CHAN LI (ANNIE)
Nunawading,VIC
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Excellent organizational, relationship building skill. Good sales and customer service abilities paired with in-depth knowledge of bank products. Good communication, multitasking and conflict resolution skills.
Overview
21
21
years of professional experience
Work History
Personal Banking Advisor
Westpac Dandenong Plaza Branch
11.2021 - Current
- Built strong relationships with current and prospective clients, identifying their financial needs and offering tailored advice; proactively contacted existing customers via phone or email
- Ensured compliance with operational, risk, security and audit procedures and policies
- Maintained a strong understanding of bank's policies, standards and procedures to ensure the security of bank and client assets
- Provide options for the customer through education & demonstration of in-branch technology and digital banking options. Simplifying their account management experience while reducing branch traffic.
- Assisted with both retail customers and business customers with setting up or closing accounts, completing loan applications, and signing up for new services
- Referring customers onto team of specialists when required, eg home loan referral and business team referral
- Accurately and efficiently processed 100+ cash transactions a day as a teller, ATM balancing & maintenances
- Top performer in sales due to consistent delivery of quality advisory services. Increased customer satisfaction by providing personalized banking solutions and product recommendations.
Shop Owner
Jolimont Convenience Store
01.2009 - 01.2020
- Cash Register Sales, EFT reconciliation
- Bookkeeping daily transactions using MYOB; transaction entries for Sales/Purchase/Payroll account; prepare quarterly finance report
- Ensuring high level of customer satisfaction through excellent service
- Maintain outstanding store condition and visual merchandising standards
- Creating business strategies to raise customers' pool, expand store traffic and optimize profitability
- Stock management, communicating with wholesalers & suppliers (Campbells, CocaCola etc) to workout promotions
- Managing operations including forecasting, inventory control, purchasing and quality insurance
- Training new staff in all aspects of customer service, dealing with all issues that arising from staff or customers
- Motivating, mentoring and provide feedback to staff
Finance Officer
Visamaster Immigration & Education Centre
07.2016 - 07.2019
- Processing daily office invoices; completes payments and controls expenses by receiving, processing, verifying and reconciling invoices; monitoring accounts to ensure payments are up to date
- Reconciliation of bank accounts, clearing accounts and journals completed monthly
- Assisted with month end closing, maintain accurate historical record
- Flag and clarify subagent commission invoices, verifying the commission rate and prepare for payment schedule
- Verifying and issuing commission invoices to head agent; updating head agent receivable commissions by total unpaid invoices
- Follow up on, collect and allocate payments; monitoring customer account details for non-payments, delayed payments and other irregularities
Accounting Assistant
Dream Overseas Co. Ltd / Layas Melbourne
04.2007 - 08.2008
- Bank Reconciliation, EFT remittance and Daily Banking
- Processing daily office invoices, verifying and record in the system
- Maintain accounts receivable customer files and records
- Follow established procedures for processing receipts, cash
- Preparing commission invoices to universities
- Verifying and process subagents' invoices
- Verifying homestay invoices, preparing electric payment transfer
- Assisting with Monthly Financial Report, providing accurate accounts information for audit
- Bookkeeping using MYOB
- Processing Staff Payroll, verifying staff timesheets and prepare payment
- Student Database Management
- Daily Administration (Printing, Faxing, Emailing)
- Dealing with Outsiders' Enquiries, communicating with customers via phone, email or personally
Marketing Assistant
TCL Computer Technology Co.,Ltd.
07.2003 - 07.2004
- Planning and Implementing Sales Promotion
- Salesperson and Representative Training
- Steward-shop Management
- Developing marketing Plan for the new product
- Designed a new training strategy for the sales force-Four Levels Training System
- Shaped the steward-shop management structure, compiled the handbook of TCL steward-shop management
- Implemented two new products marketing plans-Game PC (Pirate) & RuiXiang A Series
- Participated in a number of committees and workgroups examining best business practices, marketing plans and sales promotion
Education
Master of Accounting -
Central Queensland University
Melbourne, VIC12.2005
Bachelor of Economics -
Northwestern Polytechnical University (China)
XI'AN, China07.2003
Skills
- Ability To Multitask
- Self-Motivated
- Customer Service-Oriented
- Fast Learner
- Excellent Communication Skills
- Meeting Sales Goals
- Due Diligence
- Teamwork
- Attention To Details
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Professional Working
References
- Mrs. Prafulla Arun, Branch Manager, Westpac Dandenong Plaza, parun@westpac.com.au, 0466 771 165
- Mr. Vikram Desai, Home Finance Manager, Westpac Dandenong Plaza, Vikram.desai@westpac.com.au, 0466 506 175
Timeline
Personal Banking Advisor
Westpac Dandenong Plaza Branch
11.2021 - Current
Finance Officer
Visamaster Immigration & Education Centre
07.2016 - 07.2019
Shop Owner
Jolimont Convenience Store
01.2009 - 01.2020
Accounting Assistant
Dream Overseas Co. Ltd / Layas Melbourne
04.2007 - 08.2008
Marketing Assistant
TCL Computer Technology Co.,Ltd.
07.2003 - 07.2004
Master of Accounting -
Central Queensland University
Bachelor of Economics -
Northwestern Polytechnical University (China)
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