Daniel Mayall

• Identified potential areas for improvement within the organization''s Paraplanning process.
• Assisted in preparation of annual reviews for existing clients, fostering trust through transparency.
• Networked with local community and businesses to promote financial services.
• Performed audits of records and financial accounts.
• Monitored market performance regularly to provide insightful updates to both advisors and clients as needed.
• Maintained up-to-date knowledge of industry trends through continuous professional development activities.
• Modeled financial data for staff and customer use.
• Provided excellent customer service by addressing client inquiries promptly and accurately.
• Conducted comprehensive research on investment options, resulting in well-informed advice for clients.
• Supported advisors in conducting client meetings, ensuring a smooth flow of information and effective collaboration.

• Case manage end to end renegotiations for commercial Loans with managed and unmanaged customers
• Evaluate the credit worthiness of customer, reading a company’s financial statements and inputting data which will determine the serviceability of loans
• Track Data using Microsoft SharePoint and excel for potential improvements for the business
• Going through financial statements and inputting the relevant data to assess the customer’s eligibility to restructure their business loans
• Contributing to a large scale project using Agile Ways of Working.

• First point of contact for portfolio managed small business customers
• Identify, assist and resolve customer enquiries by providing appropriate business banking solutions and taking ownership to find resolutions for customers within the bank
• Providing superior customer service, creating customer advocacy through high quality task completion
• Assessing the eligibility and credit risk of small business customers for temporary overdrafts then submitting applications when deemed necessary
• Identifying sales opportunities and referring the customers to an appropriate business banker.

• First Point of contact - Taking inbound calls servicing existing merchant accounts
• Troubleshooting new and existing problems relating to EFTPOS machines, online gateways, ANZ payment systems
• Acting Senior – Reporting incidents, monitoring staff AHT, ACW and Hold Time
• Completing cross skilling in assisting Commercial Cards with servicing salary packaging customers
• Having discussions in length with merchants which include being able to identify opportunities to retain customers or offer more advantageous payment solutions
• Completing higher duties such as making outbound calls to customers with coverage issues, advising merchants of their successful change of ownership
• Taking escalations for ongoing issues ensuring customer satisfaction, ensuring ANZ Values are met.

• Maintaining client files and transactions through Xplan
• General administration, including writing letters, filing, posting and scanning
• Assisting with SMSF compliance requirements - creating and sending Record of Advices, Trustee Minutes, tracking pension payments and contributions
• Assisting with implementation of advice, setting up banking accounts, brokerage accounts and Fixed Term Deposits, providing clients with ongoing updates on how their investment strategies.

Initial Contact Team - First point of contact for Motor Claims

• Lodging motor claims, answering queries from simple to complex claims, total loss claims, Gap Insurance claims, processing payments, liaising with stakeholders and all relevant parties
• Providing general advice to clients of their scope of coverage and steps involved in motor claims processes
• Managing end to end claims with designated authority limit.