Summar Sargent
Summary
Energetic, highly organized, and committed professional with diverse experience in challenging roles, particularly in hospitality and retail banking. Accomplished team leader with strong technical skills in advanced MS Office and exceptional interpersonal skills. Demonstrates a track record of achieving results within tight deadlines. Quick learner with excellent presentation and coaching skills, constantly striving for excellence and improvement. Works competently in a team environment as well as independently.
Overview
2024
2024
years of professional experience
Work History
Hotel Owner
CocknBull Boutique Hotel
11.2011 - 12.2023
- Established a strong reputation for exceptional customer service, leading to repeat bookings and referrals.
- Increased hotel occupancy rates by implementing targeted marketing strategies and collaborating with local businesses.
- Oversaw financial management of the hotel, including budget planning, expense tracking, and revenue analysis.
- Oversaw day-to-day operations of 5 room boutique hotel as well as 3 holiday homes with staff of 2 employees.
- Solicited and reviewed guest feedback and promptly resolved complaints.
- Created a welcoming atmosphere for guests by overseeing interior design projects that highlighted the unique character of the hotel property.
- Fostered a positive work environment by promoting open communication, teamwork and recognition of employee achievements.
Team Leader – New Business & Administration for First Active
Ulster Bank Ireland Limited
01.2006 - 01.2009
- Led a team of 8 staff providing New Business and Administration services across the range of Financial Planning products for First Active
- Exceeded support expectations as measured through rigorous feedback from senior Heads of Departments
- Provided a quality service for all customers with regard to life investment and pension products and remained compliant with regulatory and legislative requirements and in accordance with all procedures
- Maintained procedures and audited internal files to ensure best practice
- Ensured Escalation Reporting Procedures were completed
- Promoted 2006-2009
Team Leader – Deposit Tracker Bond Administration
Ulster Bank Ireland Limited
2005 - 2006
- Managed a team of 4 providing New Business and Administration services for approx. 30,000 customers for Deposit Tracker accounts in both Northern Ireland and the Republic of Ireland
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Opened maturity accounts and allocated funds for 700 customers per bond and corresponded with all customers regarding funds
- Provided instructions to Dealing Room to book investments
- Reconciled daily lodgements of ~€600,000
- Provided annual updates on bond performance
- Administered deceased accounts and early encashment/surrenders
- Promoted 2005–2006
Loan Protector Administrator
Ulster Bank Ireland Limited
01.2003 - 01.2005
Education
Qualified Financial Advisor -
The Institute of Bankers
Dublin01.2006
Diploma - Illustrative Photography
Photography Studies College
Melbourne, VIC01.1997
VCE -
Kilbreda College
Mentone, VICSkills
- Customer service
- Strong oral and written communication
- Effective leadership
- Teamwork and collaboration
- Problem-solving
- Attention to detail
- Work planning and prioritisation
- Front office operations
Timeline
Hotel Owner
CocknBull Boutique Hotel
11.2011 - 12.2023
Team Leader – New Business & Administration for First Active
Ulster Bank Ireland Limited
01.2006 - 01.2009
Loan Protector Administrator
Ulster Bank Ireland Limited
01.2003 - 01.2005
Team Leader – Deposit Tracker Bond Administration
Ulster Bank Ireland Limited
2005 - 2006
Qualified Financial Advisor -
The Institute of Bankers
Diploma - Illustrative Photography
Photography Studies College
VCE -
Kilbreda College
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