Summary
Overview
Work History
Education
Skills
Timeline
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Jomanda Wong

Adelaide,Australia

Summary

Experienced Customer Service Professional with handling customer interactions and resolving issues promptly. Utilizes communication and empathy to build strong customer relationships. Track record of maintaining high customer satisfaction and fostering loyalty. Reliable and adaptable with excellent communication and problem-solving skills.

Overview

10
10
years of professional experience

Work History

Home Loan Specialist

NAB
06.2020 - 01.2025
  • Analyzed client financial data to determine eligibility for home loan applications.
  • Assisted clients in completing loan applications, ensuring accuracy and compliance with regulations.
  • Educated clients on various mortgage products, guiding them to make informed decisions.
  • Collaborated with underwriting teams to expedite loan processing and approval workflows.

Customer Advisor

NAB
08.2017 - 06.2020
  • Analyzed customer accounts to identify needs and recommend suitable financial products.
  • Assisted customers with inquiries, providing accurate product information and resolving issues efficiently.
  • Maintained up-to-date knowledge of products and services to enhance customer engagement and satisfaction.
  • Utilized CRM systems to track customer interactions and ensure follow-up on outstanding issues.
  • Led initiatives for cross-selling banking products, contributing to overall branch sales objectives.

Teller

NAB
08.2016 - 08.2017
  • Processed customer transactions accurately and efficiently, ensuring compliance with banking regulations.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data for reporting.
  • Resolved customer issues promptly, contributing to a positive branch experience for all clients.
  • Collaborated with team members to improve service delivery and enhance customer satisfaction.

Tax consultant

H&R Block
06.2015 - 11.2015
  • Advising and consulting with clients to provide tax advice
  • Preparing and submitting Individual tax return
  • Calculating tax liability, ensure compliance is completed efficiently
  • Answering phone calls, scheduling client bookings


Education

Income Tax Course -

H&R Block Tax Accountants
06.2015

Bachelor of Commerce - Accounting

University of Adelaide
12.2014

Skills

  • Excel in working as a team member and used to following procedures
  • Organizational skills with attention to detail
  • Effective performance in fast-paced settings
  • Fluent in English, Cantonese and Mandarin, and have good understanding of Australian and various Asian cultures
  • Proficient in basic accounting theories
  • Advanced Microsoft Office skills

Timeline

Home Loan Specialist

NAB
06.2020 - 01.2025

Customer Advisor

NAB
08.2017 - 06.2020

Teller

NAB
08.2016 - 08.2017

Tax consultant

H&R Block
06.2015 - 11.2015

Income Tax Course -

H&R Block Tax Accountants

Bachelor of Commerce - Accounting

University of Adelaide

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Jomanda Wong