Conor Culligan Qfa Rpa Email & Phone Number

Dublin, County Dublin, Ireland

Dublin, Leinster, Ireland

Toronto, Ontario, Canada

• Contribute to the achievement of Operations team Service Level Agreements (SLA), Key Performance Indicators (KPI) and business objectives.
• Support Senior Account Executives/Principals with the development, implementation and management of risk management and insurance programs, which accurately address customer needs.
• Work with Senior Operations Services Executive and Operations Services Team Leader to identify continuous improvement opportunities within operational processes.
• Continue to develop skills and knowledge by seeking out opportunities for growth.

Dublin, Leinster, Ireland

• Responsible for the meeting & exceeding of the Financial planning income target for two branches.
• Ability to identify and develop relationships with key stakeholders within a branch environment. Provide support to branch staff through informational sales and product presentations with a view to enhancing existing.
• Maintain highest level of compliance and quality standards by ensuring all processes and procedures are carried out correctly and in order.
• Achieve and exceed revenue/business targets for protection, pension and investment business at monthly, quarterly and half yearly points while working to the expected high standards of professionalism through the.
• Ability to work off my own initiative to generate business and sales by identifying quality sales leads from both existing and potential customers through our CRM system

Dundalk

• While completing the Graduate programme I undertook three separate roles within the retail set up; Customer service officer (6 months), Team leader (3 months) and finally Customer advisor (6 months).Customer Advisor;
• Cover for Branch Manager in their absence.
• Undertaking a complete financial review with customers daily; Holding the ability to identify specific customer needs regarding life / income / sickness protection and referring to the financial planning advisor where.
• Customer lending and processing of credit applications including overdrafts, loans and mortgages.
• Assisting customers with account opening including savings and current accounts.
• Meet & exceed targets per my own personal development plan and making sure I exceeded these at each quarter.

Ireland

• Delivery of excellent customer service through understanding and treating customers fairly.
• Customer lending including, processing applications and liaising with lending support.
• Ability to generate sales through inbound calls & completing outbound calling also.
• Gained the ability to develop strong customer relationships and communication skills.
• Sales targets; meeting and exceeding targets on daily, weekly and monthly basis.
• Supporting senior staff in managing service levels and running specific customer campaigns.

Dundalk

New York City

Looked after all tenants who lived within the building. My responsibilities included:-adhering to tenants requests-collecting deliveries-Organising transportation-Informing tenants of guestsDuring my time working for this company I was also working as a Porter. I worked during the weekends and was available to collect deliveries. I was at the service to.

Responsibilities Included:- Serving Beverages- Serving Food- Operating Till System- Handling Reservations- Greeting and Interacting with Customers- Answering Phone- Dealing with Customer Queries- Knowledge of Food Menu- Knowledge of Wine List- Making Coffees- Cleaning Bar and other areas within the Establishment- Ensuring Alcohol is sold to patrons over.