Belinda Carroll
Wagga Wagga,NSW
Summary
Dynamic Personal Banking Associate with Westpac Group, skilled in client retention strategies and relationship management. Proven ability to enhance branch operations and streamline processes, resulting in improved efficiency. Adept at educating clients on financial products while maintaining a professional demeanor under pressure. Committed to delivering exceptional customer service and fostering team collaboration.
Overview
19
19
years of professional experience
Work History
Personal Banking Associate
Westpac Group
08.2010 - Current
- Participated actively in staff training programs designed not only for personal professional development but also for enhancing overall team performance levels.
- Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
- Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
- Handled sensitive customer inquiries with discretion and professionalism, maintaining strict adherence to privacy regulations.
- Maintained up-to-date knowledge of industry trends, enabling the provision of informed guidance on market developments affecting client portfolios.
- Supported colleagues during peak periods as needed, fostering a positive team environment conducive to achieving shared goals.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Increased client retention through exceptional relationship-building and proactive problem-solving skills.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
Customer Service Representative
Commonwealth Bank
05.2006 - 04.2010
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Education
Higher School Certificate -
Trinity Senior High School
Wagga Wagga, NSWSkills
- Branch operations
- Cash handling accuracy
- Credit analysis
- Anti-money laundering
- Client retention strategies
- Loan processing
- Financial product sales
- Transaction processing
- Digital banking platforms
- Customer service
- Team collaboration
- Creative thinking
- Verbal and written communication
- Money handling
- Customer Service-oriented
- Self-motivated nature
- Documentation skills
- Follow-up skills
- Reviewing documents
- Professional demeanor
- Building customized solutions
- Account servicing
- Account updating
- Customer education
- Due diligence
- Relationship management
- Meeting sales goals
- Risk management policies
- Staff training
- Educating clients
- Employee motivation
- Account openings
Timeline
Personal Banking Associate
Westpac Group
08.2010 - Current
Customer Service Representative
Commonwealth Bank
05.2006 - 04.2010
Higher School Certificate -
Trinity Senior High School
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