Brendon St Clair
Mudgeeraba,QLD
Summary
Dynamic and attentive Personal Banker specializing in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers. Adept at understanding and uncovering customer needs to recommend appropriate banking products.
Overview
10
10
years of professional experience
Work History
Personal Banking Advisor
Westpac Bank
2022.09 - Current
- Worked closely with management to strategise sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Presented new and additional products and services to existing customers.
- Verified customer identity and reviewed documentation for accuracy.
- Established and deepened existing client relationships through basic financial planning.
Bank Teller
Westpac Bank
2022.06 - 2022.09
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Reconciled cash drawer and resolved discrepancies.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
Cash Administrator
Kmart
2020.03 - 2022.06
- Investigated financial inconsistencies to solve discrepancies and reported to manager.
- Maintained petty cash records of debits and credits in accordance with established policies and procedures.
- Balanced safe, prepared tills and prepared register bags for next sales date.
- Trained new associates on POS system and key sales tactics to run cash office.
- Verified cash flow and electronic transactions from credit card system to balance registers.
- Prepared bank deposits and corporate cash shipments.
- Followed company policies, procedures and practices for accurate recordkeeping and loss prevention.
Customer Service Supervisor
Kmart
2020.03 - 2022.06
- Conducted training and mentored numerous team members to promote productivity, accuracy and commitment to friendly service.
- Conferred with sales teams and team leaders to communicate targets, boost revenue and improve promotional strategies.
- Exceeded team goals and collaborated with staff members to implement customer service initiatives.
- Coached team members to deliver hospitable, professional service while adhering to set service models.
- Coached employees through work tasks and complex problems on a regular basis
- Adapted customer service models in compliance with COVID safety protocols
Retail Assistant
Kmart
2014.10 - 2017.06
- Used POS system to process sales, returns, online orders, and gift card activations.
- Greeted customers, helped locate merchandise, and suggested suitable options.
- Stocked merchandise, clearly labelling items, and arranging according to size or colour.
- Replenished sales floor merchandise and organized shelves, racks, and bins for optimal appearance.
- Collaborated with team members to accomplish sales goals and improve overall store performance.
- Enhanced store appearance through diligent merchandising and regular upkeep of displays.
- Interacted with customers proactively, identifying needs and offering suitable product recommendations.
Education
Bachelor of Business And Enterprise - Majoring in Entrepreneurship And Innovation
Southern Cross University
Gold Coast, QLD10.2024
High School Diploma -
Banora Point High School
Banora Point, NSW10.2016
Skills
- Team Leadership
- Training and Development
- Expertise in Sales
- Team Building
- Complaint resolution
- Relationship Management
- Money handling abilities
- Marketing Knowledge
- Portfolio Assessment
- Financial Advisement
- Business Development
- Branch Operations
Hobbies
- Golf
- Brazilian Ji Jitsu
- Basketball
- Occasional Gardener
Timeline
Personal Banking Advisor
Westpac Bank
2022.09 - Current
Bank Teller
Westpac Bank
2022.06 - 2022.09
Cash Administrator
Kmart
2020.03 - 2022.06
Customer Service Supervisor
Kmart
2020.03 - 2022.06
Retail Assistant
Kmart
2014.10 - 2017.06
Bachelor of Business And Enterprise - Majoring in Entrepreneurship And Innovation
Southern Cross University
High School Diploma -
Banora Point High School
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