Jackie Ewing is a qualified financial advisor and current Branch Manager at Bank of Ireland DCU. She has over 10 years of experience in banking, starting as a Customer Service Advisor and progressing to roles of increasing responsibility including Sales Manager and Business Advisor. As a Branch Manager, her key responsibilities include managing staff, driving branch profitability, building stakeholder relationships, and ensuring regulatory compliance. She has a proven track record of leadership, sales performance, and developing others.
1. Curriculum Vitae
Jackie Ewing
Jackie Ewing,
Jackie.ewing@boi.com
Profile
I am a Qualified Financial Advisor who is highly motivated, pro-active, positive and
results focused. I am a natural leader with excellent interpersonal and communication
skills. I have a proven passion of achieving goals and flexible attitude to work in new
environments with a passion to learn new skills.
Key Strengths:
• Relationship building and development
• Sales orientated with good business acumen
• Results focused – delivering through others
• Strong Leadership abilities
Employment History
April 2016 – Present Bank of Ireland DCU
Branch Manager
• Manage a Branch of Bank of Ireland
• Monitor and drive the Profitability of the Branch
• Lead, motivate and coach a team of staff
• Interview new entrants to Bank of Ireland and also existing staff for internal
positions
• Develop strong internal and community networks in the local area
• Build, maintain and develop relationships with key stakeholders
• Nurturing, encouraging, challenging and training staff
• Provide vision, leadership, regular communication and mentoring support to
team members to promote employee development and maximize team
performance
• Lead and manage organizational change in the Branch so employees foster and
implement change initiatives in line with Retail strategy
• Review and monitor regulatory and compliance frameworks to ensure the
business adheres to agreed Group standards and controls covering systems,
processes and procedures
• Ensure that the credit reputation of the business is protected and adequately
represented in order to secure ongoing support for key credit/risk initiatives
• Oversee the day-to-day management of the Branch to ensure delivery of
business objectives through most efficient means, including the promotion of
Channel Integration to optimize customer adoption of phone online and self-
service channels
2. November 2014 – April 2016 Bank of Ireland Blanchardstown
Sales Manager
• Provide professional advice to customers and contribute to overall branch
income
• Conduct performance 1/1’s weekly, ensuring high performers are stretched
through succession planning & address underperformers
• Consistently develop Support and Coach Frontline branch staff on an ongoing
basis to maximize number and quality of referrals
• Develop the team of advisors through effective sales meetings, coaching and
observations
• Provide ongoing support to Branch Manager & feedback on all areas of the
business
• Key stakeholder in the local community through development of schools &
BAW
• Organize Business development Events in conjunction with Branch Manager
• Management of the resourcing/people plan for branch jointly with Manager
• Naturally act up for Branch Manager in her absence
• Support Business Centre staff with their customer needs
• Training new entrants on all areas of our business
• Delivery the Junior Achievement, Learn to Earn Programme with 2nd
level
schools
December 2012 – November 2014 Bank of Ireland Intel
Business Advisor
• Manage the day to day running of the branch
• Manage 2 other staff members
• Business development for the branch
• Ensuring Bench marks where managed and met
• Training new staff
• Supporting Leixlip Branch
• Involved in Vista programme in which my team presented to John Keegan and
Liam Mclaughlin
• Organize internal promotions and events
May 2010 – Dec 2012
Customer Advisor/ Business Advisor
• Fully organized an ran the student Campaign for 2 years, including managing
the external staff that were hired to help
• Covered the Business Advisor Role fully for 4 months while the Business
advisor was out sick
• Progressed my knowledge of Mortgage Business and application process
• Was involved in Business development within the community and built
excellent relationships with Local Business’, credit union and the College.
3. • Was looked to as a senior member of staff, helping new entrants and trusted by
Branch Manager
March 2007 – May 2010
Customer Service/ Advisor
• Welcomed Customers
• Dealt with Complaints
• Involved in the sales process and referring sales
• Progressed my learning though taking customer meetings and dealing with
financial needs of customers
• Involved in school Visits
Third Level Education
2016 Professional Banker (Level 8) – Currently studying
2014 QFA, Institute of Bankers (Level 7)
2000 Diploma in Science, Health Studies (honors), CIT, Northern Ireland
Additional Training
Computer skills - Proficient in MS packages including Word, Excel, PowerPoint and
SharePoint.
Achievements
- Customer service official of the year 2008
- Chosen to participate in the VISTA Programme (Talent Progression
Programme) in which our team presented to John Keegan and Liam
McLaughlin (CEO of Retail)
- Shortlisted for Mortgage Advisor of the year 2014
- Chosen for BAYB Ambassador Programme