Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Chathura Jay

Summary

Well-qualified and results-oriented Banking Professional with 6 plus years of successful experience in positions of increasing responsibility and duties. Top-performer with track record of consistently meeting or exceeding sales goals and customer expectations. Skilled at educating customers on banking products and recommending best options that meet their financial needs. Team player with high level of leadership, communication and digital skills.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Senior Banking Consultant

ANZ Bank
12.2020 - Current


  • Meeting the needs of current and potential customers, while achieving a significant uplift in customer engagement and financial well-being.
  • Uplift customer and branch adoption and capability in the use of digital tools.
  • Coaching customers to increase financial well-being and use of digital self-service tools.
  • Contributing to overall branch profitability by seeking to outperform against targets and actively seek opportunities to make appropriate customer referrals to accredited specialist staff.
  • Acting as a senior referral point for other staff for more complex customer needs and provide support for the Branch Manager in addressing any business, operational or people issues on a day-to-day basis.
  • Developing and supporting others to increase lending and core banking capability and creating exceptional customer experiences.
  • Take responsibility for delivering strategic initiatives and leading through change.

Relief Branch Manager

ANZ
01.2024 - 01.2024


  • Supported the staff in ensuring smooth operations within the branch.
  • Conducted comprehensive checks of all branch operations and compliance protocols to ensure readiness for an audit.
  • Facilitated training sessions with the staff to identify and address knowledge gaps, providing assistance as needed.

Relief Branch Manager

ANZ
07.2023 - 08.2023
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Assessed employee performance and developed improvement plans.
  • Coached and mentored staff to improve job performance, resulting in higher productivity.
  • provided coaching and conducted ongoing follow-ups with the leads champions to enhance both the acceptance rate and the quality of leads generated through calls.
  • conducted training sessions for staff members to effectively promote ANZ Plus, thereby boosting sales.

Banking Consultant

ANZ Bank
05.2017 - 12.2020
  • Contacted prospective clients to generate new loans, deposits and business to achieve ANZ sales goals.
  • Coordinated with various divisions and departments in servicing of routine banking transactions.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Provided advice on different bank products and financial options.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Supervised branch operations on the weekends and made continuous improvements in each area.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Opened, closed and updated accounts for customers.

Retail Manager

McDonald's
06.2011 - 02.2017
  • Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
  • Controlled store inventory and reviewed cash handling and operations reports.
  • Trained and developed new employees for ease of transition into team.
  • Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
  • Completed daily paperwork and computer entry of sales data as established by management.

Education

Retail Leadership Learning Program

ANZ
06.2024

Bachelor of Commerce - Accounting And Financial Planning

Deakin University
Melbourne, VIC
10.2012

Diploma of Business - Management And Marketing

Edith Cowan University
Perth, WA
02.2010

Certificate in Business Accounting - Management Accounting

Chartered Institute of Management Accountants
Colombo, Sri Lanka
02.2009

Skills

  • Consumer banking specialist
  • Digital banking products and services
  • Relationship Building
  • Loan Processing
  • Sales Support
  • Attention to Detail
  • Decision Making
  • Critical Thinking
  • Microsoft Office
  • Service-Oriented
  • Willing to Learn

Accomplishments


  • Successfully managed two branches in the district for a period of 7 weeks as a relief manager.
  • Successfully managed Weekend Branch Operations.
  • Recognized multiple times for exceptional customer service for achieving a net promoter score of 95% + and Digital engagement score of 90% +
  • Recognized for constantly exceeding Weekly referral and A-Z Review goal by uncovering customer needs beyond the immediate transaction.
  • Promoted to the role a Personal Banker within three months of commencement as a Bank Teller.
  • At McDonald's, Promoted to the role of Crew Trainer within five months of commencement, and to the role of Manager one month later

Certification


  • Lending, Our Customers and Me- ANZ (LOCAM-Home Lending)
  • Responsible Lending at ANZ


Timeline

Relief Branch Manager

ANZ
01.2024 - 01.2024

Relief Branch Manager

ANZ
07.2023 - 08.2023

Senior Banking Consultant

ANZ Bank
12.2020 - Current

Banking Consultant

ANZ Bank
05.2017 - 12.2020

Retail Manager

McDonald's
06.2011 - 02.2017

Retail Leadership Learning Program

ANZ

Bachelor of Commerce - Accounting And Financial Planning

Deakin University

Diploma of Business - Management And Marketing

Edith Cowan University

Certificate in Business Accounting - Management Accounting

Chartered Institute of Management Accountants

Similar Profiles

CREATE PROFILE
Chathura Jay