Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Jaison Badger

Murrumbeena,VIC

Summary

Results-driven professional with a robust background in banking, enhanced by marketing and media experience from my university studies. As a proactive team player, I am dedicated to contributing to the company's success and thrive in collaborative environments. Skilled in recognising customer pain points, I offer constructive feedback and support while consistently seeking opportunities to assist colleagues and optimise processes. My goal is to drive positive outcomes and create a thriving workplace.

Overview

9
9
years of professional experience

Work History

ANZ Plus Financial Wellbeing Coach

ANZ Bank
10.2022 - Current
  • Guiding customers through personalised financial wellbeing sessions, helping them identify goals and providing tailored advice on saving, budgeting, and managing finances with the ANZ Plus app.
  • Designed and facilitated educational sessions for ANZ Plus customers, focused on promoting scam awareness and fostering positive saving habits to enhance financial security and wellbeing.
  • Provide fast, accurate support for a range of banking and technical queries, through chats and calls, ensuring timely and customer-focused solutions.
  • Deliver clear guidance on app features, including tracking spending, setting savings goals, and managing account insights to improve overall financial wellbeing and financial literacy.
  • Use customer feedback and frontline experience to work with cross-functional teams, providing insights for app enhancements and new features.
  • Achieved the highest volume of chats (13,000+) handled while maintaining excellent quality scores, consistently ensuring customer satisfaction and efficient issue resolution.

Personal Banker

ANZ Bank
03.2021 - 10.2022
  • Delivered personalised financial solutions for everyday banking customers. Utilised comprehensive product knowledge and exceptional customer service skills to help customers find the best financial solutions tailored to their needs.
  • Consistently and effectively managed a high volume of inbound customer calls, averaging 30 calls per day with a 30% average sales conversion rate.
  • Managed account setups, loans, and insurance applications. Provided end-to-end support for opening and closing accounts, assisted with personal loan and credit card applications, and handled general insurance queries.
  • Ensured a seamless and efficient banking experience. Consistently created smooth customer journeys by providing high-quality service at every stage, from initial enquiries to final resolutions.
  • Received multiple "Grow" and "Achievement" Spark Awards. Earned recognition for demonstrating continuous improvement, leadership, and commitment to the ANZ's core values.
  • Mentored and trained new personal bankers. Supported new team members during their transition by offering on-the-floor guidance and training, ensuring a smooth and effective onboarding process.
  • Achieved exceptional NPS results. Consistently delivered excellent customer service, as evidenced by consistently high Net Promoter Scores and positive customer feedback.

Assistant Manager

Cellarbrations
12.2016 - 03.2021
  • Assisted in managing daily store operations, including inventory control and staff scheduling.
  • Provided exceptional customer service, handling enquiries and providing recommendations.
  • Supported stock management, including ordering, receiving, and merchandising products.
  • Ensured compliance with liquor licensing regulations and responsible service of alcohol.
  • Trained and supervised staff, fostering a productive and customer-focused environment.
  • Monitored sales performance and assisted with promotional activities to drive revenue.

Service Express Attendant

The Westin
01.2016 - 12.2016
  • Engaged with high-profile guests, ensuring a courteous and welcoming atmosphere.
  • Prepared food and delivered room service orders promptly; coordinated guest amenities and upsold F&B items.
  • Maintained flexibility by assisting at the Bell desk and Housekeeping during peak hours.

Education

Undergraduate Double Degree - Business & Arts

Monash University
Melbourne
07-2020

Victorian Certificate of Education -

Brighton Grammar School

Skills

  • Customer service
  • Sales
  • Strategic thinker
  • Digital marketing
  • Market research
  • Interpersonal skills
  • Team Player

Interests

Music, Sports (AFL, Cricket, Rugby, Motor Racing), Technology

Timeline

ANZ Plus Financial Wellbeing Coach

ANZ Bank
10.2022 - Current

Personal Banker

ANZ Bank
03.2021 - 10.2022

Assistant Manager

Cellarbrations
12.2016 - 03.2021

Service Express Attendant

The Westin
01.2016 - 12.2016

Undergraduate Double Degree - Business & Arts

Monash University

Victorian Certificate of Education -

Brighton Grammar School
Jaison Badger