Curriculum Vitae

Marie Wilson Burns

PERSONAL DETAILS

Address Cabra Court House, Cabra, Kingscourt, Co Cavan.

Tel: DOB

087 1650140 22/04/1985

Email:

mariewilson99@eircom.net

EDUCATION

Date Date to: Name of school/college/university Exams taken and grades obtained including

from: Degrees and Professional Qualifications

Jan 08 May 10 UCD NFQ Level 7, Professional Diploma in Financial Advice - Qualified Financial Advisor

Sept 03 May 04 Cavan College of Further Studies FETAC Level 5, Office Administration –

Insurance & Banking Studies

Sept 99 June 03 Eureka Secondary School, Kells, Co Junior & Leaving Cert

Meath

WORK EXPERIENCE

Dates: 01/07/2016 - Present Name of Employer/Business Unit: EBS LTD – Navan Branch (Sweeney) Job Title: Mortgage Adviser/S & I Adviser

Identify and meet new and existing customer needs through the S & I Financial Review Process

Offer advice on behalf of EBS Product Suite and Irish Life Investment Product Suite

Complete weekly target of S & I Reviews per week

Proactively call customers from the EBS existing database in relation to account maturity, with a

view to conduct S & I reviews.

Hold new and existing customer mortgage meetings and deal with customer mortgage queries

Transmit quality mortgage applications

Specialist mortgage adviser in self employed cases

Actively manage the branch pipeline in S & I and mortgages areas

Referrals to other business areas such as Allianz re Home Insurance and Irish Life Specialist

Adviser re Pensions/Bank Assurance/Wealth Planning

Actively work together in all areas of the office as part of a small team of staff in a busy office

Participate in our weekly sales planning meeting

Actively support management in achievement of branch sales targets

Supporting management in offering new ways/ideas and implementing new processes within

the office to increase sales and efficiency

Dates: 01/03/2012 – 30/04/2016 Name of Employer/Business Unit: Bank of Ireland – Navan Branch

Job Title: Business Adviser

Key Responsibilities

Actively managing a growing Portfolio of customers (Business & Agri) while proactively seeking

to increase market share.

As part of the Branch Management team, ensure customer is at the centre of everything we do.

With this in mind work with branch manager to ensure the branch team surpass the sales, service

and income targets of the branch while continuing to be fully compliant with all legislative &

regulatory requirements.

Identifying customer’s present and future financial needs both business and personal through

undertaking quality financial needs analysis and superior Customer service.

Constantly promoting and endorsing the “Open for business” message through our existing

customer base and external influencers. Ask for new business at all interactions with new and

existing customers.

Lead, coach and motivate a branch team. Always having an open door policy for all staff to

ask a question, gain advice or generally ask for help on something they may find difficult.

Champion of the One Wealth & FX product lines, ensuring staff are updated with any new

product offerings we may have and giving them the confidence to ask for business.

Working closely with the One Wealth & FX teams on new incentives and goals ensuring they

have a firm presence in the branch.

Successfully holding sales meetings & training sessions with the advisor team and Frontline staff.

Consistently ensuring I am updated on new credit policy for both personal, agri, business &

mortgages. I possess a strong ability on the application of credit policy ensuring all applications

are of a high quality.

Actively promoting the banks self-service proposition by ensuring all customers are informed of

all options available to them at any given time via phone, Internet & Mobile banking.

Successfully taking on a large portfolio with proven results. This is evident from my PMO-

Performance measurement

Dates: 01/03/2011– 01/03/2012 Name of Employer/Business Unit: Bank of Ireland Business Banking– Navan Business Centre Job Title: Business Manager Assistant Key Responsibilities

Assist Business Manager in the day to day running of the office

Assess & prepare new (personal/business & agri) lending applications & complete review of

existing lending facilities

Assess company financial accounts

Manual preparation of offer letters with close detail monitoring

Liaise with bank solicitors re security preparation / liaise with internal security department re new

& existing security held

Manage loan drawdown pipeline / Daily Credit Reports (Pays / Unpaids), issue relevant

correspondence to customers

Complete and report weekly sales summary reporting to Regional Business Manager

Assist Business Manager in customer meetings & prepare paperwork for agreed actions

Manage telephone system / Liaise with customer on Business Managers behalf

Manage deposit rollover listing

Actively seek opportunity via customer telephone conversations for new business and new sales

opportunity through needs basis

Dates: 20/06/2009 - 01/03/2011 Name of Employer/Business Unit: Bank of Ireland – Navan Branch Job Title: Mortgage/Customer Adviser

Key Responsibilities Identify and meet customer needs through the Financial Needs Review Process

Hold new and existing customer mortgage meetings and deal with customer mortgage queries

Transmit quality mortgage applications

Actively manage the branch pipeline

Personal Lending & Restructures / Small business lending/ Deposits

Complete weekly target of 15 PSB call and set up customer meetings

Referrals to other business areas such as I & I, Premier Wealth, & BIF

Actively Achieve Sales Targets in all areas of the BOI products through the Sales Excellence

Programme

Mortgage Champion - Drive mortgage agenda in the branch and ensure we achieve our sales

target for 2010 & 2011

Participate in our weekly sales planning meeting and actively looking from ideas from staff to

encourage involvement from all staff

Coach and train all staff on product knowledge and mortgage referral’s from each service area

within the branch

Actively support management team in Navan in achievement of branch sales targets.

