Chief Operating Officer
Current
Jul 2020 - Present
Who is Simon Montgomery Mba Qfa? Overview
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Quick answer
Simon Montgomery Mba Qfa is listed as Chief Operating Officer at ID-Pal, based in Ireland. AeroLeads shows a work email signal at id-pal.com and a matched LinkedIn profile for Simon Montgomery Mba Qfa.
Simon Montgomery Mba Qfa previously worked as Senior Director, Customer Operations at Future • Finance and Head of UK Credit Card Operations at Bank Of Ireland. Simon Montgomery Mba Qfa holds Advanced Diploma In Management Accounting (Completion Aug '20), Accounting from Cima.
Company email context
Email format at ID-Pal
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{first}@id-pal.com
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Profile bio
About Simon Montgomery Mba Qfa
With almost two decades working in Banking and Financial services, Simon has extensive experience working with Small, Medium and large corporate & commercial organisations, as well as practical and working knowledge of Banking Operations.Agility and flexibility is one of his key skills, Simon has demonstrated an ability to move from relationship management and commercially focused roles within a business banking environment to FinTech and more recently leadership roles within an Operational Environment.A passionate leader with a proven track record of successfully leading small and large teams within multi-stakeholder and matrix organisations, Simon is focused on people development for the benefit of the individual and the organisation.Focused on customer centricity, Simon has built strategies using of Digital Technologies, Robotics and Efficient Process Design to ensure that the customer comes first in all interactions. Self-development being fundamentally important, Simon has completed varying Diplomas across management and financial services, is currently studying CIMA advanced Diploma in Management Accounting and has an MBA from Trinity College Dublin.
Listed skills include Banking, Management, Risk Management, Finance, and 25 others.
Current workplace
Simon Montgomery Mba Qfa's current company
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9 roles
Simon Montgomery Mba Qfa work experience
A career timeline built from the work history available for this profile.
Senior Director, Customer Operations
Working with the Operations Team in Future Finance to ensure the provision of smart, flexible student loans in the UK, helping thousands of students reach their potential.
Oct 2018 - Jun 2020
Head Of Uk Credit Card Operations
• Supporting Bank of Ireland UK and their partnership's with Post Office Money & The AA, in the provision of financial services products to their customers.• Operational back office & contact centre responsibility; Onshore and Offshore 3rd Party Management.• Delivery of self service banking options for the UK banks partnership customers across AA, Post Office Money and Bank of Ireland (NI), where none previously existed.
Apr 2015 - Sep 2018
Mba Graduate
Undertook studies on a broad range of subjects including: Economics, finance, accounting, strategic management, managing information systems, strategic human resource management and leadership & professional development. During the MBA I was elected as class president by my peers.
Sep 2013 - Dec 2014
Senior Manager, Client Risk Assessment
Responsible for team of Commercial Finance Risk Assessors, all in customer facing roles, with the main responsibility of monitoring and assessing risk for the entire AIB Commercial Finance portfolio of containing SME's and corporates.
Jan 2011 - Sep 2013
Client Relations Manager
Team Manager, responsible for five relationship managers in the client relations department. Managed a significant portfolio of clients, with duties including; • Staff training and development through optimised engagement• Credit risk management • Cashflow analysis and facilities restructure, • Client visits and due diligence assessment of new business prospects, • Issue resolution
Jan 2004 - Dec 2011
Business Development Manager
Main point of contact for over 100 bank branches across Ireland with key aspects of the role including:• Lead identification• Presentations to senior executive, branch network and clients• Assessment of clients cashflow requirements• Profile potential cases including full business and account review, cashflow analysis, and targeted relevant products for key customer.• Development of sales material and presenting to Bank regional directors, corporate clients and key influencers.• Undertake ongoing strategic industry and competitor analysis to protect the client base and increase market penetration
Sep 2007 - Mar 2009
Client Risk Assessor
Worked on a team that was tasked the the monitoring and assessment of current clients, which also included; full business process and cycle assessment, risk assessment and summary recommendations, identification and resolution of technical issues that may inhibit a client from availing of Invoice Discounting and staff training and development
Oct 1999 - Dec 2003
Rugby Player
Rugby, New Zealand
Utility front row for the Dunedin Law Varsity Rugby Team in New Zealand
Jan 1998 - Dec 1998
7 education records
Simon Montgomery Mba Qfa education
Advanced Diploma In Management Accounting (Completion Aug '20), Accounting
Cima
Master Of Business Administration (Mba) Candidate
Trinity College Dublin
Prince2 (Foundation), Project Management
Apm Group
Diploma In Management Studies
Dublin Business School
Qualified Financial Advisor
Iob
Diploma In Sports Management
Inchicore College Of Further Education
Education record
Blackrock College
FAQ
Frequently asked questions about Simon Montgomery Mba Qfa
Quick answers generated from the profile data available on this page.
What company does Simon Montgomery Mba Qfa work for?
Simon Montgomery Mba Qfa works for ID-Pal.
What is Simon Montgomery Mba Qfa's role at ID-Pal?
Simon Montgomery Mba Qfa is listed as Chief Operating Officer at ID-Pal.
What is Simon Montgomery Mba Qfa's email address?
AeroLeads has found 1 work email signal at @id-pal.com for Simon Montgomery Mba Qfa at ID-Pal.
Where is Simon Montgomery Mba Qfa based?
Simon Montgomery Mba Qfa is based in Ireland while working with ID-Pal.
What companies has Simon Montgomery Mba Qfa worked for?
Simon Montgomery Mba Qfa has worked for Id-Pal, Future • Finance, Bank Of Ireland, Trinity College Dublin, and Aib Commercial Finance Ltd.
How can I contact Simon Montgomery Mba Qfa?
You can use AeroLeads to view verified contact signals for Simon Montgomery Mba Qfa at ID-Pal, including work email, phone, and LinkedIn data when available.
What schools did Simon Montgomery Mba Qfa attend?
Simon Montgomery Mba Qfa holds Advanced Diploma In Management Accounting (Completion Aug '20), Accounting from Cima.
What skills is Simon Montgomery Mba Qfa known for?
Simon Montgomery Mba Qfa is listed with skills including Banking, Management, Risk Management, Finance, Business Strategy, Portfolio Management, Business Development, and Crm.
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