Customer service professional with proven track record in building and maintaining strong customer relationships. Known for resolving customer issues efficiently and contributing to retention initiatives. Highly dependable team collaborator with focus on achieving results and adapting to dynamic needs.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Customer Relationship Officer
Community Bank Rushworth & District
04.2023 - Current
Cultivated strong customer relationships through effective communication and problem resolution strategies.
Developed and implemented customer feedback systems to enhance service quality and satisfaction.
Trained and mentored junior staff on best practices in customer service excellence.
Led initiatives to streamline customer onboarding processes, increasing efficiency and reducing wait times.
Managed customer relations on ongoing basis to maximize customer retention.
Improved customer satisfaction by addressing and resolving their concerns in a timely manner.
Increased customer loyalty through the development of personalized relationships with clients.
Built long-term, loyal customer relations by providing top-notch service and detailed order, account, and service information.
Executed daily transactions accurately, fostering a seamless banking experience.
Advised clients on financial products, ensuring tailored solutions for diverse needs.
Developed strategic workflows that streamlined account opening processes, reducing wait times.
Implemented compliance protocols to mitigate risks and uphold regulatory standards.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Evaluated loan applications for creditworthiness and compliance with regulations.
Educated borrowers on loan options, terms, and repayment plans to facilitate informed decisions.
Assessed customer loan applications for loan approvals and denials.
Customer Service Officer
Community Bank Elmore, Lockington & Rochester
06.2020 - 04.2023
Providing high levels of customer service and building strong relationships with customers.
Being flexible in the way we work and how we provide our customer service.
Identifying customer need and help them reach their goals, help educate customers on self-service and digital offerings and support them in their transitions to online banking. Conduct customer calling programs, assist the team in the execution of branch business plans.
Actively promote the branks products and services within the community. Identify community development opportunities and follow them through with the Branch Manager.
Assist the teams to develop and maintain an environment that motivates, holds accountable, engaged, and develops the skills of the team. Assist with day-to-day operations within the branch and share new learnings and experiences with the team.
Support the branches execution of strategies to grow loans and deposits and increase self-service to support changing customer needs.
Always comply with all bank policy and procedures.
Shamrock Hotel
08.2019 - 03.2020
Waitressing in bistro
Assisting in Kitchen
(casual on weeknight’s/weekends)
Countrywide Valuers
02.2019 - 11.2019
Receive and record valuation requests.
Prepare files, undertake sales research, check zoning and collect relevant information prior to valuations being undertaken.
Monitoring incoming emails and the like in relation to valuation requests and forwarding to relevant person(s).
Typing of reports into pro-form as and larger Word documents.
Telephone enquiries – first point of call.
Collation of files (ie. finalising files) & general filing.
Inputting of data into Microsoft programs such as Access, Excel and Word.
Liaise with Real Estate Agents, other Property Professionals, Vendors and clients, and Government departments.
Obtain information on-line, such as Plans of Subdivision, Titles, Planning Schemes etc.
Download information from field visits and calculate areas; download photographs.
Assist in the preparation and completion of reports.
Make appointments and organise valuation inspection times and Valuer’s itinerary (Outlook).
Generally assist Valuers in all areas as required.
Provide general clerical assistance in the administration section.
Assisting with maintenance and collation of sales records.
Major’s Supa IGA
12.2017 - 02.2019
Deli
Cash registers
Fruit & veg department
Unpacking and stacking of groceries & arranging storage room.
Organising & packing click and collect order and deliveries.
Education
Year 12 VCE - English, General Math, Physical Education, Health And Human Development, Business Management, Biology, Studio Arts
Rochester Secondary College
Rochester, VIC
01.2018
Certificate III - Business
Integrity Business College
06-2021
Skills
Relationship building
Branch operations
Customer service
Positive attitude
Banking policies and procedures
Loans
Affiliations
Colbinabbin Football Netball Club
Rochester Basketball Association
Certification
December 2018 Victorian Certificate of Education
May 2019 Responsible Service of Alcohol Certificate
2020-2021 Certificate 3 in Business Administration
Timeline
Customer Relationship Officer
Community Bank Rushworth & District
04.2023 - Current
Customer Service Officer
Community Bank Elmore, Lockington & Rochester
06.2020 - 04.2023
Shamrock Hotel
08.2019 - 03.2020
Countrywide Valuers
02.2019 - 11.2019
Major’s Supa IGA
12.2017 - 02.2019
Year 12 VCE - English, General Math, Physical Education, Health And Human Development, Business Management, Biology, Studio Arts
Rochester Secondary College
Certificate III - Business
Integrity Business College
Hobbies and Interests
Playing netball, Water skiing, Socialising with friends and family
Customer Relationship Officer at Mount Gambier & District Community (Bendigo) BankCustomer Relationship Officer at Mount Gambier & District Community (Bendigo) Bank