Keith Conway Email & Phone Number

London, England, United Kingdom

- Relationship Management for large portfolio of existing SME customers and on boarding for new clients- Integral part of business lending team providing pre and post sanction lending and account administration for a team of Relationship Managers whilst ensuring compliance with bank policies and procedures- Proficiency in Anti Money Laundering / Customer Due Diligence procedures in line with the banks KYC & compliance policies and also providing guidance support to colleagues- Strong Interpersonal skills - responding to client queries promptly & resolving issues quickly and in a satisfactory manner in all matters of account operations.- Reviewing fees and interest on customer accounts and amending fee/ interest structure where necessary- Complaints coordinator- Overseeing fixed term investment accounts for HNW customers- Liaising with Valuers, Accountants & external & in house solicitors in relation to Property Valuations, Project Monitor Reports, Consent to Lease,, MI & YE accounts for analysis, LMA draft agreements, Debenture Waivers, Legal Opinions & Trust documentation etc.- Redemption of loan facilities- Sourcing required information for Subject Access Requests and ensuring accuracy of data input under GDPR Regulations and providing this within SLA deadlines

Hampstead, London, England, United Kingdom

- Dealing with customers transactional needs and queries- Vulnerable Customer Specialist- Responsible for opening and closing of branch including keyholding duties and alarms disarming- Property and facilities management- Overseeing branch cash holding from off counter to cash desks- Advising customers on all operational matters tailored to their requirements- Training new members of staff- Health & Safety Official

London, England, United Kingdom

- Act as point of contact for contractors- Ensuring inputs and expectations from other groups such as Space Planning, Maintenance- Manage & coordinate contractors for services on site in small works projects- Tracking progress & updating various teams on any issues and ensuring on time delivery- Managing process from procure to supplier selection, build coordination and final delivery within agreed timescales and budget

Clonskeagh, Dublin 14

- Prioritizing and assigning daily task to staff members- Work with local community on a range of initiatives from AIB Build a Bank, Mortgage Events, Chamber of Commerce Events and charity fundraisers- Branch Image Coordinator which included developing local marketing initiatives to help drive sales and reach targets- Attending regional Retail Manager meetings to update Executive management - Tracking sales of various financial products- Identifying areas of improvement from customer metrics data and ensuring mystery shopping surveys receive satisfactory scoring- Dealing with clients on a daily basis and ensuring highest levels of customer service and satisfaction are achieved

Clonskeagh, Dublin 14

- Customer Service Advisor/ Customer Engagement Specialist dealing with the general public and their financial transactions on a daily basis - Arranging appointments for customers, assessing their financial position & requirements and tailoring their needs to subitable lending/mortgage & investment products- Making referrals to the branch financial planning consultant- Responsible for branch facilities and equipment management- Health & Safety Representative- Student Officer responsible for overseeing all student activity on behalf of the branch- Onboarding of domestic and international students of varying age from primary to University education, submitting lending applications for credit facilities such as credit cards, overdrafts and student loans.- Managing the Build a Bank challenge for the branch in conjunction with local secondary schools & preparing students for future financial independence

Dublin, County Dublin, Ireland

- Responsibilities included providing high level customer service and maintaining satisfaction through one to one dealings with clients.- Processing daily banking transactions including cash, foreign exchange, same day value payments & international payments for personal & business customers.- Managing branch cash levels/strongroom/safes in line with bank security procedures with responsibility for cash orders & deliveries/collections- Maintaining & balancing branch ATM and Self Service devices and reconciling cash levels against the respective impersonal accounts- Logging & resolving of complaints in line with regulatory standards

Castlebar, County Mayo, Ireland

- Responsible for opening and closing various bars throughout the hotel- Dealing with customers in a professional & courteous manner and resolving issues/ complaints- Managing cash and stock levels over various tills/ bars- Serving Food and Beverages to customers- Facilities maintenance and general upkeep of bars- Preparing function & Meeting rooms- Training new members of staff

Mayo, County Mayo, Ireland

- Dealing With Customers and processing of transactions on a daily basis.- Responsible for managing cash and foreign exchange within branch limits- Maintaining self service devices such as ATM's & Self Service banking machines- Promoting & obtaining sales in home & travel insurance- Referring customers to bank assurance official in relation to life assurance & mortgage protection, investments products

Castlebar, County Mayo, Ireland

- Receiving incoming deliveries to stock warehouse - Preparation of incoming stock for sale on shop floor- Replenishment of stock through various sales departments- Processing customer transactions and assisting with customer queries- Generating sales & cross selling of complementary products to achieve targets

Qfa - Professional Diploma In Financial Advice

Bachelor Of Commerce - Bcom

Leaving Certificate