Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Ivan Hsu

Summary

With a proven track record at Westpac, I excel in relationship building and branch operations, enhancing customer satisfaction through efficient service. Skilled in handling both personal and business banking needs. My expertise includes customer service and account management, driving operational excellence and fostering strong client relationships.

Overview

14
14
years of professional experience

Work History

Teller

Westpac
01.2011 - 01.2015
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Processed customer transactions promptly, minimizing wait times.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Improved customer satisfaction by providing efficient and accurate transaction processing.

Personal Banker Advisor

Westpac
01.2015 - 01.2018
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Assisted customers with setting up or closing accounts.

Personal Banker Specialist

Westpac
01.2018 - Current
  • Assisted customers with setting up accounts for Personal & Business purpose

- Personal Account -

- Everyday and Saving account

- Term Deposit


Assist customers with Personal Account Servicing

- switching product

- Term Deposit related

- Cancellation

- Renew

- Early Termination


- Business Accounts

- Sole Trading

- Propriety Limited company

- Family Trust

- Unit Trust

- Self Managed Super Fund trust

- nonprofit incorporated

- Bank Guarantee for Cash Secured

Assist customers with Business Servicing

- apply or cancel Business Debit Card

- online third party access

- Bank Guarantee related

- Cancel

- Swap

- Demand


Assist customers with existing home loan servicing

- Home loan rate review

- Home Loan switching

- Portability


Education

No Degree - Bachelor in Business And Commerce

Griffith University
QLD
01-1995

Skills

  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction

Languages

Chinese (Mandarin)
Native or Bilingual

Timeline

Personal Banker Specialist

Westpac
01.2018 - Current

Personal Banker Advisor

Westpac
01.2015 - 01.2018

Teller

Westpac
01.2011 - 01.2015

No Degree - Bachelor in Business And Commerce

Griffith University
Ivan Hsu