Michael Ward MSc, QFA, PB

Assistant Manager - Lending at Health Services Staffs Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
Ireland, IE

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Patricia Medcalf PhD

During his time at The Institute of Technology, Michael was a very diligent student who demonstrated an ability to grasp the many aspects of Marketing covered - from the basic principles of Marketing to more complex areas such as Marketing Research, and Marketing Strategy. He was reliable and always delivered coursework on time and to a high standard. By the time he reached his final year, he demonstrated an ability to analyse and solve Marketing problems. He is a good communicator and can write coherent and insightful documents. Also, he is a team player, as demonstrated by his interactions with others on team assignments. I would not hesitate to recommend Michael for a Marketing post.

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Experience

    • Ireland
    • Financial Services
    • 1 - 100 Employee
    • Assistant Manager - Lending
      • May 2023 - Present

    • Ireland
    • Banking
    • 700 & Above Employee
    • Assistant Manager - Broker Centre
      • Aug 2021 - Apr 2023

    • Direct Sales Performance Team Leader
      • Apr 2019 - Aug 2021

      • Strong drive to achieve in a busy target driven environment• Good analytical skills and ability to translate into performance improvement • Strong customer experience focus• Proactive and enthusiastic approach to work• Knowledge of the permanent tsb product range• Knowledge of Contact Centre systems (Avaya, WFM, NICE, SMART) • Knowledge in the practical use of MS Office applications • Understanding of sales systems and processes• Potential to develop sales skills within the team of direct reports• Financial Services market awareness Show less

    • Digital & Voice Sales Agent - Consumer Finance
      • Mar 2018 - Apr 2019

      Term Lending Team:  Answering inbound phone/ electronic sales leads, within agreed SLAs, guiding all customers through the appropriate sales process.  Handling outbound pre-and post-sales follow up calls.- Underwriting & approving loans on call Conducting outbound sales campaigns and managing agreed number of leads on a daily basis. Supporting the sales appointment setting plan for Branches Supporting the Retail network by effectively identifying and referring quality cross sale opportunities. Achieving key sales and quality service targets and cross selling other related products. Handling all customer contact professionally, efficiently and in response to the customers’ individual needs Guiding customers through ptsb’s range of products from application through to account opening. Operating in an efficient and professional manner. Liaising with the branch network and other head office departments in delivering against defined SLAs. Taking responsibility for own personal development, agreeing an annual personal development plan with Team Leader, continually renew skills and being open to feedback.Commercial GrowthWe are ambitious with a strong desire to maximise opportunities and grow the business by delivering customer needs profitably and adopting new and innovative ways of working.Customer FocusWe continually strive to build trusting, transparent relationships with our customers and to deliver superior customer experiences. Show less

    • Ireland
    • Banking
    • 700 & Above Employee
    • Personal Financial Advisor
      • Feb 2017 - Mar 2018

      - Personal account opening - Lead generation & Identifying opportunities - Calling customers & setting appointments for financial reviews - Delivering a personal customer experience- Working towards weekly benchmark targets - Calendar management - External visits such as BAW (Bank @ Work) - Dealing with general banking queries- QFA qualified

    • Bank Assistant
      • Jan 2016 - Feb 2017

      Responsibilities: - Migration 365- Driving personal account customers online - Demonstrating the benefits of online, tablet & mobile banking - Driving small to med business customers to 365 online & demonstrating the increased benefits - Reducing paperwork in the branch by migrating customers online - Delivering a personal customer experience - Operating cashier services - Working towards weekly KPIs across 36 lines - Scheduling appointments for financial advisors - Dealing with general banking queries- Working towards QFA qualification Show less

    • Digital Customer Champion
      • Apr 2015 - Dec 2015

      Frontline customer facing role driving the omni channel strategy of the bank. Responsibilities: - Migration 365- Driving personal account customers online - Demonstrating the benefits of online, tablet & mobile banking - Pushing app downloads - Creating demo accounts for customers to try online features- Driving small to med business customers to 365 online & demonstrating the increased benefits - Reducing paperwork in the branch by migrating customers online - Delivering a personal customer experience - Working towards weekly KPIs in regards to online migration - Scheduling appointments for financial advisors - Dealing with general banking quieries Show less

  • TGH
    • Sydney, Australia
    • Community Manager & Marketing Co-ordinator
      • Jul 2012 - Jun 2014

      Community Manager & Marketing Co-ordinator July 2012 – July 2014 T.G. Hotel Pty Lty My role in the Tea Gardens Hotel was a varied role that involved the development of a marketing plan and an evaluation of past initiatives. Roles & Responsibilities: • Marketing Planning – 1 month, 3 month, 6 monthly & yearly plans • Branding – Rebranding one of two hotel bars to a new customer segment • Community Management – Social media management • Content Curation – Relevant to industry • Competitive Analysis – SWOT • Cross Promotion Planning – Working with reps from alcohol companies • Merchandising – Dressing up the bars based around current promotions • Events – Booking, planning & management • Media – Adverts for the hotel, traditional & online • Database Management – Building, data entry & using • Targeted email campaigns – Newsletter campaign • Implementation of membership & loyalty programme • Sports Sponsorship Evaluation Criteria – Identifying local sports teams to sponsor • Tracking Sponsorships • Sponsorship Activation • Redesign of hotel website • CMS Website Management • Research – Customer Appreciation • Involved in new logo design process • Mobile Marketing - Introduction of mobile app • Content Marketing – Sourcing • Appointment Setting & General Office Admin Show less

  • SinCity Music Events
    • Sydney, Australia
    • Social Media Co-Ordianator
      • Nov 2011 - Jan 2012

      Small run company with a small team. My main role was to create a following via social networking site Facebook, engage with "fans/followers" and push major events both online and offline. Work closely with venues to organize events, secure funding and promote ticket sales. Small run company with a small team. My main role was to create a following via social networking site Facebook, engage with "fans/followers" and push major events both online and offline. Work closely with venues to organize events, secure funding and promote ticket sales.

Education

  • The Institute of Banking
    Professional Diploma in Financial Services, Distinction GPA 4.1
    2021 - 2021
  • The Institute of Banking
    Professional Certificate in Banking in a Digital Age
    2020 - 2020
  • Institute of Banking
    QFA
    2016 - 2017
  • UCD Michael Smurfit Graduate Business School
    MSc in Marketing
    2010 - 2011
  • Technological University Dublin
    1st Class Honours, Marketing
    2006 - 2010
  • St Johns College
    2001 - 2006

Community

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