Deirdre O'Dowd Email & Phone Number

Ireland

• Project lead on the end to end review of physical records across UBIDAC to support the closure of 88 branches & Commercial location
• Reduction in 3rd party reliance for storage and drive significant cost reductions.
• Managing our Business as usual process for our managing records policy
• Governance Reporting Lead
• Policy implementation and business support
• Completing assurance testing on each business areas records

• Overall responsibility for the financial delivery in line with Sales Excellence and Service Excellence Programs for my branch.
• Tracking and analyzing MI to ensure that we are meeting our goals and changing or adapting our plan when required.
• Conducting regular and ongoing face to face meetings with a broad range of customers to support them with their banking needs.
• Training, Coaching and Mentoring staff to achieve sales excellence expectations.
• Monitoring customer advisors to ensure customer needs and compliance requirements are met.
• Ensuring there is a positive risk culture by completing controls calendar effectively.

Qualified Financial Advisor

Pensions , Financial planning , Regulation , loans , life assurance and investments .

Education record