Joshua Breen
Brisbane
Summary
I am currently a Customer Advisor at National Australia Bank. Throughout my tenure, I have gained experience in providing personal banking advice, financial data handling, and identifying discrepancies and reconciling machines and reports, whilst maintaining compliance with banking regulations. I have extensive experience in reviewing financial information, resolving complex account issues, and ensuring documentation and process requirements are satisfied during lending and customer onboarding. I am looking to bring my current strengths to a new role where I can continue to develop my skill set whilst ensuring positive outcomes for clients.
Overview
6
6
years of professional experience
Work History
Customer Advisor
National Australia Bank
12.2022 - Current
- Training team members on banking products and procedures, and acting as Branch Manager where required.
- Collaborating with team members to ensure positive client interactions.
- Efficiently resolving complex account issues.
- Promoting digital banking initiatives to improve customer experience and engagement.
- Meeting and exceeding KPIs.
- Providing outstanding customer service and ensuring internal and regulatory compliance.
Delivery Driver/Store Person
Peninsula Auto Spares
06.2019 - 12.2022
- Trained team members on stock management and company systems to improve team productivity and customer interaction.
- Maintained records of inventory and deliveries to ensure accurate stock levels.
- Developed streamlined processes for order packing to increase efficiency.
- Assisted individuals and businesses in obtaining requested parts.
Skills
- Complex business onboardings
- Payment investigations
- Credit assessment foundations
- Client relationship management
- Resolving complex complaints at first contact
- Workflow and queue management
Timeline
Customer Advisor
National Australia Bank
12.2022 - Current
Delivery Driver/Store Person
Peninsula Auto Spares
06.2019 - 12.2022