Pat Ryan Email & Phone Number

Limerick, County Limerick, Ireland

Financial Consultant In the areas of Protection Pension ,Savings and Investment advice

Limerick, Munster, Ireland

Customer relationship management – Key Role is to build strong long-term relationships with key stakeholders through providing customer focused product solutions. Promote excellent customer experience to ensure repeat business & referrals.

Belfast, United Kingdom

Investigative Skills: Conducted investigations into alerts of fraud and prevent fraudulent payments. Proactively attempt to recover fraudulent payments. Trend Analysis: Identify financial crime trends through data analysis tools, investigated the source of numerous/ irregular cash lodgements into accounts (money laundering). Target Achievement: Achieved targets on a weekly basis through accurate and timely monitoring of hourly statistics and interacting with other Banks / Financial institutions regrading unusual transactions.Client Relations: Communicated with potential victims of fraud to establish circumstances and additional information, providing a fair logical decision, with supporting rationale.

Tipperary, Munster, Ireland

Portfolio Management: Manage an existing portfolio of clients in relation to pension, savings and investments retirement planning and protection advice. Responsible for the achievement of performance targets and developing client relationships with new and existing clients. Business Development: Identified financial planning needs with existing and potential clients. Qualified potential sales and generated new business opportunities.Client Consultation: Provided professional best advice and consultation with respect to clients’ needs, ensured adherence to compliance regulations and standards. Also provided on-going service and advice to clients.Target Achievement: Achieved and often exceed agreed sales targets and met business compliance standards and requirements

Munster

Key Achievements: Twice Received the ‘135 club’ award (reached 135% of target) with Bank of Ireland. Recipient of ‘Pension Manager of the Year’ with Bank of Ireland. Recipient of ‘Cashier of the Year’ with Bank of Ireland. Business Development: Duties involved sale of Investment Products, Pension, Savings/Life Cover/Retirement products. Advised clients on correct product for needs and provided accurate and up to date product information. Sales Team Management: Responsible for team development within 5 branches in Limerick. Motivated and created an engaged staff group to ensure the team met weekly KPI’s. Travelled to 3-4 branches weekly to drive sales targets within each branch. Promotional Events – Organised launching of pension campaigns in branches in October each year. This involved organising staffing, coaching of staff to gain referrals and liaising with marketing dept. regarding promotional materials and information packs for the events. Reporting/ Database Management: Liaised via telephone calls/ conferencing with head office weekly. Carried out administration/documentation tasks and processed confidential client data.

Limerick, Ireland

Acted as a first point of contact to all customers in processing daily queries; Account opening advisor for clients and offered resolutions to customer complaints. Carried out diary management for Senior Staff and Foreign Exchange duties.

Diploma In Business Studies / Marketing

Ecdl Course