Isabella Marie Tan Ouano
Melbourne,VIC
Summary
Proven track record in relationship development and strategic planning, demonstrated at National Australia Bank. Excelled in stakeholder management and compliance, enhancing client satisfaction and retention. Skilled in utilizing CRM tools for efficient client management, achieving a significant increase in loyalty through exceptional service and advice.
Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.
Overview
7
7
years of professional experience
Work History
Business Direct Advisor
National Australia Bank
01.2024 - Current
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Developed phone relationships with customers and colleagues through regular communication and excellent customer service.
Associate, Client Management & Execution
Bank of New Zealand
01.2022 - 01.2024
- Implemented industry-standard security protocols, safeguarding sensitive data from unauthorized access or manipulation.
Banker 1 - 3
Bank of New Zealand
05.2021 - 12.2021
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Banker (Key Time Staff)
Bank of New Zealand
09.2019 - 09.2021
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Customer Service Officer
Kiwibank Financial Services and New Zealand Post
03.2017 - 09.2019
- Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Education
Bachelor of Arts - Philosophy
12.2022
Bachelor of Arts - Political Science And Government
12.2022
Skills
- Relationship Building
- Strategic Planning
- Training and mentoring
- Presentations and public speaking
- Compliance requirements
- Stakeholder Management
Additional Information
Lachlan Neary
Timeline
Business Direct Advisor - National Australia Bank
01.2024 - Current
Associate, Client Management & Execution - Bank of New Zealand
01.2022 - 01.2024
Banker 1 - 3 - Bank of New Zealand
05.2021 - 12.2021
Banker (Key Time Staff) - Bank of New Zealand
09.2019 - 09.2021
Customer Service Officer - Kiwibank Financial Services and New Zealand Post
03.2017 - 09.2019
University of Canterbury - Bachelor of Arts, Philosophy
University of Canterbury - Bachelor of Arts, Political Science And Government
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