Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alshaad Ali

Melbourne,VIC

Summary

A knowledgeable and dedicated financial services professional, I have had the opportunity to gain exposure to multiple sectors within the industry and bring with me extensive experience.


I have a strong foundation of experience in banking products and services, superannuation, wealth management, foreign exchange and consumer lending.


Being a quick learner, I have been able to adapt and perform consistently within different sectors of the industry and have proven to work effectively within a team.


Numerous years of experience within customer service has allowed me to build strong relationship building skills and has helped me develop my career.


I am an Organized and dependable candidate that has been successful at managing multiple priorities with a positive attitude and mindset. I have the Willingness to continue to learn and take on added responsibilities to meet team goals.

Overview

5
5
years of professional experience

Work History

Member Service Consultant

UniSuper
06.2023 - Current
  • Superannuation consultant assisting with complex member enquires.
  • Assisted with all superannuation applications including financial hardship, investment switching, pension accounts, tax returns and ensuring all necessary documentation was collected and submitted accurately.
  • Monitored numerous channels such as Inbound, Live Chat and Email.

Direct Lending Advisor

NAB
01.2023 - 06.2023
  • Personal lending consultant assisting with all personal loan, credit card and overdraft applications in an inbound environment.
  • Mortgage assistance, servicing existing home loans and assisting customers with home lending inquiries.
  • Customer service representative for all general and complex banking inquiries.

FX Dealer

XE Money Transfer
06.2019 - 01.2023
  • Assisting consumer clients with trade execution by analyzing market trends and implementing effective trading strategies.
  • Account management for a portfolio of high net worth clients, providing timely market updates and executing trades on their behalf.
  • Assisting with the full onboarding process consisting of Forex sales, navigation through the online platform and ensuring all documentation meet AML/KYC standards.
  • Assisted in training new hires on trading platform functionality, risk management procedures, and company guidelines to ensure a seamless integration into the team.

Customer Service Representative

ANZ Bank
07.2018 - 06.2019
  • Assisted with all general banking enquiries in a contact centre environment.
  • Assisted with account opening and lending applications and sales of various banking products.
  • Resolved customer complaints and assisted with customer escalations.

Education

No Degree -

Kaplan RG146
Auckland, New Zealand
2019

Bachelor of Science - Sport Science

Auckland University of Technology
Auckland, New Zealand
07.2017

Skills

  • Strong customer service, with numerous years of experience in both an inbound and client facing environment
  • Fast learner and effective multitasking capabilities
  • Good Phone manner and relationship building skills
  • Reliable and Punctual
  • Experience in working towards KPIS and achieving targets
  • Team player
  • Tech Savvy
  • Time management and the ability to work under pressure

Timeline

Member Service Consultant

UniSuper
06.2023 - Current

Direct Lending Advisor

NAB
01.2023 - 06.2023

FX Dealer

XE Money Transfer
06.2019 - 01.2023

Customer Service Representative

ANZ Bank
07.2018 - 06.2019

No Degree -

Kaplan RG146

Bachelor of Science - Sport Science

Auckland University of Technology
Alshaad Ali