Daniel Mcmurchie
Reservoir,VIC
Summary
Organized and motivated employee, eager to apply time management and organizational skills in various environments. Seeking opportunities to expand on skills while facilitating company growth. Knowledgeable Senior Business Banker with over 6 years of customer service experience. Organized with natural relationship-building and leadership talents.
Overview
16
16
years of professional experience
Work History
Senior Customer Liaison Officer
CSV (Cladding Safety Victoria)
Melbourne , Victoria
08.2022 - Current
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Planned and completed group projects, working smoothly with others.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Approached clients and engaged in conversation through use of effective interpersonal and people skills.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Motivated and encouraged team members to communicate more openly and constructively with each other.
- Coordinated with stakeholders to ensure all expectations were met during the facilitation process.
- Facilitated group discussions and activities to ensure successful outcomes.
- Provided feedback on team performance, identifying areas for improvement.
- Created a safe environment for participants to express their opinions without fear of judgement or criticism.
- Organized materials and resources required for each session in advance.
- Monitored progress throughout the course ensuring objectives were being achieved.
- Maintained records of attendance, participation, and other relevant information.
- Provided timely follow-up after each session with participants, stakeholders, and other parties involved.
Senior Small Business Banker
Commonwealth Bank
Melbourne , Victoria
10.2021 - 07.2022
- Collaborated with team members to turn service inquiries into sales opportunities.
- Resolved customer inquiries to achieve high standard of service.
- Enhanced relationships by providing excellent service to small business customers.
- Responded to customer complaints with professionalism and offered suitable solutions or requested assistance of supervisor.
- Developed and maintained relationships with customers while generating sales opportunities for financial products.
- Offered financial guidance to assist short-term and long-term planning.
- Maintained current knowledge of bank offerings for business clients.
- Participated in meetings with potential customers and presented small business solutions.
- Cultivated relationships with key stakeholders and decision-makers as part of successful business practices.
- Attended continuing education seminars to stay updated on current small business laws and regulations.
- Informed customers about new products and lending solutions.
- Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
- Managed training calendars to inform participants of upcoming training session topics and dates.
- Prepared custom training course materials and presentations for Branch training.
Broker Support /Credit Specialist
MMSG
Melbourne , Victoria
08.2016 - 10.2021
- Frequently reviewed and checked credit limit appropriateness for customers.
- Identified valuable solutions for customers with credit problems.
- Communicated with applicants' former employers and references to confirm employment history and other required information.
- Collected debt information about clients by contacting banks, credit services and credit bureaus to determine ability to meet financial obligations.
- Thoroughly trained across 30 lenders, providing in-depth knowledge of credit processes and anticipated job responsibilities.
- Assisted department by taking on additional platform support jobs to fill in for development team on multiple occasions.
- Provided customer credit information to official representatives from banks and other financial institutions.
- Verified current and historical residences, property ownership and various types of debt by accessing public records and directories.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Demonstrated self-reliance by meeting and exceeding workflow needs.
- Demonstrated leadership by making improvements to work processes and helping to train others.
- Determined credit approval based on financial standing, credit records and payment history.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Analyzed customer complaints and service trends to identify and correct systematic issues.
- Resolved customer complaints via phone, email or social media.
Personal Banker (Call Centre)
ANZ (NZ)
Wellington , New Zealand
01.2015 - 07.2016
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Promoted diverse array of financial products by continuously acquiring new industry knowledge.
- Processed transactions, including money transfers, deposits and withdrawals.
- Profiled customers effectively to identify needs and match bank products.
- Supported current and prospective customers with personalized banking services.
- Assisted commercial lenders with loan servicing, cash management and customer concerns.
- Evaluated customers' credit and financial information to control risk related to loans and other products offered by bank.
Communications Consultant
Telecom/Spark
Wellington , New Zealand
07.2008 - 01.2015
- Listened to customers to understand needs and refer to optimal services.
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
- Greeted incoming customers and provided expert sales and service to drive revenue.
- Handled credit and debit card payment processing to complete purchasing experience.
- Increased revenue by upselling and closing customer sales and driving product benefits around client needs.
- Maintained client satisfaction ratings by offering proactive resolution ideas while driving actionable responses to questions, concerns or challenges.
- Consulted with long-term, new and prospective customers to understand needs and propose ideal solutions.
- Responded to customer requests and questions regarding opening, closing and transferring account information.
Education
Hutt Valley High School
Lower Hutt01.2007
Skills
- Telephone and email etiquette
- Credit underwriting
- Consumer and Commercial credit knowledge
- Credit decision making
- MS Office
- Computer skills
- Flexible
- Team collaboration
- Tutoring and coaching
- Supervision & leadership
- Analytical decision making
- Organizational skills
- People skills
- Call Center Operations
- Complaint Handling
- Senior leadership support
- Customer relations
- Inbound and Outbound Calling
Timeline
Senior Customer Liaison Officer
CSV (Cladding Safety Victoria)
08.2022 - Current
Senior Small Business Banker
Commonwealth Bank
10.2021 - 07.2022
Broker Support /Credit Specialist
MMSG
08.2016 - 10.2021
Personal Banker (Call Centre)
ANZ (NZ)
01.2015 - 07.2016
Communications Consultant
Telecom/Spark
07.2008 - 01.2015
Hutt Valley High School
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