JOSEPH LIU
Glenunga,SA
Summary
Passionate and dedicated-driven professional with a diverse background in customer service and banking background, offering a unique blend of communication and problem-solving. A self-motivated individual who graduated with an excellent GPA achievement, my career has been dedicated to providing extraordinary customer services and showcasing adaptability to fast-paced environments. With extensive experience in data input, I bring a strong ability to multitask, prioritize, and organize teams effectively. Eager to leverage my skills and enthusiasm in a team-oriented company focused on the satisfaction of all stakeholders.
Overview
3
3
years of professional experience
Work History
Mobile Lender
ANZ bank
Adelaide, South Australia
07.2023 - 01.2024
- Conducted comprehensive financial assessments for potential home loan applicants
- Managed end-to-end application processes, ensuring timely submission and compliance with policy
- Build and maintain strong client relationships, offering ongoing support throughout the loan process
- Effectively managed a pipeline of home loan applications, ensuring timely follow-ups and updates
- Collaborated with assessment and settlement teams for a smooth loan approval and settlement process
- Addressed and resolve customer complaints or concerns promptly and professionally.
Banking consultant
ANZ bank
Adelaide, South Australia
01.2022 - 07.2023
- Educated and assisted customers with digital solutions of banking
- Handling cash involved transactions, account opening, account maintenance
- Provided a seamless experience by satisfying each customer's end-to-end banking needs across transaction activities, needs-based conversations
- Act as a role model and team member to deliver the best possible customer experience
- Provided personal banking services to customers at branch
- Collected required documents from customers and dealt with customer due diligence issues.
Personal Banker
Bank of China Adelaide Branch
Adelaide, South Australia
10.2020 - 01.2022
- Provided personal banking services to customers at branch: initiated contact with new and existing customers to offer value-added products and services, maintain customer relationship through phone & Email, dealt with customer complaint in a good manner
- Collected required documents from corporate customers and assist in account opening and customer profile maintenance for corporate customers
- Acted as checker teller to review and authorize tasks submitted by submitter tellers, provided regular training and support for junior submitter tellers
- Completed operational reports regularly for administration and compliance purposes
- Liaised with internal departments to deal with customer profile maintenance in system consistently.
Education
Master of Accounting -
University of Adelaide
07.2018
Master of Science in Applied Accounting and Finance - Finance
Hong Kong Baptist University
08.2015
Skills
- Proficient in MS Office Suite
- Bilingual in English and Mandarin
- Relationship Building
- Tax Preparation
- Account Reconciliation
- Accounts Payable and Receivable
- Credit analysis
- Excellent time management
Timeline
Mobile Lender
ANZ bank
07.2023 - 01.2024
Banking consultant
ANZ bank
01.2022 - 07.2023
Personal Banker
Bank of China Adelaide Branch
10.2020 - 01.2022
Master of Accounting -
University of Adelaide
Master of Science in Applied Accounting and Finance - Finance
Hong Kong Baptist University
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