Cassie Wei
Melbourne,VIC
Summary
Seasoned Account Manager with a robust background at Commonwealth Bank, showcasing expertise in account management and relationship building. Demonstrated ability to enhance customer satisfaction and retention through effective problem-solving and communication. Fluent in multiple languages, bringing over 5 years of banking experience and FSRA Tier2 Accreditation to drive significant client engagement and financial health improvements.
Overview
12
12
years of professional experience
Work History
Account Manager-CB150 Property
Commonwealth Bank Of Australia
MELBROUNE , VIC
10.2023 - Current
- Coordinated with stakeholders to ensure timely delivery of products and services to clients.
- Assist Relationship Executives Manage portfolio, ensuring high levels of customer satisfaction and retention.
- Presented product features and advantages to potential customers during sales meetings.
- Resolved client issues and complaints in a timely and effective manner, ensuring client satisfaction.
Customer Banking Specialist
Commonwealth Bank
Ringwood, VIC
11.2021 - Current
- Building personal connection with customer through meaningful conversations
- Educating and work with client using in-branch technologies
- Conducting Financial Health Checks- tailor recommendations helping client to build a healthier banking status
- Offered every customer exceptional service levels by remaining friendly and professional during every enquiry.
- Perform interviews and process applications for personal loans credit cards
- Understanding complex business structures opeing profile for different business and trust. Gathering all the relevant documents for on-boarding business banking clients
- Proactively call customers to build rapport and invite them into branch for appointment with specialists
- Performing maintenance for Home loan customers including Pricing, switching and splitting
- Assist client with contract signing off
Customer Service Representative
Commonwealth Bank
Clayton, VIC
11.2019 - 01.2021
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Maintained confidentiality of bank records and client information.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Directed specific questions to appropriate branch personnel.
- Performed transactional, operational and customer support tasks through knowledge of bank procedures and products.
Assistant Accountant
Links Projects
Boxhill, Victoria
05.2019 - 11.2019
- Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Prepared financial reports by collecting, analyzing and summarizing account information and trends.
- Entered deposits, credit card charges and sales entries to facilitate cash management.
2nd In Charge
SELENE'S CHOCLATE
BOXHILL, VIC
04.2016 - 06.2019
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Prepared and served coffee, espresso drinks, blended coffees and teas.
- Maintained calm demeanor during high-volume periods and special events.
- Maintained clean and organized workspace, enabling coworkers to locate resources and product.
- Described menu items to customers and suggested products based on stated preferences.
- Stocked customer service stations with paper products or beverage preparation items.
- Greeted and communicated with customers to take beverage orders and offer recommendations based on taste preferences.
- Entered time and attendance logs in preparation for payroll.
- Trained employees on additional job positions to maintain coverage of roles.
Team Member
Boost juice
Melbourne , VIC
03.2013 - 01.2015
- Developed positive customer relationships through friendly greeting and excellent service.
- Processed and retrieved customer special orders.
- Assisted newly hired team members by explaining company procedures and safety requirements.
Education
Bachelor of Business - Accounting And Finance
Monash University
Caulfield, VIC11-2017
High School Diploma -
Monash College
Melbourne12.2013
Skills
- Fluent in multiple languages
- Account management
- Relationship building
- FSRA Tier2 Accreditation(including deposit products and general insurance)
- Communication
- 5 Years Banking experience
- Teamwork and collaboration
- Time management skills
- Administrative support experience
Accomplishments
- Quality Communication- Having conversation and consistently creating OMs to lenders and business bankers
- Consistently maintained high customer satisfaction ratings.
- Recognized as Employee of the outstanding performance and team contributions.
Timeline
Account Manager-CB150 Property
Commonwealth Bank Of Australia
10.2023 - Current
Customer Banking Specialist
Commonwealth Bank
11.2021 - Current
Customer Service Representative
Commonwealth Bank
11.2019 - 01.2021
Assistant Accountant
Links Projects
05.2019 - 11.2019
2nd In Charge
SELENE'S CHOCLATE
04.2016 - 06.2019
Team Member
Boost juice
03.2013 - 01.2015
Bachelor of Business - Accounting And Finance
Monash University
High School Diploma -
Monash College
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