Lisa Rowe Email & Phone Number

Ireland

Dublin, Ireland

Dublin

• Assisting four Business Relationship Managers in managing portfolios of small and medium sized business customers
• Through a strong Customer Service ethos, developing strong relationships with existing customers thus being the second point of contact in the absence of the RM
• Engaging with professionals, customers and key business introducers regularly and build lasting relationships to ensure business growth
• Supporting the RM team with the preparation of supporting documentation for all aspects of Credit, New Business and Products to clients
• Carrying out administration activities such as opening business accounts and completing On-going Due Diligence for business customers
• Taking part in weekly meetings and ensuring the team is up to date with any relevant policy changes

Dublin

• January 2015 - July 2015 Customer Service Advisor
• Ensured that all interactions with customers were of the highest possible level, customers’ needs and cross-selling opportunities were identified and followed up
• Recorded complaints in line with standards in complaints management procedures ensuring regulatory obligations were met
• Contributed to the Branch sales scores by referring quality leads and ensuring all leads are followed up on
• Built relationships with existing and potential customers to generate business July 2014 - January 2015 Branch Teller
• Carried out cash keeping duties in line with the required standards and adhered to dual control and security procedures and guidelines

Dublin

• Sourced professionals from a number of different sources including internal databases, Irish Jobs and LinkedIn
• Managed the recruitment process: met with decision makers, discussed proposals, screened candidates, interview preparation, offer negotiation, reference checking, regretting candidates
• Achieved weekly and monthly targets

United Arab Emirates

Ba(Hons) Business Studies And Economics, Ii.I (First Division, Second-Class Honours)

Professional Diploma In Financial Advice, Qfa

Education record