Gurpreet Khiara
Tarneit
Summary
Dynamic Customer Banking Specialist with a proven track record at Commonwealth Bank, excelling in client onboarding and financial planning. Adept at building strong customer relationships while leveraging sales tactics to drive home loan leads. Recognized for in-depth product knowledge and exceptional service, enhancing customer satisfaction and loyalty.
Overview
2
2
years of professional experience
Work History
Customer Banking Specialist
Commonwealth Bank
12.2024 - Current
- Having conversations with customers on daily basis, regarding new home loans, investment, refinance home loan, creating follow ups with customers and booking appointments with Home Lenders.
- Creating Home loan leads by having in branch conversation with customers.
- On regular basis, Updating myself on home loan products by having training with in branch home lenders.
- Proficient in using Home loan calculators.
- Opened new accounts and made changes to existing accounts.
- Presented products and services to customers using in-depth knowledge to answer questions.
Direct Lending Advisor
NAB
08.2024 - 11.2024
- Advised clients on mortgage, education and personal loans.
- Developed strong relationships with customers through high levels of customer service.
Lead Educator
Nido Early School
11.2023 - 04.2024
- Collaborated with adults and children to provide safe and educational experience.
- Developed and implemented engaging lesson plans to keep learner attention.
- Chose materials and developed lesson plans to enhance skills for individual students.
- Built relationships and communicated with parents to provide best learning environment for children.
Assistant Educator
Genius Learning
04.2023 - 10.2023
- Supported classroom activities, tutoring, and reviewing work.
- Partnered with teacher to plan and implement lessons following school's curriculum, goals, and objectives.
- Supported classroom maintenance and upkeep, organizing books, and materials.
Education
Bachelor of Accounting -
Swinburne University of Technology
Melbourne, VIC07-2022
Skills
- Client onboarding
- Sales tactics
- Financial planning
- Customer relationship management
- Banking product sales
Timeline
Customer Banking Specialist
Commonwealth Bank
12.2024 - Current
Direct Lending Advisor
NAB
08.2024 - 11.2024
Lead Educator
Nido Early School
11.2023 - 04.2024
Assistant Educator
Genius Learning
04.2023 - 10.2023
Bachelor of Accounting -
Swinburne University of Technology
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