Summary
Overview
Work History
Education
Skills
References
Timeline
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Sarah Smith

Sarah Smith

Dunshaughlin

Summary

Resourceful Bank Official with expertise in risk management, regulatory compliance, and customer relationship management. Known for high productivity and efficient task completion. Excel in communication, problem-solving, and adaptability to drive success in dynamic banking environments.

Overview

5
5
years of professional experience

Work History

Bank Official Retail Banking

AIB
Dublin
01.2020 - Current
  • Provide superior customer service in a professional and friendly manner. Attend to customers in an orderly, efficient manner to ensure a positive customer experience.
  • Operations champion for the branch. Requires excellent knowledge of all system processes and procedures. Daily completion of reports and responsibility in reconciliation of any end-of-day variances.
  • Maintain a high level of knowledge about the Bank's products and services. Ensure customers are provided with accurate information.
  • Lead promotion and education of self-service banking (digital and automation options) with customers and colleagues.
  • Process high volume of transactions efficiently and accurately, while maintaining high service standards. E.g. Payments/transfers, cheques, FX, fast cash, loan/deposits payments, process withdrawals/lodgements.
  • Adhere to all bank policies and procedures, security policies, regulatory requirements, industry service standards, codes of conduct, and record keeping.
  • Identify opportunities to promote the Bank's products and services; where appropriate, cross-sell and refer them to relevant branch or Bank staff.
  • Go the 'extra mile' to build trust relationships, customer loyalty, and satisfaction. Helping to support NPS goals.
  • Be risk averse in every transaction and detect fraudulent transactions to prevent losses. Ensuring all fraud reporting is completed timely.
  • Investigate and resolve transaction queries from customers efficiently. Sharing findings of learnings with colleagues and updating procedures where required.
  • Complaint handling in line with procedures.
  • Support Account Opening. Understanding of AML, Compliance, and KYC regulations.

Education

Master of Science - Counselling & Psychotherapy

University College Cork
Dublin - TPTI
09-2023

Bachelor of Arts - Psychology

Maynooth University
Maynooth
09-2017

APA - Professional Diploma in Financial Services -

University College Dublin
Dublin

Skills

  • Branch operations
  • Problem-solving skills
  • Creative Thinking
  • Verbal and written communication
  • Due diligence
  • Operations Management
  • Banking regulations
  • Self-directed mindset
  • Loss Prevention
  • Customer queries
  • Complaint Handling
  • Marketing
  • Team Collaboration

References

References available upon request.

Timeline

Bank Official Retail Banking

AIB
01.2020 - Current

Master of Science - Counselling & Psychotherapy

University College Cork

Bachelor of Arts - Psychology

Maynooth University

APA - Professional Diploma in Financial Services -

University College Dublin
Sarah Smith