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
Crawley11-2019
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