James Mc Mahon

Experience

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  Wipro

  Jan 2015 - Apr 2015

  PPI Complaints Assessor

  Working as part of the Mortgage Payment Protection Insurance remediation team.Reassessing Payment Protection Insurance complaints on behalf of Lloyds Banking Group.Adhering to FCA regulations.Investigating the complaint with a view to establishing whether or not a customer is entitled to a refund.Contacting the customer to retrieve information sensitive to the case.Using the systems efficiently to ensure cases are resolved in as expediently as possible for the best possible outcome for the customer.Using Data Capture Software in building the profile of cases. Show less

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  Bank of Ireland

  Apr 2015 - Dec 2015

  Branch Banking
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  Ulster Bank

  Jan 2016 - Feb 2018

  Customer Service Officer

  Working as part of the retail team in the Blanchardstown branch of Ulsterbank.Carrying out cash and customer service duties as required. Identifying and fulfilling customers' financial needs.Managing the secondary lines sales in the branch.Performing comprehensive financial reviews with customers with a view to fulfilling their financial needs.

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  Permanent tsb

  Mar 2018 - Mar 2022

  Supported and led key implementations that expanded the Permanent TSB Business Banking Proposition.Process mapping of As-Is and To Be journeys in Visio , to help ensure system and operational impacts and dependencies of new journeys and changes to existing journeys are fully understood and actioned!Documenting detailed functional and non-functional requirements for complex journeys and acting as Point of Contact for follow-on Q&A.Working with key collaborators to help them shape and document Standard Operating Procedures to support new and improved journeys.Lead engagement with risk and compliance functions (Fraud, 1st and 2nd line Risk, KYC, AML and MLRO functions) and supporting / driving governance processes e.g. Retail Business Assurance, Risk Assessment, DPIA etc.Leading Business Readiness and Comms - ensuring impacted colleagues and customers are fully supported pre launch of new journeys / journey improvements. Show less  Managing high value customer relationships. Meeting customers for mortgage and personal loan appointments off site, processing and submitting these applications for credit decisioning to underwriting. Conducting reviews with existing SME customers to identify their needs and how the bank can support them. Sourcing, processing and submitting credit applications for SME term loans, overdrafts and Mortgages. Working with credit and customers to deliver the best possible outcome for the bank and the customer. Reviewing colleague’s files before submission to credit. Opening current accounts and processing credit card and overdraft applications Opening Business current accounts working with AML and compliance to ensure a smooth customer on boarding process.  Providing feedback and training to staff on sales. Working within compliance and credit guidelines for the submission of credit applications. Driving business development in the area to make Permanent TSB the bank of choice in Dublin West. Show less

  • Product Management Lead - Business Banking Credit Products

    Jul 2020 - Mar 2022

  • Field Based Customer Consultant

    Mar 2018 - Jul 2020
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  Layer

  Feb 2022 - Jun 2022

  Client Delivery Business Analyst
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  AIB

  Jun 2022 - now

  Credit Card Propositions Design Lead