James Handley
Drogheda
Summary
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Several years of success supporting client financial goals through astute investment guidance. Proven skills in promoting products and boosting revenue by connecting with customers and effectively communicating sales recommendations. Well-organized, reliable and experienced in setting up displays, restocking shelves and supporting in-store customers with knowledgeable assistance. Enhance store loyalty with unparalleled support.
Overview
14
14
years of professional experience
Work History
Assistant Financial Advisor
Irish Pensions & Finance
Dunboyne, Ireland
08.2022 - 04.2024
- Identified new business opportunities through networking events or referrals from existing clients.
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Managed relationships with outside vendors such as attorneys, accountants, when necessary.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Consistently met and surpassed KPIs for sales performance.
Risk/Fraud Analyst
Ebay
Drogheda, Ireland
02.2022 - 08.2022
- Exercised problem-solving skills to adjust account restrictions for members based on critical thinking and sound judgment.
- Verified account activity and mitigated loss.
- Utilized account history and trends analysis to determine appropriate actions on accounts.
- Demonstrated deep understanding of customer service's vital role in fostering buyer loyalty and driving sales.
- Provided quick and thorough insight into customer preferences, identifying key areas for enhancement.
- Assessed proficiency in judgment calls, sound decision making, accountability, responsibility as well as confidentiality and professionalism.
- Exceeded Quality, Satisfaction & Metric Targets established by Team Leader.
Pensions Retirement Plan Specialist
Fidelity Investments
Dublin
03.2020 - 01.2022
- Maintain confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Resolved escalated customer issues in timely manner, which boosted retention rates by 10%.
Customer Service Representative
Concentrix, Neato
Swords Retail Park
03.2019 - 03.2020
- Selling new products and accessories to customers, capturing significant increases in add-on sales.
- Resolved customer issues effectively, using strong interpersonal skills and conflict resolution techniques.
- Consistently achieved service rating targets, managing customer enquiries with personalized care and attention.
- Recommended customer service improvements, boosting average customer satisfaction ratings by 84%.
Retail Shop Assistant
Dunnes Stores
Drogheda
03.2017 - 03.2019
- Designed visually appealing and effective displays to maintain welcoming, inviting store presentation.
- Processed and tracked store deliveries, liaising with Avonmore suppliers to ensure delivery timelines were met.
- Facilitated smooth store operations, performing daily opening and closing functions such as stock counting, cashing up, Date checking and rearranging dates for products.
- Maintained and replenished stock shelves to ensure consistent product availability.
- Supported Deli Wok in implementing promotions that resulted in 8% store revenue growth.
Waiter Bartender
Sorrento's Ristorante
Drogheda
01.2017 - 09.2017
- Maintained in-depth bar and menu item knowledge, providing expert recommendations to suit guest taste.
- Delivered food and beverage orders within established timeframe, maintaining service efficiency.
- Performed bar closing duties, thoroughly cleaning, sanitising and replenishing stock.
English tutor
EP Academy
Bergamo
06.2017 - 06.2017
- Monitored students' test and assessment marks to identify areas of improvement and build confidence.
- Developed students' understanding and writing skills through EFAL process to improve overall English skills.
- Provided early intervention assistance to struggling students not yet considered behind.
- Built rapport with parents to provide more accurate skills assessments, encouraging parental involvement to accelerate student progress.
Team Leader
Costa Coffee
Drogheda
07.2014 - 03.2017
- Coached team members in proven and cutting-edge methodologies, providing feedback to encourage highest sales potential.
- Defined strategic Key Performance Indicator (KPI) targets for direct reports, consistently monitoring performance to drive successful results.
- Produced detailed monthly productivity reports to identify areas of improvement and formulate targeted action.
- Provided leadership and direction for employees, supervising activities to drive productivity and efficiency.
- Provided performance reviews and tailored employee feedback to facilitate professional development.
Bartender Waiter
Black Bull Inn
Drogheda
03.2015 - 02.2016
- Maintained high sales averages by ordering and maintaining an accurate inventory of bar products.
- Liaised with kitchen service staff to ensure maximum efficiency in cleanliness and availability of glassware.
- Improved stock management efficiency, accurately forecasting demand to meet supply levels and minimise waste.
Sales Associate
VIP E- Cigarette
Drogheda
06.2015 - 07.2015
- I worked in the Tesco Extra in Drogheda selling e-cigarettes to help people stop smoking and eventually quit.
- I had my own stall with all of the merchandise on display while attracting customers to look through the products.
- I was working with another individual but majority of the time I was alone with the stall to myself.
- Aided senior leadership by generating sales reports for store performance analysis and review.
IT Support Technician
Coca- Cola
Drogheda
02.2010 - 02.2014
- Communicated clearly and professionally with service users, simplifying complex ICT solutions for ease of understanding.
- Improved service-user experiences through effective communication and efficient, accurate issue resolution.
Till Operator
Costa Coffee
Drogheda
11.2013 - 01.2014
- Processed sales, exchange and refund transactions efficiently to reduce customer waiting times.
- Collaborated effectively with customer service teams to professionally address and resolve issues.
Education
Level 6 Fetac Course - Information Technology
Drogheda Institute of Higher Education
Drogheda, Louth04.2014
Leaving Certification -
St. Mary's C.B.S Drogheda,
Drogheda09.2012
Bachelor of Arts - Law and Politics
Dublin City University
Dublin, LeinsterSkills
- Complaint resolution
- Team management
- Telephone skills
- Cash and card processing
- Outstanding customer service
- Exceptional communication
- Key Performance Indicator (KPI) management
- Resource allocation
- Employee coaching and mentorship
- Team development strategies
- Cost-effective budget control
- Team supervision
- Fraud Detection
- Telephone and email etiquette
- Financial Modeling
References
Keith Watters - 0877195572
Lynette Moore - 0831130920
Maria Mullen - 0873802240
Conor Molloy: 0876099250
Dunnes South Gt: 0419817040 Anna Borza: 086323 5549
Fiona EP: 00 39 328 0150352
Agnieszka Boniewicz: 085-728 6736
Tracey Hewitt: 086-241 5496
Cathy-Anne Ward: 087-093 1723
Ian Hodgins: 086-0424041
Helena: 087-619 5529
Maurice Mc Gonagle: 087-7643579
Timeline
Assistant Financial Advisor
Irish Pensions & Finance
08.2022 - 04.2024
Risk/Fraud Analyst
Ebay
02.2022 - 08.2022
Pensions Retirement Plan Specialist
Fidelity Investments
03.2020 - 01.2022
Customer Service Representative
Concentrix, Neato
03.2019 - 03.2020
English tutor
EP Academy
06.2017 - 06.2017
Retail Shop Assistant
Dunnes Stores
03.2017 - 03.2019
Waiter Bartender
Sorrento's Ristorante
01.2017 - 09.2017
Sales Associate
VIP E- Cigarette
06.2015 - 07.2015
Bartender Waiter
Black Bull Inn
03.2015 - 02.2016
Team Leader
Costa Coffee
07.2014 - 03.2017
Till Operator
Costa Coffee
11.2013 - 01.2014
IT Support Technician
Coca- Cola
02.2010 - 02.2014
Level 6 Fetac Course - Information Technology
Drogheda Institute of Higher Education
Leaving Certification -
St. Mary's C.B.S Drogheda,
Bachelor of Arts - Law and Politics
Dublin City University