Dates: 27/11/2006 – 20/06/2009 Name of Employer/Business Unit: Bank of Ireland – Kingscourt Job Title: Cashier/Frontline

Key Responsibilities Number 1 Cashier & Foreign Exchange in a busy three handed branch Customer Service/Frontline ATM Official Account Opening & Sales, Referrals Daily Reports Telephone Dealing with Complaints & Queries Day to Day Champion Youth Coordinator Assist Manager

Dates: 23/07/2003 – 27/11/2006 Name of Employer/Business Unit: Allied Waste Management, Oldcastle, Co Meath

Job Title: Office Administrator

Key Responsibilities Organise delivery & collection of skips & wheelie bins Invoicing/ processing payments Ringing customers for payment Telephone/ switch/ dealing with queries & complaints Record keeping for waste control Prepare presentations for tenders for jobs Update website/ personal assistant to managing director/ filing General office activities

Additional Information

I have recently registered to undertake the course ‘Professional Bankers’ Level 8 Professional

Degree qualification with the Institute of Bankers – course commencing October 2016 - first

exam January 2017

I am in the process of finishing a certified Bookkeepers course, through the Certified

Bookkeepers of Ireland – due to finish in the coming weeks

I hold excellent IT skills and am sufficient in all Microsoft packages – word, excel, outlook, access,

powerpoint.

I am flexible, self-motivated and extremely enthusiastic about my role within the team & have

always used my own initiative to up skill by covering & subsequently being trained in the roles of

Customer Relationship Consultant, Mortgage Adviser, Business Manager Assistant and Business

Adviser

I have always played an active role within the team, sharing a common goal towards achieving

our branch targets while providing the best advice & service for our customers.

I have excellent interpersonal & communication skills, which I demonstrate on a daily basis by

working closely with the front line staff, coaching them & giving them the confidence to

approach our customers & ask for the business.

Proven sales, compliance and income generating record over the years in every branch I have

worked in.

A self-starter with high levels of enthusiasm and drive to achieve a superior performance in

everything I do.

Strong ability to Coach and mentor staff while ensuring the customer is placed at the core of

everything we do.

Strong Credit Skills and possess sound business acumen when making credit decisions.

Commitment to every customers and ensuring excellent Customer service is given at every

customer interaction

Delivering a strong and efficient performance daily. Easily adapting to change and promoting

this with staff & customers alike.

Training Courses I Have undertook

Personal Development & Career

Management

Recruitment & Retention Of

Deposit Customers

Product Training ~ Home

Insurance

Business Adviser Capability

programme

Savings & Investments Ethics

Small Business Credit Skills Consumer Protection Code For

Sales

Anti-Money Laundering

Agri Credit Skills Data Protection Act Group Fraud Risk Awareness

Consumer Lending Credit Skills Group Code of Conduct Individual development Plan:

Effective planning

Mortgage Adviser Sales Skills New Sanctions Risk Awareness Irish Life Investment Training and

Sign off

Complaint handling procedures

(Core)

Submitting an ideal credit

application on Loan Origination

EBS – Orientation/Solas/Teller

Training Courses

Attributes I have proven myself to be a loyal, dependable & highly motivated self-starter with a positive ‘can

do’ attitude.

I am capable of working on my own initiative in a proactive manner to fulfil our company mission

“to be the best service provider with a reputation for exceeding client expectations”.

Throughout my career, I have developed very strong relationships with both my colleagues & our

customers. I always welcome the opportunity to meet new people and experience new roles.

I possess the unique mix of skills, experience & expertise appropriate for the role..

Consistent 4/5 staff appraisal ratings from various managers throughout my career in various

branches. (Ratings are based on performance in any given year. The ratings are from 1-5)

I am results driven & have a huge hunger to succeed in everything I do.

I have a proven sales & management background and would relish the opportunity to work with

your company as part of an exciting and dynamic team.

Throughout my career I have always worked in customer & team focussed roles. All of which required

excellent interpersonal & communication skills and the ability to work in a proactive manner either on

my own initiative or as a member of a team to provide superior service for customers

Referees Aine McConnell Aoife Sheridan Niall Flanagan

Branch Manager Branch Manager Area Manager

Bank of Ireland Bank of Ireland Bank of Ireland

Oldcastle Granard Dublin West Area

Co Meath Co Longford

087 681108 086 3167061 086 3554832 **Previously Branch Manager Kingscourt **Previously Customer Service Manager Na