Jade Lin
Summary
Detail-oriented professional with experience in transaction banking and client engagement, currently serving as a Business Banking Associate in the Controlled Monies team at CBA. Skilled in collaborating closely with Relationship Executives, Account Managers, and Transaction Banking Specialists to support customer needs in transaction banking. Act as the single point of contact for new customers, facilitating onboarding and training while delivering high-quality, timely service. Proven ability to develop and maintain professional relationships, identify opportunities for process improvements, and contribute to team objectives. Eager to transition into an analytical role to leverage the skills in data management and problem-solving to enhance customer experience and drive business success.
Overview
6
6
years of professional experience
Work History
Business Banking Associate
Commonwealth Bank of Australia
04.2024 - Current
- Working closely with Relationship Executives, Account Managers and Transaction Banking Specialists to support customers transaction banking switching needs
- Providing high-quality, timely customer service
- Process bulk account closures and renewals, ensuring compliance with regulatory standards and achieving a 95% completion rate within specified timelines.
- Ensuring defined processes are followed and opportunities to improve the customer experience and groups risk position are raised with senior management
- Other duties as required by the Team Manager – escalations, complaint handling etc.
Engagement Coordinator
KPMG
05.2022 - 04.2024
- Coordinated administrative tasks for client engagements, ensuring seamless delivery and achieving a 100% client satisfaction rate based on feedback
- Provided dedicated support to national client-facing staff, addressing inquiries and concerns promptly
- Prepared and managed engagement letters, reports, and vital documentation, contributing to effective client interactions
- Utilised Risk Management systems and accounting software to support client-facing team activities
Co-Founder
October Eleven
03.2019 - 05.2022
- Conducted market trend analyses for women's clothing, utilising Excel to inform marketing strategies, leading to a 25% increase in customer outreach
- Collaborated with partners to optimise campaign performance, achieving a 30% improvement in engagement rates
- Established data-driven customer service protocols and employee evaluation systems to enhance operational efficiency
Sales & Marketing Assistant
CNK Real Estate Pty Ltd
07.2021 - 03.2022
- Developed engaging social media content, achieving a weekly viewership of 2,000 and significantly increasing followers
- Analysed engagement data across platforms to refine content strategies and boost audience reach
Market Analyst & Admin Coordinator
Powerbus Pty Ltd
08.2018 - 09.2019
- Conducted budget evaluations and gathered marketing research data through surveys and focus groups, supporting strategic initiatives that led to a 15% reduction in costs
Facilitated cross-departmental communication among teams, enhancing operational efficiency and collaboration, resulting in a 20% improvement in project turnaround times
Education
Master of Commerce - Marketing
University of Sydney
07.2018
Winter Exchange Program -
Yonsei University
03.2018
Bachelor of Applied Finance -
Macquarie University
12.2016
Skills
- Multilingual Proficiency
- Analytical Thinking
- Time Management
- Pressure Management
- Customer Service Excellence
- Excel proficiency
Timeline
Business Banking Associate
Commonwealth Bank of Australia
04.2024 - Current
Engagement Coordinator
KPMG
05.2022 - 04.2024
Sales & Marketing Assistant
CNK Real Estate Pty Ltd
07.2021 - 03.2022
Co-Founder
October Eleven
03.2019 - 05.2022
Market Analyst & Admin Coordinator
Powerbus Pty Ltd
08.2018 - 09.2019
Winter Exchange Program -
Yonsei University
Bachelor of Applied Finance -
Macquarie University
Master of Commerce - Marketing
University of Sydney
Similar Profiles
Anupama ShenoyAnupama Shenoy
Chapter Lead at Commonwealth Bank Of AustraliaChapter Lead at Commonwealth Bank Of Australia
Harshini AcharyaHarshini Acharya
Analyst at Chief Operations Office at Commonwealth Bank of AustraliaAnalyst at Chief Operations Office at Commonwealth Bank of Australia
Akash PurohitAkash Purohit
Manager - Cloud & Emerging Risk and Controls at Commonwealth Bank of Australia, CBAManager - Cloud & Emerging Risk and Controls at Commonwealth Bank of Australia, CBA
SHAALINI SELVARAJSHAALINI SELVARAJ
Senior Systems Engineer at Commonwealth Bank of Australia (CBA)Senior Systems Engineer at Commonwealth Bank of Australia (CBA)
Terrence JonesTerrence Jones
Business Banking Associate at Capital OneBusiness Banking Associate at Capital One