Laura O'Brien Barrett LIB QFA EFA PB

Experience

• 

  Bank of Ireland

  Nov 2005 - Apr 2017

  Primarily dealing in Portfolio Management, and as a personal Financial Adviser for a portfolio of clients. I provide advice and recommendations on their Day to Day banking needs, Savings and Investments, Lending, Mortgages (both new business and arrears cases) and General Insurance. I also work closely with my colleagues in Bank of Ireland Life Premier who conduct reviews for clients with Protection/Pensions/Long term investment needs and I am involved in the meeting process if the need arises for such a review. Show less Since joining the Group in 2005 I have worked in several aspects of Retail Banking. Such roles included cash, customer services, Compliance, Data/accounts, Foreign Exchange.More recently I had been working as a Customer Adviser which involves conducting financial reviews with customers in the areas of Lending, Day to Day Banking, Savings and Investments, and also briefing them on the importance or requirements for Protection or Pensions and referring them to my colleagues in Bank of Ireland Life for a review in those areas.I also have experience in the MARP process in relation to Mortgage arrears, whilst also assessing new Mortgage business. Show less

  • Cluster Sales Manager

    Apr 2014 - Apr 2017

  • Business Adviser

    Dec 2013 - Apr 2014

  • Premier Portfolio Adviser

    Feb 2013 - Dec 2013

  • Customer & Mortgage Adviser

    Nov 2005 - Jan 2013
• 

  Bank of Ireland

  Mar 2018 - Jan 2019

  Community Enterprise Leader
• 

  Bank of Ireland

  Feb 2020 - now

  Mortgage business development. Generating Mortgage business within Fingal. Assessing, managing and submitting Mortgage applications and progressing those approvals to drawdowns.

  • Senior Manager - Merchant Services

    Oct 2022 - now

  • Mortgage Manager - Fingal

    Feb 2020 - Oct 2022