Mia Brennan
Manchester,United Kingdom
Summary
Motivated banking professional with 2 years of experience in the financial sector. Dedicated to maintaining positive relationships with clients and resolving complex queries. Holds valuable knowledge of financial regulations and risk management, proficient in preparing KYC and AML screens. Strong communicator and team player with a commitment to ongoing professional development.
Overview
6
6
years of professional experience
Work History
Customer Advisor
Bank of Ireland
2022.07 - Current
- Customer focused, committed to building and maintaining positive client relationships.
- First point of contact for personal and business customers.
- Investigated various queries and further developed communication and problem-solving skills by working closely with various teams within the Bank of Ireland network to tackle and resolve challenges.
- This allowed me to make informed decisions and ensure client satisfaction.
- Gained knowledge of financial regulations and internal policies.
- I used this knowledge to gather the documents and information needed to complete AML screens for existing and potential customers and become familiar with the KYC process to perform risk assessments.
- Supported senior financial advisors during client meetings to conduct fact finds, evaluate objectives, and offer personalised financial guidance.
- Worked closely with Bank of Irelands Global Market team to manage and book rates for personal and business customers when completing foreign currency transfers.
- Enhanced due diligence and fraud awareness in order to minimise risk when completing domestic and international transfers on behalf of customers.
- Ability to spot opportunities and reach weekly targets, initiated contact with clients to offer appropriate products and gained experience using Microsoft Dynamics CRM system to keep track of targets and organise meetings.
Bank Teller
Bank of Ireland
- Developed strong attention to detail by ensuring accuracy when processing various customer transactions.
- Effectively communicated and collaborated with colleagues to support each other during busy periods and delegate tasks.
- Also used these skills to ensure cash reports and end of day reports were completed correctly and in a timely manner.
- Strengthened organisational and multitasking abilities, oversaw the timely implementation of security protocols such as setting of time locks on priority safes and drop-down safes.
- Diligently enforced cash handling procedures to maintain compliance with established cash limits.
Waitress
Killarney Plaza Hotel and Spa
2019.01 - 2022.03
- Improved organisation and communication skills by liaising with other staff members to manage large bookings and provide customers with high quality service.
- Showed flexibility and ability to multitask by completing various tasks such as serving customers, taking orders, making hot and cold beverages, collecting payments, doing stock control and maintaining a clean restaurant.
- Provided guidance to new employees and developed a leadership role as I helped to train and support them.
Education
Professional Diploma in Financial Planning -
Institute of Bankers Ireland (IOB) / University College Dublin
10.2024
Professional Certificate in Financial Advice -
Institute of Bankers Ireland (IOB) / University College Dublin
2023-03
Bachelor of Arts - Geography and History
University College Cork
2022-09
Leaving Certificate -
St. Brigid's Secondary School Killarney
2019-05
Skills Certificate in Risk Management in Financial Services -
Institute of Bankers Ireland
Dublin2024-03
Skills Certificate in Customer Service And Advice -
Institute of Bankers Ireland
2024-03
Skills
- Financial Advisory
- Customer Service
- Risk Management
- Global Markets
- KYC/AML process
- Microsoft Office suite: Excel, Word, PowerPoint
- CRM Systems
- Problem-Solving
Languages
English
First Language
French
Intermediate (B1)
B1
References
References available upon request.
Timeline
Customer Advisor
Bank of Ireland
2022.07 - Current
Waitress
Killarney Plaza Hotel and Spa
2019.01 - 2022.03
Bank Teller
Bank of Ireland
Professional Diploma in Financial Planning -
Institute of Bankers Ireland (IOB) / University College Dublin
Professional Certificate in Financial Advice -
Institute of Bankers Ireland (IOB) / University College Dublin
Bachelor of Arts - Geography and History
University College Cork
Leaving Certificate -
St. Brigid's Secondary School Killarney
Skills Certificate in Risk Management in Financial Services -
Institute of Bankers Ireland
Skills Certificate in Customer Service And Advice -
Institute of Bankers Ireland
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