Jacob Coetzer
Banker
Lesmurdie,WA
Summary
With a robust experience in banking transitioning from an Assistant Manager within the Lending Client Services to my current role as an Assistant Relationship Manager, I am eager to continue developing the skills I have acquired and utilise those acquired skills to hit the ground running with the possibility of securing this full-time role. Motivated by a strong desire for career advancement and a passion for tackling new challenges, I am eager to apply my expertise in analytical and problem-solving skills, collaborating with a variety of stake holders, and using my banking/Economic background to help foster growth within your set.
Overview
6
6
years of professional experience
Work History
Assistant Relationship Manager
ANZ
08.2023 - Current
- Derive Quality Customer connections
- Capturing & resolving customer complaints
- Ensure portfolio is organised and well managed
- Proactive risk management
- Derive positive engagement with stakeholders
- Proactively identify and pursue new business opportunities
- Assisted Relationship Managers in managing a diverse portfolio of clients, ensuring optimal satisfaction levels.
- Handling customers business banking needs
- Managed a variety of administrative tasks such as preparing reports, maintaining accurate records, and updating client profiles
- Financial analysis
- Conducted comprehensive credit risk assessments on potential clients to maintain a healthy lending portfolio and minimize risk exposure.
- Business analysis
- Industry analysis
Assistant Manager
ANZ
03.2023 - 07.2024
- Excess reporting
- System testing and training (OCP)
- Processing Banking documents
- Upholding a positive relationship with stakeholders
- Checking legal documents for compliance
- System maintenance
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Assisting Front Line in with account setup and maintenance
Farm Manager
Bickley Valley Free Range Eggs
06.2021 - 02.2023
- Delegate tasks between team
- Quality control of the product
- Ensure orders are fulfilled
- Ensure equipment and stock is sufficient, if not to place in an order to refill the stock to keep the farm running
- Inspection of farm
- Responsible for the recruiting process
- Maintaining relationship with customers collecting orders
- Responsible for day to day running of the farm
- Kept detailed records of the farm
- Improved animal health through regular monitoring, vaccinations, and timely veterinary consultations.
Farm Hand
Bickley Valley Free Range Eggs
01.2019 - 06.2021
Education
Bachelor Commerce - Economics
University of Western Australia
Perth, Western Australia 07.2022 -
Skills
- Portfolio management
- Cross-selling products
- Credit assessment
- Customer service
- Time management
- Team leadership
- Customer relationships
- Proficient With Microsoft Office (Word, Excel, PowerPoint)
- Various ANZ Banking Systems (OCP, Orion, CACHE, CAP Based Systems)
- Data Analysis
- Basic Accounting Understanding
- Economic Analysis
- Fast Learner
- Eager to Take on New Challenges
- Great Self Management
- Problem Solving
- Adaptability
- Team Player
Timeline
Assistant Relationship Manager
ANZ
08.2023 - Current
Assistant Manager
ANZ
03.2023 - 07.2024
Bachelor Commerce - Economics
University of Western Australia
07.2022 -
Farm Manager
Bickley Valley Free Range Eggs
06.2021 - 02.2023
Farm Hand
Bickley Valley Free Range Eggs
01.2019 - 06.2021
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