Summary
Overview
Work History
References
Timeline
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Caglar Samsa

Summary

Accomplished professional with a Bachelors degree in Commerce and a strong background in finance and banking, as well as in sales and customer service. Demonstrated success in exceeding targets, building strong customer relationships, managing a team and delivering exceptional customer service. Proactive team player with a proven leadership ethos. Excellent communication and negotiation skills with the ability to assess financial data, mitigate risk and provide strategic recommendations.

Overview

2
2
years of professional experience

Work History

Personal Banking Consultant/Fraud Detection Specialist

Suncorp Bank
10.2023 - Current
  • Provided exceptional customer service by assisting clients with their everyday banking needs including account management, transaction processing, and financial inquiries.
  • Monitored account activity to identify and address potential fraud or irregularities, ensuring customer and banking security.
  • Actively listened to customer feedback by managing complaints with empathy and professionalism, ensuring customer satisfaction and maintaining the integrity of Suncorp Bank.
  • Consistently achieved weekly KPIs including After Call Work (ACW), Average Handling Time (AHT) and Quality Assurance (QA).

Home Lending Specialist/Customer Retention Specialist

Commonwealth Bank
12.2022 - 10.2023
  • Analysed clients’ financial situations to recommend suitable mortgage options, ensuring alignment with their overall lending needs.
  • Ensured clients felt informed and empowered by addressing their questions about interest rates, repayment flexibility, and loan features.
  • Exceeded retention targets by consistently achieving positive outcomes in customer negotiations and issue resolution.
  • Demonstrated deep product knowledge to effectively explain the benefits and features of existing banking services, preventing refinancing and account closures.



References

Gurminder Jandu- Manager- Suncorp Bank       Elias Wardak- Lending Leader- Commonwealth Bank

0478 142 061                                                             0436 430 332

Gurminder.Jandu@suncorpbank.com.au                  Elias.wardak@cba.com.au


Parth Patel- Personal Banking Leader- Suncorp Bank

0478 929 134

Parth.Patel@suncorpbank.com.au

Timeline

Personal Banking Consultant/Fraud Detection Specialist

Suncorp Bank
10.2023 - Current

Home Lending Specialist/Customer Retention Specialist

Commonwealth Bank
12.2022 - 10.2023

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Caglar Samsa