Patrick Green Qfa Email & Phone Number

Dubai, United Arab Emirates

County Dublin, Ireland

• Management of the cash area and daily plans to ensure smooth running of the branch.• Account opening and credit applications and ensuring that these are compliant under the anti-money laundering act 2010• Assisted customer in mortgage arrears in trying to work out a resolution on affordability in order to keep their homes. This was done through the completion of a standard financial statement in compliance with the code of conduct for Mortgage arrears as set out by the Central Bank of Ireland.• Ensuring all customers were treated in a professional manner in accordance with the Consumer Protection Code 2006 and Consumer Credit Act 1995.• Branch Coordinator for Life assurance activities and Home insurance products generating leads and sales through referrals to consultants. This resulted in the largest branch sale for the year of 2014. And I received recognition from regional management in being the first recipient of a newly established regional award for outstanding contribution to the branch network.• As a qualified financial advisor I was given training to enable me to sell life assurance products. I was acting as a sale agent for Irish life and had authorization to advise and sell savings bonds up to 5 years up to a maximum amount. Any higher than this amount was referred to the financial consultant for completion.• Branch expert on deposits, keeping up to date on current deposit rates, competitor rates, meeting customers ensuring that they invest their funds in the best account or product suitable to their needs. this also involved calling corporate customers in pursuing new funds to invest with the bank• Processing and underwriting of credit applications obtained through meetings with customers.• Daily staff meeting to discuss strategies for the day • Supervision of junior Staff and delegating roles to ensure duties and roles were completed to standards set by the bank.• Continuous Professional development (CPD) through institute of bankers

Coleraine, United Kingdom

• Involved in the end to end process for producing a driving licence for general public• Day to day customer interaction by phone, letter and email regarding driving licence application and queries• Weekly staff meeting to discuss any outstanding issues and provide feedback and input to ensure smooth running of office• Transition from Administrative assistant role to Administrative Officer role.

Gcse'S

Diploma In Financial Advice, Finance