David Woloszyk Lib Qfa Email & Phone Number

Dublin, County Dublin, Ireland

As an experienced leader, I am currently managing team of dedicated Pension & Investment administrators, overseeing the comprehensive spectrum of customer care and payment operations, adhering rigorously to elevated standards of excellence.Key Responsibilities:- Efficiently manage and optimize team resources, systems, and procedures to ensure streamlined operations.- Uphold a commitment to providing an exceptional quality of service and customer experience, fostering a proactive team approach.- Establish clear team goals aligned with the broader objectives and strategies of the business and the organization.- Encourage innovation and idea generation within the Customer Operations Representatives to drive continuous improvement and outstanding results.- Define and communicate expectations for high performance, utilizing reward and recognition, while consistently addressing underperformance.- Lead by example, demonstrating essential leadership competencies.- Skillfully manage breaches, complaints, or ASCS (Accounting Standards Codification System) logs, implementing action plans for continuous enhancement.- Proactively handle staff situations to achieve positive outcomes, ensuring the team's motivation and morale during varying workloads.- Prioritize the development of the team to effectively respond to evolving customer needs.- Oversee a team of 16 Customer Operations Representatives, each with varying levels of experience.- Empower team members with the authority to waive premiums, make ex-gratia payments, and facilitate ASC and accounting adjustments within agreed limits.My role is dedicated to fostering a culture of excellence, innovation, and unwavering commitment to customer satisfaction within the realm of Pension & Investment administration.

Dublin, County Dublin, Ireland

Dublin, County Dublin, Ireland

Experienced People Leader, Operations Manager and Commercial Relationship Professional. Skilled in Retail & SME Banking, Credit Analysis, Change Management, Operations, AML Investigations, Digital Banking and Team Building.I help customers achieve their dreams and ambitions by advising and supporting them in their financial choices.

Swords, County Dublin, Leinster, Ireland

- Manage and lead a team of successful banking professionals to achieve and exceed suggested activities and deadlines through coaching, constructive feedback and encouragement.- Develop strategies to promote and motivate team member adherence to company values, regulations and performance goals- Strong writing and oral communication skills building relationships with stakeholders and individual team members - Support the Retail and Hub Manager with various tasks and responsibilities- Oversee team members work for quality compliance, performance and customer service- Identify operational risk and submit change requests to departmental policy and procedures

County Dublin, Ireland

• I am making significant contributions to the total branch income by successfully achieving all agreed sales objectives, creating relevant customer experiences while utilising effective strategies to sell a wide range of products and services• Liaising closely with various bank departments including AML, Lending, Fraud, building and maintaining positive collaborative relationships while preventing operational and reputational risk according to relevant policies• Preparing and delivering comprehensive internal product presentations to ensure all personnel are equipped with the requisite knowledge and expertise to excel in their roles and maximise customer satisfaction• Liaising closely with customers at all stages of mortgage application, from initial meeting through to fund release• Providing feedback on performance and progress against specified objectives, facilitating effective performance management and strategic planning activities• Proactively adhering to all relevant policies throughout daily operations, in addition to maintaining full compliance with necessary confidentiality requirements and security procedures•Coaching, developing, motivating staff Identifying areas for improvement, addressing training needs as requiredNotable achievements in this role: • Formal recognition as Insurance Champion and Lending Expert • Exceeding sales targets within the Personal Lending, Insurance, Deposits, Mortgage, Financial Planning divisions• Achieving "Financial Planning Star" recognition for best pension and investment referrals• Receiving multiple ‘’Service Star’’ awards, meeting and exceeding all service and performance targets• Achieving an impressive 100% pass score for admin and data quality, as a result of a strong work ethic• Achieving outstanding customer satisfaction ratings, including family and friend referrals from satisfied customers• Coordinating several initiatives to increase productivity, successfully doubling branch sales performance

County Dublin, Ireland

I assist in the general day to day running of an established banking branch, including cash management duties, transfer handling, accounts and audits, ensuring that procedures and control behaviours are consistently correct in line with banking requirements. I consistently deliver outstanding levels of service, using strong IT skills to complete a range of financial administration tasks. I handle customer queries in a calm and patient manner, using initiative to solve problems, or escalate them as required to ensure a prompt and fair resolution. As a person orientated professional, I enjoy collaborating with team members across various departments to ensure a smooth transition of information and a timely service for clients. I participate in daily huddles and attend regular reviews with managers, to ensure that I am fully aware of key targets, whilst continuing my professional development experiences. I also coach junior staff, addressing training needs as required. Through careful analysis of customer feedback, I can identify areas for improvement and motivate staff to build upon their existing achievements to make a lasting impact upon the company’s success. Notable achievements in this role have included: • Conducting regular customer reviews and sales campaigns, using excellent interpersonal and negotiation skills to generate sales and build strong working relationships • Successfully receiving multiple Champion Awards, in recognition of meeting and exceeding sales targets within the Personal Loans and Mortgage divisions• Achieving an impressive ACET score of 97.93%, 100% on controls, 98.9% service, 100% on business delivery demonstrating a strong work ethic and a continued commitment to the company’s success• Restoring customer access following a major IT system failure, co-operating effectively with various departments to minimise disruption and reassure customers

County Dublin, Ireland

Working for this established food distribution company, I planned and followed scheduled delivery routes, ensuring timely deliveries and positively represented the business at all times, by driving in a safe and responsible manner. I managed stock control and rotations, ensuring that all relevant safety checks and procedures had been carried out, prior to delivery, in order to provide a safe and reliable service for customers.Key achievements in this role included: -• Using excellent interpersonal skills to build strong, lasting relationships with clients and partners, ensuring a pleasant sales experience and delivering consistently high standards of service

County Dublin, Ireland

Sales Customer service Distribution and stock control.

Professional Diploma In Financial Advice, Lib Qfa In Loans, Savings & Investments, Life Assurance, Pensions, Financial Planning & Regulations, Professional Diploma

Activities and Societies: Member: Institute of Bankers Ireland

Foundation Certificate In Banking, Banking And Financial Support Services, Certificate

Ub Helpful Banker Certificate, Credit & Lending, Risk Management, Product Knowledge And Delivering Service Excellence, Certificate

Chartered Banker Professional Standards Board Foundation Standards Cb:Psb, Banking And Financial Support Services, Certification

Leaving Certificate