Experience

PGIM
• Financial Services
• 500 - 600 Employee
• Asset Performance Surveillance Analyst

  • May 2023 - Present


Ulster Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Customer Adviser & Mortgage Advisor

  • Dec 2016 - May 2023

  As Customer Adviser I conduct personal financial reviews for both new and existing clients. I help customers review their financial needs. This is a full overview of customers commitments and savings to assist in helping customers manage their goals and to ensure that they are getting the best possible customer service.I help customers with saving plans for example to get their first step on the property ladder. I also review their borrowing requirements including personal, car and home improvements.I am proficient in using the microsoft suite including Word, Powerpoint and Excel. Show less

• Team leader

  • Feb 2011 - Nov 2016

  I was responsible for the management and daily running of the Branch. My responsibilities included:Ensuring customer service targets were achieved and I dealt with any complaints from customers.Training new and existing members of staff.Monitoring staff performance and delivering staff appraisals on a by weekly basis. Overseeing the implementation of new procedures in the branch and ensuring existing processes were being adhered to.Managing branch budgets.



Genesys Wealth Advisers

• United States
• Financial Services
• 1 - 100 Employee

• Executive Administrative Assistant

  • Oct 2009 - Feb 2011

  Working with Wealth Advisers looking after clients pension and superannuation needs. This involved making changes is portfolios and buying and selling shares for high end clients personal funds. Working with Wealth Advisers looking after clients pension and superannuation needs. This involved making changes is portfolios and buying and selling shares for high end clients personal funds.

• Area Operations Manager/ Risk Support Manager

  • Jun 2006 - Jun 2009

• Customer Advisor

  • Jun 2004 - Jun 2006

  Mortgages, Personal Lending and Mortgage Protection. Financial Reviews for customers.

• Customer Service Officer

  • Aug 2002 - Jun 2004

• Customer Service Officer

  • Apr 2001 - Aug 2002