Dedicated and motivated Customer Service Manager with 30+ years experience in the Financial Services Industry. Seeking a new challenge to contribute high work ethic and a strong willingness to learn as a valuable addition to your Team.
Overview
35
35
years of professional experience
Work History
Bank Manager
Unity Bank
Fremantle, WA
11.2015 - 06.2024
Manage Staff & Complete Staff Reviews, Process Home Loans, Personal Loans & Credit Cards, Business Development WA, Customer Sales & Service, Sales & Service Targets, Staff Training, Attend Networking Events with Business Partners, Monthly Reports & Compliance
Personal Budgeting Specialist
My Budget
Morley, WA
02.2015 - 10.2015
Interview potential My Budget clients face to face and prepare a financial budget, Use the My Budget system endorsing the benefits of the service for our clients, Analyse potential client's budgets, Provide budget solutions to help new clients, Process and prepare new files, Complete sign up paperwork with the client, Take new client enquiries over the telephone, Adhere to all compliance requirements set by the Company
Job Placement Consultant
Max Employment
Perth, WA
11.2014 - 02.2015
Identify and act on employment opportunities for job seeker candidates through liaison and negotiation with companies, industry and community organisations, Meet with jobseekers to establish appropriate employment opportunities, Reverse market jobseekers into appropriate organisations to establish employment opportunities, Negotiate employment opportunities with employers and promote jobseekers for vacancies, Promote MAX Employment services and maintain a high profile and professional company image, Source suitable candidates for referral to job vacancies and build effective business
Credit Union Manager
Qantas Credit Union
Perth, WA
01.2007 - 06.2013
WA Branch Manager of both Perth Branches, Team coaching, ensuring Staff met all relevant key performance indicators, Completing Staff performance reviews, Member development services, linking client needs and goals to business strategies, Generation of frontline sales, Business development, Lending, Financial planning referrals, General insurance Sales, Foreign Cash & Cash passport sales, Attending networking events and community fundraisers, Member of the OH & S Committee, achievements: Winner of the Credit Union Annual MEAA Award for Customer Service Excellence
Administration Manager 2IC
Harvey Norman
Midland, WA
04.2006 - 01.2007
Human resource management and process payroll for 120 Employees, General administration duties including invoicing, Store Banking and accounts, Timely and accurate accounts resolution
Mortgage Lending and Settlements Consultant
Hays Banking (NAB)
11.2005 - 03.2006
Preparation of Titles for settlement, Accurate completion of mortgage documentation, Assisting conveyancing department as required
Member Services Officer
Statewest Credit Society
Perth, WA
01.2001 - 11.2005
Assisting Branch Manager as required, Teller and Customer Service, Preparation of customer financial planning referrals, Completing loan applications and customer sign-up documentation, Foreign cash, General Insurance Sales, Branch Relief Team
Customer Service Consultant
Westpac Bank
02.1989 - 10.1999
General face-to-face customer service, Teller Processing, Data entry and preparation of daily reports, Back Office processing, Branch Relief Team, Training of New Staff
Skills
Management
Organisation
Detail-oriented
Accuracy
Reliability
Multitasking
Self-motivation
Dependability
Quick learner
Professionalism
Phone etiquette
Business acumen
Customer relationship management
Communication
Interpersonal skills
Relationship building
Ability to take direction
Independent work
OH&S knowledge
Computer skills
MS Office Suite
Credit analysis
Banking operations
Loan Processing
Cash Management
Compliance Assessment
Decision-Making
Customer Service
Relationship Building
Business Relationship Management
Problem-Solving
Attention to Detail
Financial Management
Educationrelatedcourses
Certificate IV in Banking Services, 2016
Certificate IV in Business Sales, 2011
Certificate IV in Frontline Management, 2010
Certificate III in Financial Services, 2003
Keystrengthsattributes
Exceptional Management and organisation skills, detail-oriented, accurate and reliable and able to handle multiple tasks simultaneously.
Self motivated, dependable and able to learn new business processes quickly and effectively.
A positive professional image and phone manner suitable for any business environment.
Strong business and customer relationship capabilities with excellent communication and interpersonal skills and able to build positive relationships with a wide range of people.
Ability to take direction and work unsupervised where necessary.
Excellent understanding of OH&S requirements and their application in the workplace.
High level computer skills including MS Office Suite.