Anthony Cerchiara
Niddrie
Summary
Versatile Banking professional successful at cross-selling bank products and services. Hardworking and outgoing team member skilled in home loan writing and cash handling processes. Capable Mobile Banker with outstanding background in customer service, sales and banking. Addresses all questions and concerns with customer satisfaction in mind.
Overview
13
13
years of professional experience
Work History
Director
Golden Goose Finance
04.2024 - Current
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.
- Responded via telephone and email to questions regarding licensing, commissions, website logins and website navigation.
Director
Pride Financial Group
01.2022 - 04.2024
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.
- Responded via telephone and email to questions regarding licensing, commissions, website logins and website navigation.
Mobile Banker
NAB
10.2017 - 01.2022
- Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
- Learned about customer's financial needs, established trust and optimised sales opportunities resulting in quality customer service.
- Completed loan applications from start to finish with customer, whilst guiding them through the home loan journey
- Acting within the laws of credit policy to ensure all loan applications are compliant
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Working within the customers convenience by having flexible working hours and flexible locations
- Customer excellence award (Retail VIC/TAS) 2019
Banking Advisor
NAB
01.2016 - 10.2017
- Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
- Learned about customer's financial needs, established trust and optimised sales opportunities resulting in quality customer service.
- Completed loan applications from start to finish with customer, whilst guiding them through the home loan journey
- Acting within the laws of credit policy to ensure all loan applications are compliant
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Outbound Home Loan Retention
NAB
10.2014 - 01.2016
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Delivered exceptional level of service to each customer by listening to concerns and answering questions.
- Maintained energy and enthusiasm in fast-paced environment.
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
- Conducted research, gathered information from multiple sources and presented results.
Customer Advisor
NAB
02.2012 - 10.2014
- Navigated extensive company knowledge base to obtain appropriate solutions for customer service issues.
- Resolved customer issues to enable mutually beneficial outcomes and encourage continued cooperation.
- Researched and resolved account and service problems with friendly, knowledgeable support.
- Answered customer service inquiries via telephone, email and chat platform to address customer needs and promote optimum outcomes.
- Engaged in consultative sales, cross-selling and up-selling activities to align customer needs with business offerings.
Education
St Bernards College
Essendon WestSkills
- Service-Oriented
- Prioritizing and Planning
- Willing to Learn
- Sales Support
- Adaptable to Changing Conditions
- Proactive and Focused
- Business Relationship Management
- Customer Service
- Risk Assessment
Timeline
Director
Golden Goose Finance
04.2024 - Current
Director
Pride Financial Group
01.2022 - 04.2024
Mobile Banker
NAB
10.2017 - 01.2022
Banking Advisor
NAB
01.2016 - 10.2017
Outbound Home Loan Retention
NAB
10.2014 - 01.2016
Customer Advisor
NAB
02.2012 - 10.2014
St Bernards College
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