Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Jakieda Craig

Coffs Harbour ,NSW

Summary

Dedicated Gumbaynggirr banking professional with expertise in customer relations and money management. Demonstrated success in handling sensitive situations with empathy, gaining client trust, and satisfaction. Strong adherence to compliance standards and security protocols. Proven track record of achieving results in fast-paced banking environments.

Overview

2
2
years of professional experience

Work History

Bank Associate

National Bank Australia
Coffs Harbour , NSW
08.2024 - 06.2025
  • Served as the primary contact for First Nation customers in remote areas, ensuring their banking needs were met efficiently.
  • Assisted vulnerable customers by delivering compassionate and effective phone support, fostering trust and confidence.
  • Guided individuals through tough situations such as domestic violence, financial hardship, homelessness, gambling issues, elder abuse, and more, by providing compassionate financial support.
  • Collaborated effectively with team members using computer-based systems to ensure seamless customer interactions.
  • Facilitated customer connections with third-party support services, improving overall satisfaction.
  • Engaged in continuous learning to align with customer requirements and institutional standards.
  • Delivered specialized banking solutions to meet the unique requirements of First Nation communities.
  • Provided support in resolving customer complaints and issues.
  • Adhered to strict security protocols when handling confidential information.
  • Applied Microsoft Windows skills to banking processes.
  • Managed responsibilities in a full-time hybrid setting, ensuring seamless workflow between remote and in-office environments.

Co-Treasurer Volunteer

National Bank Australia
, NSW
08.2024 - 06.2025
  • Managed financial records and budgets for community initiatives.
  • Reviewed contracts with vendors to ensure best value for money spent.
  • Prepared and monitored annual budgets, ensuring financial goals were met.
  • Presented financial information and reports at board meetings, as requested.
  • Provided support during the annual budgeting process by gathering data from various departments.
  • Collaborated effectively with team members utilizing Microsoft-based tools to enhance financial operations.

Customer Advisor 2

National Bank Australia
Coffs Harbour , NSW
01.2024 - 08.2024
  • Provided comprehensive assistance to retail and business customers by resolving inquiries efficiently.
  • Fostered strong customer relationships through tailored solutions addressing individual needs.
  • Promoted NAB products using effective sales strategies and upselling techniques.
  • Handled administrative tasks to support seamless customer service operations.
  • Maintained accuracy while processing large sums of money and ensuring security measures.
  • Cashed customer checks and verified identification in compliance with bank policies.
  • Conducted routine audits of cash handling procedures to ensure financial integrity.
  • Adhered to strict guidelines regarding financial and customer data protection.
  • Managed customer interactions efficiently during high-volume periods, ensuring a professional demeanor.
  • Educated customers on digital banking tools, facilitating smoother online transactions.
  • Assisted customers with inquiries regarding loan products and services.

Customer advisor 1

National Bank Australia
moree , NSW
01.2023 - 01.2024
  • Provided excellent service and attention to customers when face-to-face or through phone conversations regarding banking products and customer inquiries.
  • Educated customers on online banking features and security.
  • Maintained confidentiality of bank records, transactions, and customer information.
  • Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
  • Developed long-term relationships with returning customers to enhance loyalty.
  • Collaborated with team members to improve service delivery.
  • Participated in team meetings to propose process enhancements.
  • Maintained up-to-date knowledge of financial regulations and compliance standards.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Conducted follow-up calls to ensure client satisfaction and address concerns promptly.
  • Handled large volumes of currency.

Education

Year 10 Certificate -

Coffs Harbour High Scool
Coffs Harbour, NSW
01-2018

Skills

  • Customer service and support
  • Security protocols
  • Branch operations
  • Verbal and written communication
  • Money handling and bookkeeping
  • Loan sales and cross-selling
  • Follow-up and organization
  • Team collaboration
  • Active listening and attention to detail
  • Problem solving
  • Multitasking and time management
  • Budgeting and financial oversight
  • Microsoft Excel proficiency
  • Fraud identification and prevention

Accomplishments

  • Credited providing finical advice complying with (AFCA)

Timeline

Bank Associate

National Bank Australia
08.2024 - 06.2025

Co-Treasurer Volunteer

National Bank Australia
08.2024 - 06.2025

Customer Advisor 2

National Bank Australia
01.2024 - 08.2024

Customer advisor 1

National Bank Australia
01.2023 - 01.2024

Year 10 Certificate -

Coffs Harbour High Scool
Jakieda Craig