Summary
Overview
Work history
Education
Hobbies and Interests
Timeline
Generic

Dominic Mcgee

Liverpool,MERSEYSIDE

Summary

A professional financial customer service advisor, with over four years of retail banking knowledge. Proficient in all aspects of client account management, customer services, product sales, telephony & relationship building. Exemplary customer services skills plus a wide and vast knowledge of the retail banking industry. Prior experience provided me with the opportunity to achieve qualifications in level three senior financial customer service advisory & certificate in retail banking conduct of business.

Overview

9
9
years of professional experience
2020
2020
years of post-secondary education

Work history

Operations executive

Evelyn Partners
Liverpool, Merseyside
09.2023 - Current
  • Overseeing the daily SEI trade reconcillations. Which involves booking the trades from the previous day with the upmost precision by using IRESS for the trade details.
  • Processing the ticket requests our team recieves whether that be: Open order removal, commission removal, custody buckets & trade settlement queries.
  • Also, processing the Pershing daily reconcillation which involves processing the deal book check, EC to Crest & Crest check. This can involve investigating trades with settlement issues like: incorrect settlement figures & ISIN mismatches.
  • Liasing with counterparties/brokers around settlement quries regarding trade settlement, and potentially amending the trade to settle correctly, wether that be for SEI or Pershing.
  • Managing the daily CCP reconcillation which involves making sure all three sides are booked & match. This can also require myself to book the trade out manually.
  • Additionally, handling the IOS equity deals queue and booking the trades to the client account. Also, investigating when counterparty requires the actvity ID, but trade does not appear to be booked. This can require finding the contract note and communicating with other teams to find why this has happened.
  • Also, recently training up a new team member, with the experience I have gained from my role. In addition mentoring him on best practices.
  • Recently, gaining my level three in Investment operations certificate.


Mobile Money Confidence Expert Dominic McGee
Liverpool, MERSEYSIDE
09.2018 - 04.2023
  • I have recently been awarded my level 3 qualification in senior financial customer service advisor CERT RBCB (2021), which I achieved a distinction. Furthermore, I am currently looking at pursuing my level 3 qualification in certificate in mortgage advice & practice.
  • In addition, I have passed my level three senior customer service advisor apprenticeship with the London institute of banking and finance.
  • Built successful and profitable relationships with customers through proactive outreach and follow-up.
  • Proactively engaged customers in conversations and asked questions to learn about their financial needs.
  • Used excellent upselling skills to cross-sells bank services and products to customers.
  • Informed customers of self-service digital options to enhance loyalty and customer satisfaction.
  • Managed customer accounts, including opening, closing and overseeing all large transactions.
  • Consulted with clients using preferred channels, maintaining customer satisfaction.
  • Adhered to industry regulations and legislation, staying updated on potential changes.
  • In addition, to running/ managing my own pop up branch for the local Crosby community. This pop-up branch ran course over eighteen months through the covid period to assist with the elderly & vulnerable.

DOMINOS
08.2017 - 08.2018
  • Operated pizza oven to cook fresh meals for guests, maintaining strict adherence to safety procedures throughout.
  • Completed stock control and ingredient replenishment within five-to-ten-minute timeframe.
  • Created exceptionally presented pizzas, exceeding meal-per-timeframe goals by three minutes.
  • Efficiently cleaned and disinfected all cooking surface areas before, during and after shifts, consistently maintaining exceptional hygiene standards.
  • Prepared meals for both dine-in and takeaway experiences, ensuring uniformity and safe temperatures prior to service.
  • Operated the till accurately at all times.
  • Kept up to date knowledge of changes in the menu and special offers to provide relevant information to customers.
  • Managed store and kitchen equipment and reported faults or losses to store manager.
  • Replenished low-level stock promptly to ensure an efficient and seamless service was provided.

SALES ASSISTANT TASKERS ANGLING
Liverpool, MERSEYSIDE
06.2016 - 09.2016
  • Demonstrated outstanding product knowledge to achieve high customer satisfaction levels.
  • Managed complaints with calm, clear communication and problem-solving.
  • Trained and mentored employees to maximize team performance.
  • Gave excellent advice to maintain consistently high sales.
  • Adapted sales approach based on customer needs.
  • Employed effective sales and upselling techniques to increase average sale amount.
  • Promoted sales and special offers for discounts and merchandise options.
  • Received, processed and organized deliveries within tight deadlines.
  • Liaised with customers to determine needs and provide recommendations.
  • Performed closing duties such as cleaning windows and floors, securing shop premises and cashing-up tills.
  • Showcased product features and benefits to drive sales.

Education

Diploma of Higher Education - Investment operations

Chartered instutite for securities & investments
Liverpool
04.2024 - 08.2025

A-Levels - Biology

Liverpool Community College

Diploma of Higher Education - Science

Hugh Baird College

GCSEs - undefined

Maghull high School

Hobbies and Interests

Football - Football is something I have been passionate about since I was 5 years old. I am a part of a Sunday league local football team playing as Goalkeeper, as well as taking part in works football group., Fishing - I have enjoyed fishing for well over 10 years now, as it allows myself to disconnect from the busy world, we all live in. I like to surround myself in nature for peaceful and tranquility plus the social aspect too., Reading/self-education - In the last year I have recently taken up reading on the subject of financial literacy & mindset. I thoroughly enjoy reading and learning new skills as it’s a desire to make myself a better person plus to improve knowledge., Reselling shoes- In 2020 I launched the start of my new side business called DM_Sole, which involves sourcing & reselling the latest and rare sneakers and pieces of clothing. While also educating consumers around the upcoming latest trainers. In addition, to having a strong social media account with over one thousand five hundred loyal customers following the business.

Timeline

Diploma of Higher Education - Investment operations

Chartered instutite for securities & investments
04.2024 - 08.2025

Operations executive

Evelyn Partners
09.2023 - Current

Mobile Money Confidence Expert Dominic McGee
09.2018 - 04.2023

DOMINOS
08.2017 - 08.2018

SALES ASSISTANT TASKERS ANGLING
06.2016 - 09.2016

Diploma of Higher Education - Science

Hugh Baird College

GCSEs - undefined

Maghull high School

A-Levels - Biology

Liverpool Community College

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