Overview
Work History
Education
Skills
Accomplishments
Languages
Affiliations
References
Timeline
Generic

Jai Singh

Piara Waters,WA

Overview

2
2
years of professional experience

Work History

Customer Banking Specialist (Relief Team)

CBA
Northpark SA, Maddington, WA
02.2023 - Current
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Explained bank services, financial products and applicable fees to customers.
  • New account openings (personal and business)
  • Customer profile and account maintenance
  • Bank Teller duties (cash or cheque deposits/ withdrawals, change orders)
  • Unsecured lending ie. Personal loans and Credit card applications
  • Generating leads for Home lending and Business lending
  • Assisting customers digitally for their banking needs
  • International money transfers, deceased estate notifications and account maintenance
  • Identifying and assisting fraud

Customer Banking Specialist

Bankwest
Perth Metro, WA
01.2023 - 12.2024
  • New Account openings, maintenance
  • Bank teller duties
  • Home Loan rate reviews
  • Unsecured lending accredited
  • Hybrid work setting where I worked for Bankwest Contact centre to assist during Covid 19 rush

Education

Bachelor of Commerce -

The University of Western Australia
Crawley
11-2019

Skills

  • Teller Support
  • Customer Relationship Management
  • Banking Regulations
  • Account Monitoring
  • Cash Balancing
  • Exchange Rate Quotes
  • Customer Service

Accomplishments

  • Raised $50,000+ for Ronald McDoanld House Charities Perth with artwork auction at their Annual Ball since 2015
  • Black swan prize (now known as Lester Prize) semi finalist

Languages

English
Native/ Bilingual
Punjabi
Native/ Bilingual
Hindi
Native/ Bilingual
urdu
Limited

Affiliations

  • Reading
  • Travelling
  • Painting

References

References available upon request.

Timeline

Customer Banking Specialist (Relief Team)

CBA
02.2023 - Current

Customer Banking Specialist

Bankwest
01.2023 - 12.2024

Bachelor of Commerce -

The University of Western Australia

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Jai Singh