EMILY CHASE
Bendigo Bank
Willow Vale,NSW
1
Certification
13
years of professional experience
Highly skilled in financial services with strong background in client relationship management, financial advising, and transaction processing. Proven ability to analyze clients' financial needs, offer tailored solutions, and maintain high levels of customer satisfaction. Strong attention to detail and methodical approach ensure accurate handling of accounts, loans, and credit applications. Solid work ethic contributes to achieving targets and maintaining orderly processes, resulting in efficient and reliable service delivery.
Work History
Customer Relationship Officer
7 Months- Build and maintain strong customer relationships
- Deliver a comprehensive range of everyday banking services including account maintenance, Power of attorney, deceased estates etc
- Delivered comprehensive everyday banking services, including account maintenance, power of attorney, and deceased estates
- Built and maintained strong customer relationships, enhancing customer satisfaction and loyalty
- Provided support to colleagues, fostering a collaborative team environment.
Property Manager
5 Months- Tracked property data using specialized software to ensure accurate reporting.
- Provided customer service support by responding promptly to inquiries or requests from tenants.
- Responded promptly to tenant inquiries and requests, enhancing tenant satisfaction.
- Implemented proactive strategies for property maintenance, repairs, and improvements.
- Initiated eviction proceedings when necessary according to state law and court orders.
- Initiated eviction proceedings according to state law and court orders.
Branch Manager
3 Years 11 Months- Managed risk assessment processes to identify potential financial liabilities.
- Obtained accreditation for home loan processing to assist customers effectively.
- Secured accreditation in unsecured lending to provide clients with financing options.
- Strong problem solving skills in all areas of banking
- Delivered exceptional customer service by promptly addressing all inquiries and resolving concerns.
- Conducted training sessions for new employees to ensure effective onboarding.
- Developed advanced sales techniques to drive customer engagement.
- Directed daily branch operations, leading the team to exceed monthly sales goals.
- Facilitated conflict resolution between customers and staff members, improving the branch's reputation for quality service.
- Maintained up-to-date knowledge of bank products, services, policies, and regulations to support team and customer needs.
Guest Service Agent
1 Year 1 Month- Swift & friendly check in and check out procedures at the desk
- Professional telephone & e-etiquette when dealing with all enquiries
- Advanced sales experience to maximize room revenue
- Extensive knowledge of local area, acting as tour desk & concierge at all times
- Strong problem-solving skills to ensure all guest's special requests are met
- Booking of Tours
- Cash handling , EFT and banking procedures
- All-round administration for the hotel
- Waitressing for weddings when required
Junior Broker
11 Months- Risk management
- All aspects of issuing new insurance policies and alterations.
- Professional telephone & e-etiquette when dealing with all enquiries
- Cash handling , EFT and banking procedures
- Assisting Senior brokers
- Advanced sales experience to maximize room revenue
- Account manager – Commercial Book
- Building client relationships
- Extensive Problem solving
- Professional and Swift response to client and insurance company emails.
Receptionist/ Junior Broker
4 Years 8 Months- All aspects of reception
- Cash handling , EFT and banking procedures
- CTP green slip processing
- Professional telephone & e-etiquette when dealing with all enquiries
- Premium funding applications
- Communicating with Insurance companies and Premium Funders for renewals
- Risk management
- All aspects of issuing new insurance policies and alterations.
- Assisting Senior brokers
- Training of new colleagues in reception and assistant roles
- Supervising when management was not present
- Account manager for 2 books of clients – Domestic and commercial.
- Building client relationships
- Advanced sales experience to maximize room revenue
Education
Real Estate Licence
Tier 1 Insurance Broking
Tier 2 Insurance Broking
Certificate 3 - Pharmacy
Year 12 higher school certificate
Skills
Exceptional Verbal and written communication skills
Property management
Property tours and inspections
Tenant relations
Lease renewals and Payment Collection
Personal Lending - Personal Loan
Credit Card
Home loans
All round Personal Banker
Customer service and Customer Satisfaction
Relationship building
Attention to detail
Certification
Real Estate Licence, Tier 1 and 2 Insurance Broking
Timeline
Customer Relationship Officer
Bendigo Bank
03.2026 - CurrentRead More
Property Manager
Taylors Property Specialists
02.2025 - 07.2025Read More
Branch Manager
ANZ
12.2020 - 11.2024Read More
Guest Service Agent
Coral Sea Resort
11.2019 - 12.2020Read More
Junior Broker
MKS Insurance Services
10.2018 - 09.2019Read More
Receptionist/ Junior Broker
Macey Insurance Brokers
02.2014 - 10.2018Read More
Chevalier College
Year 12 higher school certificate
Read More
Certificate 3 from Pharmacy
Read More
NIBA
Tier 2 Insurance Broking
Read More
Gold Seal
Tier 1 Insurance Broking
Read More
Complete Property Training
Real Estate Licence
Read More