Joseph Nguyen
Melbourne,VIC
Summary
A results-driven and adaptable personal banker with a proven track record in loan assessment and delivering customised financial solutions. Excels at building lasting client relationships by understanding individual needs and offering tailored products to enhance financial outcomes. Recognised for strong interpersonal skills, proactive problem-solving, and a collaborative approach that drives team success and exceeds business objectives.
Overview
1
1
year of professional experience
Work History
Personal Banker
Community Bendigo Bank
10.2024 - Current
- Assisted customers with analysing credit, completing loan applications, and signing up for new services.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Customer Service Officer Trainee
Bendigo Bank
09.2023 - 09.2024
- Delivered personalised service by attentively listening to customers' concerns and providing tailored solutions.
- Supported the development of internal process improvements through constructive feedback and collaboration with colleagues.
- Trained staff on operating procedures and company services.
- Acted as a liaison between customers and other departments when necessary, facilitating smooth issue resolution across the organisation.
- Ensured data accuracy through documentation of customer interactions within company systems.
Education
Certificate III - Business
South West Institute of TAFE
VIC09-2024
Skills
- Relationship Building
- Digital Proficiency
- Collaboration and Teamwork
- Customer Satisfaction
- Multitasking Abilities
- Interpersonal Skills
- Loan Processing
- Problem Resolution
Timeline
Personal Banker
Community Bendigo Bank
10.2024 - Current
Customer Service Officer Trainee
Bendigo Bank
09.2023 - 09.2024
Certificate III - Business
South West Institute of TAFE
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