Robert Kinch Email & Phone Number

Ireland

Drogheda, Ireland

• Collaborate with internal teams to ensure seamless onboarding of new business clients, while assisting with the account opening process.
• Provide financial advisory and services to a local portfolio of SME business clients, via in person meetings, phone and email.
• Ensuring client needs are consistently assessed to identify opportunities for product opportunities, while assisting clients with applications for loans, credit facilities, and finance and leasing products.
• Analyse audited financial statements and business plans to support credit applications, while staying up to date with bank lending policies and regulatory requirements.
• Stay updated with regulatory changes and conducting consistent customer suitability reviews to adhere to central bank regulations
• Adhere to central bank anti-money laundering and compliance regulations to limit group exposure to potential fraud/criminal activity.

• Processing payments and withdrawals utilizing electronic and cash-based channels at the cash desk, ensuring accuracy and compliance with banking regulations
• Assisting customers in setting up and managing a range diverse bank accounts (deposit, current) while delivering tailored solutions to meet individual financial needs.
• Managing inquiries and providing support to customers via phone, email, and in-person interactions, maintaining a high standard of customer service.
• Promoting a range of financial products and services to customers, effectively highlighting benefits and features to drive engagement and satisfaction.
• Offering qualified financial advice to customers on investment opportunities, facilitating informed decision-making and optimizing their financial standing.
• Supporting customers in navigating IT systems to update account details, ensuring seamless and efficient banking operations.

San Francisco, California, United States

• Working on a small specialised team assisting customers in the provision of rented bikes to cycle the Golden Gate Bridge.
• Managing both phone & online queries regarding pricing & tourist promotions
• Managing e-payment systems
• Servicing rental bikes & explaining the safety features of the bikes

Dublin, County Dublin, Ireland

• Working on a small and specialised team within the Exporter Development Department.
• Support the Exporter Development team across their administrative functions which includes servicing enquiries (Phone & Email) from both internal and external stakeholders.
• Supporting the team with invoicing and payment requests via the Oracle payment system.
• Supporting and managing the Business Growth Advisor Team inbox (responding to emails, invoicing, administration, and tender evaluation.
• Promotion of events such as Export Compass, heavily involved with organisation of webinars and other initiatives with our overseas offices such as international Marketing Week.
• Co-ordination and follow up on annual surveys including the Annual Employment and Annual Business Return surveys.

Dublin, County Dublin, Ireland

• Selling premium menswear and formal apparel. Obtained a variety of customer focused skills dealing directly with customers while making sales.
• Measuring clients and garments for alterations to ensure all pieces are to the customers satisfaction
• Delegation of work to new part-time staff. Teaching new staff the various roles that must be attended to within the shop.
• Usage of many forms of payment ranging from electronic to cash.
• Good product knowledge and the ability to advise what best suits different body shapes.

Business Studies, Business/Commerce, General, 2:1

Institute Of Bankers In Ireland: Professional Diploma In Financial Advice, Financial Planning And Services

Professional credential that demonstrates expertise in financial planning, investment, and risk management.