Andrew Cheong
Summary
Knowledgeable and Goal-driven banking professional with strong background in banking, delivering tailored financial solutions to clients. Known for building lasting client relationships and providing strategic banking advice. Demonstrated expertise in managing complex portfolios and leveraging financial products to meet client needs.
Highly proficient in financial analysis of complex entity structures.
Overview
6
6
years of professional experience
Work History
Premier Banker - Broker
National Australia Bank
12.2023 - Current
- Worked closely with credit officers to process loan applications efficiently, resulting in quicker approvals for clients.
- Maximized cross-selling opportunities by identifying client needs and offering relevant products or services accordingly.
- Improved client satisfaction by delivering personalized financial solutions and exceptional customer service.
- Increased referrals from satisfied customers, resulting in new business and revenue growth.
- Educated customers on features and benefits of banking products and services.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Complex Lending Solutions Associate N&I- Business Banking
National Australia Bank
03.2022 - 12.2023
- Create and prepare, or assist in the creation and preparation, of complex lending submissions for high value business customers
- Performed credit analysis, financial modelling and interpretation of customers financial information to determine servicing capability of various types of complex income structures
- Delivering a superior customer experience by managing the end to end lending process, maintaining accountability and engaging the necessary internal/external contacts
- Contributing to, and actively participating in, team meetings, continuous improvement practices and sharing of skills and knowledge
- Proactively work with Business Banking Managers, Home lending bankers and other stakeholders to deliver a quality business/home lending experience
- Ensuring compliance with bank's policies and procedures.
Customer Lending Solutions Renewals - Business Banking
National Australia Bank
09.2020 - 03.2022
- Collaborated with Business Bankers to review and ensure compliance of complex business groups with renewal policies and guidelines
- Contribute to, and actively participate in, team meetings, continuous improvement practices and sharing of skills and knowledge
- Supported bankers with portfolio management activities
Business Services - Tax Accountant
BG Pty Ltd
08.2019 - 09.2020
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
Education
Career Qualified in Banking -
FINSIA
09.2021
AFSL Tier 2 Accreditation -
Kaplan
01.2020
Bachelor of Commerce - Accounting and Finance
Monash University
01.2017
Skills
- Relationship management
- Loan origination
- Cross-selling products
- Banking regulations
Timeline
Premier Banker - Broker
National Australia Bank
12.2023 - Current
Complex Lending Solutions Associate N&I- Business Banking
National Australia Bank
03.2022 - 12.2023
Customer Lending Solutions Renewals - Business Banking
National Australia Bank
09.2020 - 03.2022
Business Services - Tax Accountant
BG Pty Ltd
08.2019 - 09.2020
Bachelor of Commerce - Accounting and Finance
Monash University
Career Qualified in Banking -
FINSIA
AFSL Tier 2 Accreditation -
Kaplan
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