Zara Geoghegan
Senior Relationship Manager
Barnburgh,Doncaster
Summary
An enthusiastic pro-active friendly individual who is keen, conscientious, hard working and reliable person. Good timekeeper and enjoy meeting people. Communicates confidently and effectively at all levels and uses initiative to meet the highest standards. Always striving to go the extra mile in order to achieve the set goal. Seeking new challenges and additional responsibility to progress a career. Also, able to adapt to any environment and would like to use my skills to contribute positively to any work situation.
Overview
18
18
years of professional experience
5
5
years of post-secondary education
Work history
Seconded Senior Relationship Manager
Lombard
04.2023 - Current
- Upskilled staff through targeted training opportunities, enhancing team capabilities.
- Addressed customer issues with compassion and professionalism, ensuring swift, successful resolution.
- Conducted audits and risk assessments to achieve regulatory compliance.
- Acted as point of contact for high-level queries and represented team at senior leadership meetings.
- Designed long-term business strategy to guide leadership decision-making.
- Assessed knowledge and skills gaps, creating opportunities to fuel improvement.
- Introduced new opportunities for team building and communication, resulting in better team performance.
- Created and implemented best practice policies and processes to aid operational performance.
- Liaised with managers and staff to identify additional coaching and training needs.
- Expanded development schemes to enable increased learning possibilities.
- Understood individual learning needs to enhance knowledge retention and performance.
- Assisted quality manager with ongoing development of training programmes to increase learning and success.
- Developed and sustained strong working relationships with learners and colleagues.
- Provided both verbal and written feedback to enhance quality of learning.
- Tailored training plans to individuals strengths and weaknesses to maximise results.
- Monitored individuals' development progress and identified learning gaps and opportunities.
- Delivered training in classroom environment and on one-to-one basis.
- Developed in-house training programmes and materials to upskill employees.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Relationship Manager
Lombard RBS
10.2015 - 04.2023
- This role was customer focused finance solutions, for transactional car and van assets (autos) and originate new business opportunities to fund autos at a regional level through effective relationship management
- Build and maintain internal relationships to generate incremental new business opportunities across Business Banking grow & retain existing, customer relationships to support the development of your allocated territory auto's portfolio In conjunction with centralised retention activities, I ensure that existing active relationships are led to customer referrals and repeat business – working closely and providing training packs on processes and products to the NatWest wider Team in commercial Banking sector
- Being customer obsessive by exceeding their expectations through quality and timeliness of service and providing them with an excellent customer experience
- Achieve and maintain a high level of customer satisfaction by providing solutions that meets your customer's needs and treating them fairly by developing and sustaining a culture where fair outcomes are consistently delivered and TCF is at the heart of all decisions
- Where complaints are received and/or errors found I ensure that these are promptly resolved in line with group policy and seek feedback from customers and following customer reviews and act on this
- Work together with and maintain internal relationships to generate incremental new business opportunities across Business Banking and maintain effective working relationships with Lombard Vehicle Solutions, Lombard Telephony Sales & my dedicated sales support teams I contribute and support team initiatives across both teams – an active team player
Personal Banker
Santander UK PLC
05.2010 - 10.2015
- Within my current role I worked as a personal banker, I worked in a fast passed busy town centre branch dealing with all different customers from all walks of life
- My main role was to ensure the company's objectives and commercial targets are met through delivering excellent customer service which naturally results in the sales required
- To bank and savings accounts, to sell loans, credit cards and to look at home insurance opportunities
- To also have an understanding of the mortgage market to pass on referrals to my mortgage advisor
- I was responsible for my own diary management ensuring I had the correct number of potential customers within this who I can help to make or save them money, whether that's picking up the phone to invite them to the branch to see me or actively seek customers within the branch by engaging in conversations resulting in future appointments
- It's was also extremely important to me to look after my existing customers, calling them from time to time to ensure everything is satisfactory, in turn this always returns in repeat business as they always ask to see me or i have that type of relationship then to be able to call them if I feel we have something that may be of interest
- A key part in my role at the time was to really get to know my customer find out what's important to them, what they expect, what they require so I can tailor products/services to meet their needs
- The role also required me to also help with the day to day running of the branch, dealing with customer complaints, concerns and queries
- My product knowledge has to be outstanding to deal with these situations affectively.
Customer Account Manager
Blackhorse Personal Finance
06.2008 - 04.2010
- Use negotiating skills with customers in order to maximise sales opportunities and build long term customer relationships
- Underwrite and assess loan applications in accordance with personal mandate and company policies and procedures
- Ensure all documents comply with company and legal requirements, including the Data Protection Act
- Work co-operatively with other team members and other functions to achieve corporate goals and targets
- Handle incoming loan enquiries, input loan proposals and complete credit investigations accordingly.
Financial Underwriter
Norton Finance
09.2006 - 06.2008
- Maximise new business opportunities through established quality customer relationships
- Achieve targets set for new business in line with the finance centre business plans
- Sell payment protection and additional insurance products, in line with the branch business plans
- Complete credit investigations and checking sales opportunities
- Handle incoming calls and e-mails from customers/brokers on complaints, sales and general enquiries
- Process applications from 1st initial call to completion date.
Education
GCSEs -
Pope Pius X Catholic Secondary School
09.1995 - 07.2000
Skills
- Excellent Organisation Skills
- High level of Customer Service Skills
- Ability to meet and exceed set standards
- Performance to set guidelines and targets
- Commercial knowledge
- Business development
- Process improvement
- Coaching and mentoring
- Confident communicator
- Team building
Personal Information
- Date of birth: 10/12/83
- Nationality: British
Custom
Available on request
Work availability
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
morning
afternoon
evening
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Timeline
Seconded Senior Relationship Manager
Lombard
04.2023 - Current
Relationship Manager
Lombard RBS
10.2015 - 04.2023
Personal Banker
Santander UK PLC
05.2010 - 10.2015
Customer Account Manager
Blackhorse Personal Finance
06.2008 - 04.2010
Financial Underwriter
Norton Finance
09.2006 - 06.2008
GCSEs -
Pope Pius X Catholic Secondary School
09.1995 - 07.2000
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