Summary
Overview
Work History
Education
Skills
Additional Information
Accomplishments during career break
Timeline
Generic

GEK (JO) ANG

Summary

Dedicated and attentive personal banker with extensive retail banking experience in customer service and account management. Seeking a challenging position in customer service within the equities industry, leveraging a proven track record of providing outstanding customer support and in-depth knowledge of financial products and services.

Overview

17
17
years of professional experience

Work History

Personal Banker/Senior Personal Banker

ANZ Bank
08.2010 - 05.2021
  • Delivered exceptional customer service by addressing and resolving a wide range of banking queries, including mortgages, insurances, financial planning, and personal credit applications.
  • Performed comprehensive financial reviews to gain insights into customer needs and personalised solutions aligned with their financial objectives.
  • Monitored customer accounts to detect irregularities or suspicious activity.
  • Collaborated with cross-functional teams to ensure seamless tracking and processing of customer requests and timely resolution of pending issues.
  • Successfully resolved complex customer issues, demonstrating strong problem-solving and communication skills.
  • Developed expertise in navigating banking systems while maintaining up-to-date knowledge of banking regulations and compliance standards.
  • Learned and adapted quickly to new technology and software applications.
  • Contributed to a positive work environment, fostering teamwork among colleagues.

Counter Sales Manager

Jurlique International
02.2004 - 07.2010
  • Built relationships with customers and community to establish long-term business growth.
  • Executed product demonstrations and implemented brand marketing to boost customer awareness and drive revenue.
  • Managed and trained new employees on company policies, product knowledge, sales techniques and best practices for achieving outstanding customer service.
  • Cultivated interpersonal skills by building positive relationships with others.
  • Skilled at working independently and collaboratively in a team environment.
  • Motivated and inspired brand enthusiasm and team harmony.
  • Achieved excellent sales performance indicators: AUS, UPT and Hourly Productivity figures.


Education

Bachelor of Economics Degree - Economics And Finance

The University of Sydney
Sydney, NSW
07.2004

Skills

  • Mandarin and English Language Fluency
  • Committed and passionate in providing an engaging customer experience
  • Adept learner with a keen interest in the financial markets
  • Strong knowledge of financial products and services
  • Proficient in website navigation and banking systems
  • Detail-oriented with a focus on

problem-solving

  • Documentation and risk management
  • Relationship Building with positive communication and interpersonal skills
  • Teamwork and Collaboration
  • Organization, Multi-tasking and Time Management

Additional Information

  • Navigated online trading platforms for both Australian and US Markets, demonstrating a keen interest and understanding of financial markets, crowd psychology, and technical tools.
  • Dedicated to ongoing learning and a commitment to continuous improvement.
  • Obtained exposure to Financial Planning when assisting Chinese customers with interpretation for Financial Planners and Home Loan Investment Managers.
  • Confident in assisting and explaining to Chinese customers about completing mortgage documents for broker sign ups.
  • Strong ability to retain customer loyalty by building positive relations with Chinese clientele for repeated business in term deposits, small business, mortgages and financial planning referrals.
  • Mortgage LOCAM trained, performed compliant light renewals, non-credit critical and credit critical loan renewals.


Accomplishments during career break

  • Independently studied E-commerce principles, enhancing strategic insight.
  • Established and managed two online businesses, demonstrating entrepreneurial acumen.
  • Developed expertise in supplier relationship management for seamless business operations.
  • Created and maintained websites, showcasing technical proficiency.
  • Executed successful Facebook marketing and advertising campaigns, achieving targeted goals.
  • Conducted strategic social media campaigns, expanding brand visibility on diverse platforms.

Timeline

Personal Banker/Senior Personal Banker

ANZ Bank
08.2010 - 05.2021

Counter Sales Manager

Jurlique International
02.2004 - 07.2010

Bachelor of Economics Degree - Economics And Finance

The University of Sydney

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GEK (JO) ANG