Annette Sanmiquel

NAB

Sydney CBD, NSW

03.1995 - 10.2018

Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
Opened new checking, savings and lines of credit for customer accounts.
Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
Developed culture of success rewarding performance, productivity and sales results.
Made continuous business adjustments to improve branch operations.
Cultivated positive relationships with key stakeholders and decision-makers as part of successful business practices.
Advised customers on bank products, services and financial planning options.
Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Addressed inquiries from clients and relationship management department team members.
Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
Improved decision-making by using current data on market conditions and individual financial situations.
Promoted and supported strong relationships with local community organizations in surrounding area.
Implemented additional services to maintain exceptional client service ratings.
Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information.