Summary
Overview
Work history
Education
Skills
ADDITIONAL INFORMATION
Timeline
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Donna Feehan

Summary

Results-driven financial services and administrative professional with robust experience in client relationship management, cash management operations, and regulatory compliance. Proven track record of serving as a single point of contact for business clients, assessing risk, and executing transactions accurately in fast-paced environments. Adept at conducting control assessments, preparing internal and external audit reports, and liaising with cross-functional partners to meet strict service expectations. Strong aptitude for utilising reporting tools (Banner, Finacle) to drive process improvements, safeguard company reputation, and ensure strict adherence to GDPR, AML, and governance frameworks.

Overview

7
7
years of professional experience
3
3
years of post-secondary education

Work history

Business Customer Advisor (Temporary Contract)

AIB
Dublin, Ranelagh, Ireland
2022.10 - 2023.06
  • Managed a portfolio of business and personal clients, serving as the single point of contact for service needs, query resolution, and account onboarding.
  • Executed weekly cash management activities, performing control assessments on ATM balances, investigating root causes of errors, and accurately reconciling the balancing system.
  • Assessed risk and safeguarded firm assets by reviewing pay links for existing customers to identify potential Money Laundering indicators, escalating control issues to Compliance with transparency.
  • Liaised with internal cross-functional partners (Compliance) and external clients to process new business accounts and mandates, ensuring timely and accurate execution of applications.
  • Drove compliance with applicable laws and policies, including GDPR and the Criminal Justice Act, ensuring all client documentation and background checks met regulatory standards.

Grade III Clerical Officer

Technological University of The Shannon
Athlone, Co Westmeath
2024.03 - 2025.10
  • Acted as a primary contact for part-time and work-based learners, coordinating services and responding to complex queries in a fast-paced, goal-oriented environment.
  • Performed regulatory and control assessments by preparing reports, spreadsheets, and documentation for internal and external government-funded program audits (e.g., Springboard+).
  • Utilised reporting tools and student management applications (Banner) to maintain accurate records, process data, and track application eligibility.
  • Liaised with external cross-functional partners (funding bodies) to ensure compliance with funding rules, verifying documentation and managing data securely.
  • Ensured accuracy with meticulous data entry tasks.

Booking Co Ordinator and Client Relationship (Temporary Contract)

CPL (Servi - Source)
Dublin, Munster and Leinster
2023.09 - 2024.03
  • Manage Weekly Reports
  • Managed key accounts for healthcare facilities across Dublin, Munster, and Leinster, delivering customer service that met and exceeded strict client expectations.
  • Generated and managed weekly performance and compliance reports, identifying process gaps and ensuring training and licensing standards were maintained.
  • Liaised with Directors of Nursing and facility managers to coordinate staffing and appointments, demonstrating strong organizational skills and accountability in service delivery
  • Successfully delivered on tasks within tight deadlines.

Sales Consultant

Eir
Tullamore, County Offaly
2020.09 - 2022.10
  • Consistently meeting sales targets set individually and for the team. Maintaining product knowledge in order to continuously improve sales technique.
  • Responsible for stocktaking each morning, billing procedures and ensuring there is the correct reconciliation of funds at the close of each shift.
  • Building customer loyalty through fostering strong relationships. Sourcing leads and finding other potential customers. Upselling store promotions and packages.
  • Ensuring that GDPR regulations are adhered to.
  • Proficient in the use of Microsoft Word and Excel. Quick learner and comfortable with learning new systems evident through the use of work systems such as R6, ION, AIWEB and Ecom.
  • Overseen and assisted in training new staff members.
  • Negotiated contracts leading to mutually beneficial agreements.

Key Holder/ Assistant Manager

Mr Price
Tullamore, County Offaly
2019.01 - 2020.01
  • As a Key Holder responsible for opening and closing the premises several times each week and on call in case of emergency.
  • Completing cash pickups from tills and make sure they have sufficient amounts in them, make lodgments when necessary and do till floats before locking up the premises.
  • Managing the daily roster of staff which includes break times, job assignments and quality of work.
  • Tasked with handling deliveries to ensure the right stock is arriving in the warehouse this includes checking quantities, quality and signing documents for approval.
  • Administration jobs which included checking emails, handling phone calls and taking care of any customer feedback or complaints.
  • At the end of a night shift; checking the entire premises, locking tills in the safe after counting them and making sure they have the correct amount of money. Proceeding to lock up the entire premises carefully and set the alarm to ensure that the building and its contents were safe and secure.

Education

Bachelor of Business and Law - Business Law, Company Law, Managerial Finance, Accountancy, Enterprise

Athlone Institute of Technology
Athlone, Offaly
2018.09 - 2019.05

Higher Certificate in Business - Business

Athlone Institute of Technology
Athlone, Offaly
2016.09 - 2018.06

Media Studies in Media, Photography and Journalism - undefined

Moate Business College
Moate, County Westmeath
2015.01 - 2016.01

Leaving Certificate - undefined

Ard Scoil Chairáin Naofa
Clara, County Offaly

Skills

Risk & Compliance

  • Regulatory Compliance (GDPR, AML)
  • Issue Escalation & Resolution

Client & Account Management

  • Client Relationship Management (CRM)
  • High-Profile Portfolio Management

Financial Operations

  • Cash Management Operations
  • Transaction Execution & Processing
  • Workflow Optimization / Process Improvement
  • Financial Data Analysis

Technical & Reporting

  • Reporting Tools & Applications (Finacle, Banner, R6)
  • Data Reconciliation
  • Microsoft Office Suite (Advanced Excel)

ADDITIONAL INFORMATION

References available upon request.

Timeline

Grade III Clerical Officer

Technological University of The Shannon
2024.03 - 2025.10

Booking Co Ordinator and Client Relationship (Temporary Contract)

CPL (Servi - Source)
2023.09 - 2024.03

Business Customer Advisor (Temporary Contract)

AIB
2022.10 - 2023.06

Sales Consultant

Eir
2020.09 - 2022.10

Key Holder/ Assistant Manager

Mr Price
2019.01 - 2020.01

Bachelor of Business and Law - Business Law, Company Law, Managerial Finance, Accountancy, Enterprise

Athlone Institute of Technology
2018.09 - 2019.05

Higher Certificate in Business - Business

Athlone Institute of Technology
2016.09 - 2018.06

Media Studies in Media, Photography and Journalism - undefined

Moate Business College
2015.01 - 2016.01

Leaving Certificate - undefined

Ard Scoil Chairáin Naofa
Donna Feehan