Claddagh Credit Union
    Loans Officer
    Claddagh Credit Union Feb 2014 - Present
    Galway
    • As one of the primary member contact points, I provide new and existing members with exceptional service, dealing with their enquiries and requests in a timely and efficient manner.• Perform member day to day transactions including; lodgements, withdrawals, domestic transfers, foreign currency exchange and international money transfers/cheques. • Process member loans applications by completing a detailed financial assessment to ascertain the member's repayment capacity, ensuring ability to repay the loan and thereby reducing the credit union's exposure to any undue risk.• Liaise with members whose loans have been deferred to discuss possible avenues to complete the loan, and informing those members whose loans have been granted to ensure a timely drawdown of funds.• Carry out administrative tasks including: over-viewing daily withdrawal forms and completed loan applications to verify all necessary documentation is held, updated and signed off in accordance with internal policy; and inspecting new member account forms, ensuring all Anti-Money Laundering and 'Common-Bond' criteria are satisfied.• Perform the Cashier role; processing the daily cheque lodgements and updating the relevant spreadsheets, verifying the float is balanced, processing cash orders, answering incoming calls and ensuring all emails and postal queries are dealt with timely and efficiently.
  • Acc Bank
    Sales Administrator
    Acc Bank Oct 2012 - Jan 2014
    Galway, Ireland
    • As the primary customer contact point for the branch I provided excellent customer care and dealt with enquiries and requests in a timely and efficient manner.• Carried out a number of day to day transactions: lodgements, withdrawals, domestic transfers, telegraphic transfers, issuing drafts. • Performed Deed of Discharge and eDischarge requests by solicitors and Data Access Requests by customers.• Obtained correct account mandates and updated customer Anti-Money Laundering documents in line with the Criminal Justice Act 2010 requirements.
  • Danske Bank
    Personal Adviser
    Danske Bank May 2005 - Oct 2012
    Galway, Ireland
    • Held a number of roles within the bank; began as a Teller and became a Customer Service Official in the Eyre Square branch, before being promoted to the position of Personal Adviser within the bank's new branch in the Galway Financial Services Centre (GFSC). • Advised customers on all their financial needs: current accounts, savings accounts, personal loans, credit cards and mortgages; life assurance and home insurance policies; and investments via a range of products including, online share-dealing accounts, managed funds and pensions.• Acted as Branch Manager within the GFSC branch for a period of 6 months in 2009, during which I managed all the day-to-day aspects of the branch: approving daily account excesses, managing loan arrears, dealing with distressed customers, completing weekly and monthly reports for head office, attending managerial teleconferences, and facilitating staff training and development on an ongoing basis.• Held sole responsibility for training teller staff on the usage of a new IT system following the change to Danske Bank. I also led a bank-wide initiative to meet the regulatory requirements under the 'Criminal Justice Act 2010'; outlining the process to the entire branch network and providing support and guidance to staff members when needed.• Ran various direct marketing initiatives including promoting the launch of the GFSC branch in 2007, implementing a customer acquisition drive and leading a Student Loan campaign.• Gained extensive experience in the area of Cash Management: balancing Euro, foreign exchange and internal accounts; processed weekly cash remittance and maintained the ATM.• Held a range of other duties within the GFSC branch, including acting as the Tax Compliance Supervisor, the Cost Champion and the Physical Security Officer.

Charlie Mcgrath Ba, Qfa, Cua Skills

Banking Retail Banking Customer Service Retail Sales Financial Services Compliance Aml Credit Management Business Relationship Management Microsoft Office Private Banking Credit Loans Credit Risk Cash Management Commercial Banking Credit Analysis Mortgage Lending

Charlie Mcgrath Ba, Qfa, Cua Education Details

Frequently Asked Questions about Charlie Mcgrath Ba, Qfa, Cua

What company does Charlie Mcgrath Ba, Qfa, Cua work for?

Charlie Mcgrath Ba, Qfa, Cua works for Claddagh Credit Union

What is Charlie Mcgrath Ba, Qfa, Cua's role at the current company?

Charlie Mcgrath Ba, Qfa, Cua's current role is Savings & Loans Adviser at Claddagh Credit Union.

What schools did Charlie Mcgrath Ba, Qfa, Cua attend?

Charlie Mcgrath Ba, Qfa, Cua attended University College Dublin, University Of Wales (Facilitated Through The Galway Business School), The Institute Of Banking, Galway-Mayo Institute Of Technology, St Joseph's College, Galway, Customer Experience Excellence Ireland, Lia.

What skills is Charlie Mcgrath Ba, Qfa, Cua known for?

Charlie Mcgrath Ba, Qfa, Cua has skills like Banking, Retail Banking, Customer Service, Retail Sales, Financial Services, Compliance, Aml, Credit Management, Business Relationship Management, Microsoft Office, Private Banking, Credit.

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