Elizabeth O Brien BA APA PIB Loans,SavingsandInvestments, Pensions

Elizabeth O Brien BA APA PIB Loans,SavingsandInvestments, Pensions

Receptionist/ Credit Controller

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location of Elizabeth O Brien BA APA PIB Loans,SavingsandInvestments, PensionsCounty Kerry, Ireland

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  • Timeline

  • About me

    Financial background in both retail and investment banking

  • Education

    • University College Cork

      2006 - 2009
      Bachelor of Arts(Hons) Politics and History Second Class Honours

      Activities and Societies: UCC Political Society Subjects: EconomicsHistoryPoliticsGreek and Roman CivilisationI obtained an Honours Bachelors degree in both History and Politics.I was also a member of a UCC political party where I ran many debates, so not afraid to talk in front of crowds.

    • University College Dublin

      2021 - 2025
      Banking and Financial

      I completed the QFA in loans, Regulations Savings and Investments and Pensions. I will be fully qualified by the end of this year as a Qualified Financial Advisor.

  • Experience

    • Frank Roche Air Conditioning

      Sept 2013 - Dec 2013
      Receptionist/ Credit Controller

      Role: Receptionist/ Credit Controller• Handled business clients via telephone, email and fax• Liased with creditors to update companies account• Developed skills through on-going training• Took and informed owner of important messages from clients

    • Great Gas

      Dec 2013 - Jul 2014
      Store Supervisor

      Role: Store Supervisor• Stock control• Trained in new employees to the business• Monitored staff during working hours• Maintained high quality customer service at all times

    • Pure Telecom Ireland

      Aug 2014 - May 2015
      Customer Service Specialist

      Took inbound calls regarding bills, paymentsMade outbound calls to update customer accountsWorked with different departments to provide full customer satisfactionTrained in internsWorked as apart of a team as well as took own initiative

    • AIB

      Jul 2015 - Nov 2015
      Payments officer

      I was employed in a contract role for this positionDealt and processed inward payments from abroadReturned/repaired monies that were incorrect/invalidLiaised with finance department to secure good exchange rates for customers revenueProcessed standing orders for customers Adhered to excellent customer service at all times in a professional mannerUtilised excellent teamwork and communication skills whilst in the workplace

    • Permanent tsb

      Feb 2016 - Dec 2016
      Assistant Manager Compliance

      Responsible for making customers compliant while adhering to strict banking procedure and policies. Also responsible for quality assurance of staff members work while multi-tasking with different departments within the bank

    • Deutsche Bank

      Feb 2017 - Mar 2018
      Global Cash Operator

      Responsible for engaging with clients worldwide regarding specific OFAC regulations and queries.Monitored and managed the payment engine at all times and made sure payments were made via SWIFT.Responsible for managing the team for various periods throughout the year Trained in new members to the team using my leadership and motivation skills and also excellent communication skillsResolved FX queries and engaged with different departments in order to achieve the best outcome for the clients. Show less

    • BNY Mellon

      Oct 2018 - Oct 2021
      Senior Trustee Analyst

      Senior Analyst Trustee Depositary

    • CACEIS

      Oct 2021 - Mar 2022
      Senior Control Analyst
    • BCMGlobal

      Mar 2022 - Jun 2022
      Credit Origination Analyst
    • Deloitte

      Jul 2022 - Dec 2022
      Debt Recovery Analyst
    • PayPal

      Aug 2023 - Jan 2024
      Collections Specialist
    • Bank of Ireland

      Sept 2024 - Dec 2024
      Welcome Advisor

      . Engaged with customers to deliver a professional and friendly customer service.• Recognised and referred selling opportunities onto relevant teams.• Handled the flow of customers throughout the Branch.• Identified and recommended product options to customers.• Handled all queries from personal and business customers

  • Licenses & Certifications

    • Generic skills for employment

      FAS
      Jul 2009
    • Payroll and Book-Keeping

      FAS
      Jul 2009
  • Volunteer Experience

    • Teacher/Supervisor

      Issued by Davis College Mallow on Mar 2005
      Davis College MallowAssociated with Elizabeth O Brien BA APA PIB Loans,SavingsandInvestments, Pensions
    • Career Presenter

      Issued by JA Worldwide on May 2019
      JA WorldwideAssociated with Elizabeth O Brien BA APA PIB Loans,SavingsandInvestments, Pensions