Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

George Potres

Melbourne

Summary

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognised for taking proactive approach to identifying and addressing issues, with focus on optimising processes and supporting team objectives.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Customer Relations Consultant (IDR/Case Manager)

BOQ Group
08.2024 - Current

As a Customer Relations Consultant, I work closely with various stakeholders to resolve complex customer complaints related to the Bank's services

  • Demonstrating strict adherence to RG271 to effectively mitigate risk and ensure compliance with guidelines
  • Complex complaint handling to remediate issues before being referred to AFCA
  • Commercial decision-making to assess whether a case is best resolved with a goodwill gesture credit, considering that AFCA fees could potentially amount to thousands
  • Liaising with multiple internal departments to investigate each case and determine the appropriate action to take
  • Engaging with stakeholders to communicate outcomes and mitigate the risk of recurring issues.

Customer Relationship Specialist

BOQ Group
03.2023 - 07.2024

The Customer Relationship Specialist role was a Retention and Lending based role for existing customers

  • Identifying the underlying reasons and motivations for customers seeking to refinance and providing tailored solutions, including loan restructures, rate discounts, and additional lending options
  • Ensuring a positive customer experience by making clients feel valued and respected during phone interactions
  • Achieved a discharge save rate of over 50%, successfully retaining the business of clients who intended to discharge their loans
  • Drafting new loan contracts to ensure compliance with regulatory standards and meet client needs effectively
  • Conducting pre-service assessments to evaluate clients' loan serviceability effectively
  • Facilitating additional lending on existing contracts to meet clients' evolving financial needs
  • Coordinating with Business Development Managers to address requests from the broker network.

Customer Service Consultant

BOQ Group
04.2022 - 04.2023

As a Customer Service Consultant, I was proficient in managing inquiries related to deposits, loans, and credit card products

  • My responsibilities included servicing inbound calls, assisting customers with product changes, and resolving a variety of customer issues
  • Provided assistance to customers with general inquiries about product offerings
  • Supported customers in resolving product-related issues they encountered.

Freight Handler

StarTrack Express
04.2021 - 04.2022

As a freight handler, my primary responsibility involved managing and processing deliveries to the StarTrack Tullamarine warehouse

  • Assisted business owners and delivery drivers with inquiries and the loading and unloading of freight
  • Reviewed and organised incoming and outgoing freight
  • Participated in toolbox meetings to align with the goals set by the company
  • Utilised RF scanners to accurately pack and prioritise freight.

Manager

Fiesta Market by The Circle
12.2017 - 01.2021

In my role as a Manager, I supervised staff, managed rostering, facilitated cargo handling, and addressed customer inquiries

  • Managed a team of over 30 employees
  • Rostering three different departments on a weekly basis, including groceries, delicatessen, and produce handlers
  • Managing staff payments, entitlements, and benefits using MYOB software
  • Prioritised deliveries for up to 10 different businesses daily, located in the western and south-western regions of Melbourne
  • Handled stock orders for a large wholesale company that regularly supplied major naval companies for long-haul transport.

Education

Year 12 -

Aitken College

Skills

  • Strong time management
  • Organizational skills
  • Able to adapt to various situations
  • Quick learning proficiency
  • Deep knowledge of principles related to personnel supervision and training
  • High attention to detail
  • Strong communicator and excellent in conflict resolution
  • Demonstrate meticulous attention to risk adherence and detail, ensuring compliance with relevant laws and regulations, resulting in a flawless 100% compliance rate
  • Inter-department collaboration
  • Account Management

Certification

ASFL Tier 2 accredited

Timeline

Customer Relations Consultant (IDR/Case Manager)

BOQ Group
08.2024 - Current

Customer Relationship Specialist

BOQ Group
03.2023 - 07.2024

Customer Service Consultant

BOQ Group
04.2022 - 04.2023

Freight Handler

StarTrack Express
04.2021 - 04.2022

Manager

Fiesta Market by The Circle
12.2017 - 01.2021
ASFL Tier 2 accredited

Year 12 -

Aitken College
George Potres