Tomás Forde Qfa

Tomás Forde Qfa Email and Phone Number

Relationship Manager @ Wisr
South Coogee, NSW, AU
Tomás Forde Qfa's Location
Galway, County Galway, Ireland, Ireland
About Tomás Forde Qfa

A dedicated financial advisor currently leveraging my expertise as a Mortgage Specialist at Bank of Ireland. With over 2 years of experience in the banking sector, I'm dedicated to delivering top-notch service and ensuring the financial wellbeing of clients.I take pride in my ability to build strong client relationships and provide tailored financial advice. I thrive in customer-facing roles, where I excel in understanding client needs and exceeding expectations. Whether collaborating with colleagues or working independently, I'm committed to driving results and fostering a positive work environment.Dedicated to professional growth, I stay updated with industry developments and best practices. Ethical conduct is central to my work, ensuring client interests/needs are always prioritized.I hold a First Class Honours degree (1.1) in Global Commerce, which I completed in 2021. I have a strong academic background and hands-on experience in finance. I am continuously learning and eager to upskill in my field. Outside of work, I enjoy staying active and embracing new experiences. In September 2021, I had the opportunity to play rugby in Vancouver, representing Burnaby Lake Rugby Club in the Provincial Regional Rugby Championship. It was a fantastic experience to compete abroad, meet new people, and immerse myself in a different setting.

Tomás Forde Qfa's Current Company Details
Wisr

Wisr

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Relationship Manager
South Coogee, NSW, AU
Website:
wisr.com.au
Employees:
108
Tomás Forde Qfa Work Experience Details
  • Wisr
    Relationship Manager
    Wisr
    South Coogee, Nsw, Au
  • Bank Of Ireland
    Mortgage Specialist
    Bank Of Ireland May 2024 - Present
    Galway
    In my role as a Mortgage Specialist at Bank of Ireland, I work closely with clients to guide them through the mortgage process. Whether it be for their first home, a move, to purchase an investment property/ holiday home, switch their mortgage or release equity in a property. I strive to deliver an exceptional customer experience. Each application is assessed to ensure compliance with all regulatory requirements, and managed by myself from start to approval while adhering to strict compliance standards.My focus is also on building and maintaining strong relationships, identifying new business opportunities, and continuously developing my expertise.
  • Bank Of Ireland
    Customer Advisor
    Bank Of Ireland Dec 2023 - May 2024
    Galway, County Galway, Ireland
    As a Customer Advisor at Bank of Ireland, I play a pivotal role in providing personalized financial guidance and solutions to our valued clients. In this customer-facing position, I have the privilege of meeting with clients to understand their unique financial situations and goals.My responsibilities encompass conducting in-depth discussions with clients to assess their financial needs comprehensively. We take a holistic approach, considering both short-term requirements and long-term aspirations. Whether it's addressing day-to-day banking needs, exploring options for protection, discussing lending opportunities, or devising strategies for savings and investments, I strive to inform our clients of the different options available in order to make an informed decision.By leveraging my expertise and the resources available at Bank of Ireland, I aim to empower clients to make informed decisions that align with their financial objectives. I take pride in building lasting relationships based on trust, integrity, and a genuine commitment to client success.
  • Bank Of Ireland
    Welcome Advisor
    Bank Of Ireland Sep 2022 - Dec 2023
    Galway, County Galway, Ireland
    As a Welcome Advisor at Bank of Ireland, I served as the first point of contact for customers, providing them with a warm and inviting introduction to our banking services. In this role, I had the privilege of welcoming clients and assisting them with their initial inquiries and needs.My primary responsibility involved ensuring that every customer received exceptional service and personalized attention from the moment they walked through the door or engaged with us digitally. I took pride in creating a welcoming atmosphere and establishing rapport with clients to build trust and confidence in our banking offerings.Additionally, I provided guidance and support to customers in navigating our range of products and services, including account opening, digital banking setup, and basic financial inquiries. Whether it was addressing questions about account features, explaining banking procedures, or assisting with online transactions, I strived to make every interaction positive and productive.
  • Mazars In Ireland
    Audit & Tax Intern
    Mazars In Ireland Jun 2019 - Jan 2020
    Galway, County Galway, Ireland

Tomás Forde Qfa Education Details

Frequently Asked Questions about Tomás Forde Qfa

What company does Tomás Forde Qfa work for?

Tomás Forde Qfa works for Wisr

What is Tomás Forde Qfa's role at the current company?

Tomás Forde Qfa's current role is Relationship Manager.

What schools did Tomás Forde Qfa attend?

Tomás Forde Qfa attended Nui Galway J.e. Cairnes School Of Business & Economics, Université Claude Bernard Lyon 1, Colaiste Iognaid (The Jes).

Who are Tomás Forde Qfa's colleagues?

Tomás Forde Qfa's colleagues are Pooja Salimath, Amanda The, Alexandre Maizy, Laura Garcia, Anneliese Pratt, Han Wang, Matt Brown.

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