Stephen Fagan Email & Phone Number

Dublin, Dublin, Ireland

County Dublin, Ireland

Accountabilities:• Supporting management/colleagues in the Business Banking customer portfolio.• Maintain comprehensive knowledge of Business Banking banking products and services.• Prepare the credit agreement & any applicable documentation for branch/colleagues and manage the subsequent drawdown. • Actively engage business owners & relevant stakeholders to manage out our fulfilment process.• Assist colleagues across the network on Business Banking/SME related topics. Consistently delivering a high standard of customer service.• Extract and interpret financial statements & assess credit applications. Help to prepare credit reports and recommendations.• Respond promptly to resolve any issues raised by customers/colleagues across the network. • Involved in projects/working groups (Audit risk reviews, Annual EVC survey results & ULSB colleagues system training).• Assisted in developing training plans for new joiners & leading out training activities.• Maintain effective working relationships, adapting approach when necessary.• Comply with relevant policies, procedures and regulations, e.g., SME Lending Regulations.• Research relevant business, market and industry factors.

County Dublin, Ireland

• Branch Banking – working in a collaborative and united manner to support the branch both operationally and commercially.• Providing a consistently high level of customer service with existing and new customers, to ensure a customer-centric focus in order to maintain satisfaction and generate new business.• Dealing with all customer queries in an effective, professional and compliant manner• Generating and responding to leads passed from Open24 to maximize new business opportunities from customer base.• Assisting management and colleagues with key customer relationships on an on-going basis.• Contributing to the achievement of branch targets across all product categories as agreed with Branch ManagementAdditional responsibilities:• Responsible for managing SME & Business Customers, Term Lending & Personal Banking products within the branch • Data Quality Champion - Responsible for ensuring high standard across the branch for our data quality on lending products. • Digital Champion - Promoting use of Online Channels within the branch• Sports & Social Representative for branch

The Arena, Tallaght

Working as part of the customer advisory staff involved working with both the Digital Activation Centre & Banking Direct teams in BOI my roles included;• To provide the customer or end user with information and support related to the company's products and services.• To assist both personal and business customers deal with queries on their accounts and guide them in using our 365 system.• To activate/setup customer's online accounts and help in navigating our online banking system.• Interacting and aiding the customers in solving issues they are encountering with the bank and or it's products.• To always ensure information is kept confidential by means of our verification process so as to maintain customer security.

Tallaght, Dublin 24

Relate is dedicated to building innovative and focused products specifically for the accountancy profession. Relate are dedicated to client support. Specialising in the Areas of Practice Management, Accounts Production, Company Secretarial,Personal Tax and Corporation Tax.Working as part of the technical support team with Relate Software my roles included;• To provide the customer or end user with information and support related to the company's products and services.• Interacting and aiding the customers in solving issues they are encountering with the software.• Working with our compliance team in managing queries and validating these for the clients.In addition to the support team, I also worked in Client Training which included:• On-site training presentations in client offices.• Training clients on our Accounts Production program through in-house face-to-face presentations. • Providing online training through webinars and one-to-one client sessions.The schedule covers all of the key modules within the system and any client-specific queries.

Grange Rd., Rathfarnham, Dublin.

Promoted in 2013 from sales assistant to supervisor.My duties included being a main key holder and responsible for the security of the shop by locking up and opening up.My various roles included but were not limited to:• Customer service• Cash reconciliation• Staff Management• Workload delegation• Locking up and opening the store• Stock analysis• Cash handling• Deli counter• Health & Safety duties

Professional Diploma In Sme Credit, Sme

Three Modules; SME Credit Risk Assessment - Completed SME Principles of Credit Risk - Completed SME Financing & Distressed Credit Analysis.

Qfa, Professional Diploma In Financial Advice

Six Modules: Loans Investments Regulations Pensions Life Assurance Financial Plannings

Bachelor'S Degree, Business, 2.1

Activities and Societies: Scholarship athlete for sport. Honors Bachelor's Degree in Business Studies.

Associate'S Degree, Business Management, 2.1

Activities and Societies: Scholarship athlete for sport. Higher Certificate in Business Management

Bachelor'S Degree, Business Studies

High School

Activities and Societies: Captain of Senior basketball team.