Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
Timeline
Generic

Aleksandar Pandilovski

Berala,Australia

Summary

Banking professional with 13 years of experience in sales and customer relations. Proven ability to thrive in high-pressure environments and deliver tailored solutions to meet customer needs. Exceptional relationship building skills, specializing in phone and face-to-face interactions. Committed to acting with integrity and pride in all matters.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Platinum Banker

ubank
Sydney, NSW
01.2021 - Current
  • Evaluated creditworthiness through thorough risk assessments
  • Collaborated with various departments to address customer requirements
  • Analyzed customer feedback surveys to pinpoint retention improvement areas
  • Conducted routine follow-up calls with customers to gauge product and service satisfaction.
  • Analyzed competitor activities to maintain competitive pricing.
  • Reviewed customer feedback regarding current pricing structures and made appropriate changes as needed.

Agile Sales and Home lending specialist

UBank
Sydney, NSW
01.2014 - 12.2020
  • Directed flow of Mortgage applications from initial lead to finalization
  • Collaborated with customers to develop favorable loan strategies
  • Ensure compliance with sales benchmarks by managing schedules
  • Ensured seamless integration between file flow and applications processes
  • Enhances customer satisfaction by utilizing strong internal partnerships
  • Maintain comprehensive knowledge of products, pricing, policies and procedures across the Group
  • Participated in process improvements resulting in faster loan service delivery
  • Led team in highest lead conversions over past 12 months
  • Participated in redesigning and implementing a streamlined suitability process
  • Demonstrated expertise in end-to-end mortgage processes
  • Facilitated sharing best practices among colleagues

Home Loan Sales Specialist

National Australia Bank
11.2011 - 01.2014
  • Responded to inbound client inquiries regarding financial products
  • Utilized Inspire Sales training to engage in meaningful discussions about customer needs
  • Achieved sales goals while maintaining quality standards
  • Engaged in discussions aimed at maximizing service quality for customers.
  • Consistently surpassed set KPIs and Quality Assurance standards
  • Using the inspire framework to identify additional opportunities to cross sell products and services
  • Created and executed sales strategies for customer growth

Client Service Officer

Commsec (Commonwealth bank)
11.2010 - 10.2011
  • Company Overview: Australian Equities
  • Educating clients on the mechanics of Our Cash Management product to increase usage and cash deposits
  • Activation and maintenance of Clients Debit MasterCard’s i.e
  • Including reissuing, blocking and cancelling, fraud investigation
  • Helping clients understand how to successfully and confidently use the Commsec trading platform in order to increase client confidence, usage and brokerage which in turn our clients have a more successful chance investing and trading
  • Educating clients on product offerings and cross selling when opportunities present themselves, products included and are not limited to Margin lending and gearing facilities, Exchange traded Options, CFD accounts, structured financial products, and Exchange traded funds International Stock broking accounts and IPO’s Initial Public Offerings
  • Manage the referral targets for each of my team members on a daily to weekly basis motivating my team to meet and exceed their referral targets
  • Australian Equities
  • Liaised with senior sales and product specialists to provide accurate product and sales which provided insight to drive future campaigns
  • Achieved and exceed referral targets and were regularly in the upper echelons of team competitions against several other services teams
  • As a Client service officer During my EOFY performance appraisal I attained exceeding expectations for both KPI’s and Quality and Customer service

Education

Business Diploma - Real Estate

Tafe N.S.W.
01.2006

Higher School Certificate -

Birrong Boys High School
01.2002

Some College (No Degree) - Pursuing studies

Kaplan
Sydney, NSW

Skills

  • Client Outreach
  • Banking Client Engagement
  • Cross-Promotion Strategies
  • Product Marketing
  • Retention Strategies
  • Product Knowledge
  • Regulatory Compliance
  • Customer Financing Solutions
  • Customer Relationship Management
  • Due diligence
  • Clear Written Correspondence
  • Effective Negotiator
  • Adaptability
  • Customer Relationship Management
  • High-volume operations
  • Document Evaluation
  • Residential Mortgage Lending

Affiliations

  • I enjoy exercising, going to the gym to stay in tune with my health and fitness
  • I like to travel and have visited numerous destinations over the last 19 years.
  • I stay in tune with a current affairs

Certification

  • I have a full unrestricted driving license with own vehicle

Languages

English
Professional
Macedonian
Limited

Timeline

Platinum Banker

ubank
01.2021 - Current

Agile Sales and Home lending specialist

UBank
01.2014 - 12.2020

Home Loan Sales Specialist

National Australia Bank
11.2011 - 01.2014

Client Service Officer

Commsec (Commonwealth bank)
11.2010 - 10.2011

Business Diploma - Real Estate

Tafe N.S.W.

Higher School Certificate -

Birrong Boys High School

Some College (No Degree) - Pursuing studies

Kaplan

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Aleksandar Pandilovski