Fiona Kelly Qfa Email & Phone Number

Ireland

Dalkey, Co. Dublin

* Customer relationship management; focusing particularly on customer retention and quality customer service enabling the branch to reach agreed sales objectives * Opening personal, youth and deposit accounts; ensuring KYC and AML procedures are adhered to * Mortgage advisor training; meeting up to five potential clients per week – undergoing the product finder process to ensure suitability, providing quotations and rates, and taking the customer through the process from sanction in principle to drawdown. * Complaint management; investigating and providing resolutions within strict deadlines * Processing loan, overdraft and finance and leasing applications Identifying and targeting customers to undergo a financial review with our financial planning consultant; this includes in depth research of up to 50 customers a week * Foreign exchange operations including Bills of exchange, cheque collections, opening currency hold accounts and processing international payments; liaising with AIB's international division and currency dealers to negotiate rates * Adhering to strict policies, procedures and continuous professional development requirements * Staff training of new recruits * AIB "Build A Bank" (August 2012 - August 2013) Looking after the AIB Build a Bank project within the branch; setting up mini banks with transition year students in two local schools; opening over 90 new student accounts, and seeing through both schools to the competition final

Dun Laoghaire, Co. Dublin

Role included: • Supervisor of over 30 staff • Complaint management • Enforcing company policies • Front office administration, cash handling and end of day cash up operations • Marketing; building and managing social media at local level

Dalkey, Co. Dublin

Operating tills and completing transactions, constant customer engagement including dealing with queries, stock presentation, team work, training-in new staff.

Kingston, Jamaica

I worked in the marketing department for 4 weeks as a summer intern.

Professional Diploma In Financial Advice (Qfa)

Bachelor Of Science (B.Sc.), Marketing, 2.1 (Second Class Honours, Upper Division)

Activities and Societies: St. Vincent de Paul Final year dissertation: "Does strategic corporate social responsibility (CSR) impact.

International Exchange, Marketing/International Business, 1.1

Activities and Societies: International Business, Advertising, Personal Selling and Retail Management

Leaving Certificate